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Client Intake Assistant Jobs in Alberta (NOW HIRING)

In this role, you will play a critical part in the client care journey by conducting Comprehensive Needs Assessments (CNAs), completing intake documentation, and accurately populating client profiles ...

... client intake and case plans for clients; instructs clients in completing necessary paperwork ... assist clients in obtaining skills that will enable them to functionally cope with their ...

Through intake, assessment, referral, advocacy, follow-up, and service coordination, the Family ... Maintain accurate and timely client documentation * Facilitate referrals to FRN programs and ...

CA$55K - CA$65K/yr

Maintain high client retention through responsiveness and value delivery \n \n \n \n Project Intake ... Confirm project details, delivery requirements, and timelines with customers\n \n * Assist, when ...

$15 - $20/hr

As a CNA, you will be responsible for various personal care and incidental activities through ... Reports any concerns or changes in the client's condition and needs to the Nursing Supervisor.

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Client Intake Assistant information

What is a client intake assistant?

Client Intake Assistants are administrative professionals who serve as the first point of contact for new clients in organizations such as law firms, medical offices, or social service agencies. They are responsible for gathering and verifying client information, explaining services, scheduling appointments, and ensuring all necessary documentation is completed accurately. Their role is crucial in creating a positive first impression and streamlining the onboarding process for clients. Client Intake Assistants also help ensure compliance with privacy and confidentiality standards.

What are the key skills and qualifications needed to thrive as a client intake assistant, and why are they important?

To thrive as a Client Intake Assistant, you need strong organizational abilities, attention to detail, and familiarity with client management processes, often supported by a high school diploma or associate degree. Proficiency with customer relationship management (CRM) software, data entry systems, and office productivity tools is typically required. Excellent communication, active listening, and a friendly, professional demeanor help you build rapport and accurately gather client information. These skills ensure efficient, accurate client onboarding and a positive first impression for your organization.

What are some common challenges faced by a client intake assistant, and how can they be addressed?

Client Intake Assistants often encounter challenges such as managing a high volume of inquiries, accurately collecting sensitive information, and maintaining clear communication between clients and the team. Staying organized with digital tools and checklists can help ensure information is not lost or overlooked. Additionally, developing strong interpersonal skills and keeping up-to-date with the latest intake protocols can help streamline the process and provide clients with a positive first impression of the organization.

What is the difference between Client Intake Assistant vs Customer Service Representative?

AspectClient Intake AssistantCustomer Service Representative
Required CredentialsHigh school diploma; some roles may prefer administrative or customer service experienceHigh school diploma; customer service experience often preferred
Work EnvironmentOffice settings, healthcare, legal, or financial industriesRetail, call centers, corporate offices, various industries
Employer & Industry UsageUsed in healthcare, legal, financial sectors for client onboardingUsed across retail, telecom, banking for customer support
Search & Comparison IntentUnderstanding client onboarding roles and responsibilitiesCustomer support and service functions

The main difference is that a Client Intake Assistant focuses on onboarding clients, gathering initial information, and setting up accounts in specialized industries like healthcare or legal. A Customer Service Representative handles ongoing support, inquiries, and issue resolution across various sectors. Both roles require strong communication skills but serve different stages of the client or customer journey.

What are the most commonly searched types of Client Intake jobs in Alberta?

The most popular types of Client Intake jobs in Alberta are:

What are popular job titles related to Client Intake Assistant jobs in Alberta?

For Client Intake Assistant jobs in Alberta, the most frequently searched job titles are:

What job categories do people searching Client Intake Assistant jobs in Alberta look for?

The top searched job categories for Client Intake Assistant jobs in Alberta are:

What cities in Alberta are hiring for Client Intake Assistant jobs?

Cities in Alberta with the most Client Intake Assistant job openings:

Infographic showing various Client Intake Assistant job openings in Alberta as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 15% Part Time, and 6% Contract. Highlights an 86% Physical, 5% Hybrid, and 9% Remote job distribution.

Intake & Assessment Specialist

Edmonton, AB • On-site

Temporary

Posted 13 days ago


Job description

Ballad Group


Ballad Group is looking to hire an Intake and Assessment Specialist who is passionate about teaching, connecting, and changing the lives of those who attend Ballad Group’s Workforce Employment Readiness and Connections Program. We know that’s a mouth full, so you can call it the WERC program (pronounced "work").


Who is Ballad Group? Well, our training programs have built capacity in diverse areas including entrepreneurship, insurance, information and computer technology, construction, French language acquisition, hospitality, supply chain management, and more. We have delivered unique training programs for a variety of organizations, Indigenous Communities and on behalf of the Ministry of Jobs, Economy, Trade, and Immigration and the Ministry of Assisted Living and Social Services. 


But what about the WERC program? Well, the goal of the WERC program is to develop and administer individually focused direct skill enhancement training and job placement to enable multi-barriered Albertans find and maintain employment. The WERC program will include in-class training as well as hands-on skills development in two simulated work sites for carpentry and hospitality.

The Intake and Assessment Specialist will play a key role within Ballad’s Training Division in the Edmonton WERC Region. This position will be responsible for making a positive impact on every person that walks through our front doors. You will also be responsible program and project administration, participant, and employer relationship management and ensuring that our office runs smoothly.  The successful candidate will be expected to support each training program with their administrative requirements, have excellent communication skills and a creative aptitude for developing new processes to ensure all programs run efficiently.

The Intake and Assessment Specialist  judgment to develop credible and meaningful relationships with Ballad employees, program participants and other stakeholders, ensuring strictest confidentiality. 


This position is in person and is located in our Edmonton Simulated Worksite. 


Key Job Responsibilities

Client Intake and Assessment

  • Review client applications and conduct pre-screens based on program prerequisites.
  • Accurately conduct client intake, registration, and assessments, determining if potential participants meet the "Ready, Willing and Able" markers.
  • Coordinate and schedule intake appointments with external potential participants.
  • Conduct pre-screen phone interviews with potential participants.


Data Management and Quality Assurance

  • Input all intakes into Compass, ensuring data is accurate and up-to-date.
  • Maintain regular and accurate data input into the File Tracking Systems.
  • Adhere to the highest quality assurance standards when inputting data.
  • Ensure Monday.com is up-to-date and accurate.


Program Management and Support

  • Manage all program inquiries and actively manage program participants to ensure success.
  • Adhere to all checklists and submit documents on time.
  • Issue follow-up surveys and monitor completion status.
  • Facilitate and monitor Circle Of Resiliency Data collection.
  • Conduct follow-up phone calls with program graduates.
  • Provide general administration support, including maintenance of participant files, data entry, responding to incoming inquiries, and preparation of materials.


Reporting and Coordination

  • Prepare reports as required.
  • Prepare and submit program reports to the Program Coordinator as needed.
  • Assist in the planning of all graduation ceremonies, which may include coordinating program logistics such as scheduling meetings, booking venues, and arranging travel.
  • Handle participant follow-up and associated reporting.
  • Perform other duties that may arise from time to time and as assigned.


Reporting Structure

  • Reports to the Program Supervisor.


 Experience


The position requires the following skills, experiences and abilities:


  • Two or more years of relevant work experience,
  • Experience in Employment Services is considered an asset,
  • A post-secondary diploma in a relevant study or equivalent is an asset,
  • Experience using compass is a bonus but not required,
  • Excellent verbal and interpersonal communication skills
  • Exceptional organization, time management, and prioritization skills;
  • Strong team-oriented skills; and
  • Strong interpersonal, relationship building and conflict resolution skills.
  • a valid Class 5 Driver's License.