ZipRecruiter

Log In

1

Client Intake Assistant Jobs in Arizona (NOW HIRING)

Rafi Law Group PLLC

Intake Specialist

Yuma, AZ · On-site

$47K/yr

... and assist the firm with retention of clients. This position is responsible for client intake and engagement of cases in a high volume, deadline driven environment. The ideal candidate must have ...

Rafi Law Group PLLC

Intake Specialist

Yuma, AZ · On-site

$47K/yr

... and assist the firm with retention of clients. This position is responsible for client intake and engagement of cases in a high volume, deadline driven environment. The ideal candidate must have ...

Rafi Law Group PLLC

Intake Specialist

Phoenix, AZ · On-site

$47K/yr

... and assist the firm with retention of clients. This position is responsible for client intake and engagement of cases in a high volume, deadline driven environment. The ideal candidate must have ...

Rafi Law Group PLLC

Intake Specialist

Phoenix, AZ · On-site

$47K/yr

... and assist the firm with retention of clients. This position is responsible for client intake and engagement of cases in a high volume, deadline driven environment. The ideal candidate must have ...

IV Nutrition

Client Services Associate

Scottsdale, AZ · On-site

$17 - $20/hr

Schedule appointments, manage client intake forms, and ensure accurate medical information is collected. * Assist medical staff with maintaining a clean and sterile work environment. * Provide ...

IV Nutrition

Client Services Associate

Scottsdale, AZ · On-site

Schedule appointments, manage client intake forms, and ensure accurate medical information is collected. * Assist medical staff with maintaining a clean and sterile work environment. * Provide ...

IV Nutrition

Client Services Associate

Scottsdale, AZ · On-site

$17 - $20/hr

Schedule appointments, manage client intake forms, and ensure accurate medical information is collected. * Assist medical staff with maintaining a clean and sterile work environment. * Provide ...

Orion Placement

Intake Attorney

Phoenix, AZ · Hybrid

$120K - $135K/yr

Our team values integrity, collaboration, innovation, and exceptional client service while ... * Assist with training intake staff and improving overall case quality and conversion.

ReGain Law Firm

Be Seen First

Intake Specialist/Sales

Chandler, AZ · On-site

$15/hr (+ commission)

Track, manage, and document all lead activity within the firm's intake and systems. * Assist with client onboarding and collection of required documents and information. * Maintain accurate and ...

Phaxis

Legal Intake Center Agent

Phoenix, AZ · On-site

$20/hr

This is a fast-paced, client-focused role ideal for someone who is professional, empathetic, detail ... Escalate complex questions or concerns to the appropriate legal team. * Assist with data entry ...

next page

Showing results 1-20

All JobsClient Intake JobsClient Intake Assistant JobsClient Intake Assistant Jobs in Arizona

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 Arizona?

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

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

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

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

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

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

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

Client Intake Assistant jobs near you
Infographic showing various Client Intake Assistant job openings in Arizona as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 11% Part Time, and 6% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution.

Legal Client Intake Administrative Assistant

Phoenix, AZ • On-site

K2services
See more jobs at K2servicesexternal

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 2 days ago

Key responsibilities

  • Review and initial screen new business intake forms and lateral candidate questionnaires for completeness and accuracy.

  • Manage and update conflict-related databases and perform data clean-up tasks.

  • Conduct conflict-of-interest searches, analyze results, and communicate findings to attorneys and staff.

Job description

About Us:


Opensity Solutions is the largest techenabled managed services organization serving leading law firms, financial institutions and professional services firms. At Opensity, we provide integrated operational platforms, automation and advisory services that enable clients to modernize operating models, reduce cost and accelerate growth. Our capabilities include IT and technology solutions, document processing and administrative support, marketing and communications, billing and AP/AR services, records and information governance, workflow automation, consulting and hospitality and facilities services.

Our Mission:


Ourmissionis to providemodernized technology platforms,elevated technology support, andvaluable insights, empoweringour clientsto excel inwhat they do best.

Join Opensity Solutions' legal operations team where your attention to detail and analytical skills will play a critical role in protecting the integrity of client relationships and ensuring compliance with professional responsibility standards. As a Conflicts Administrative Assistant, you will serve as a key member of the conflicts team, supporting new business intake, conflict-of-interest reviews, and confidential data management for a fast-paced law firm environment. This is an excellent opportunity for a highly organized professional who enjoys working with complex information, collaborating with legal professionals, and building a career within the legal services industry.

Responsibilities

  • Review and initial screen of new business intake forms and lateral candidate questionnaires to ensure completeness and accuracy, requesting missing information as needed.

  • Maintain and update the Client Terms database, Confidential Client List, and Lateral Candidate Tracker; perform data clean-up and close projects.

  • Manage the Ethical Wall and Conflict Alert Notice systems to ensure compliance with professional conduct rules.

  • Respond to standard departmental email inquiries, escalate issues, and assist with filing and record-keeping.

  • Conduct conflict-of-interest searches using the firm's conflict database systems.

  • Analyze search results and generate reports identifying potential conflicts for attorney review.

  • Communicate conflict check results clearly and promptly to attorneys and staff.

  • Provide general administrative support and assist with additional duties as requested.

Requirements

  • Bachelor's degree preferred; law firm experience preferred.

  • Proficiency in Microsoft Word and Excel; experience with legal or financial systems (e.g., Aderant, Intapp Terms) is beneficial.

  • Strong verbal and written communication, exceptional organizational skills, attention to detail, ability to multitask, and discretion in handling confidential information.

  • Ability to work independently and as part of a team, follow instructions, and work overtime when needed

  • Excellent organizational skills with exceptional attention to detail.

The Compensation range for this role is 25.00 to 28.00 USD per hour and may be eligible for an annual bonus. Actual compensation within that range will be dependent upon the individual's location, skills, experience and qualifications. This position has a shift of Monday-Friday 8am-5pm AZT.

All eligible employees receive access to a comprehensive benefits package, including:

Medical insurance

Dental insurance

Vision insurance

401(k) retirement plan

Paid Time Off (PTO)

#LI-MT1

Opensity is committed to fostering an inclusive, equitable, and accessible workplace. We believe diverse perspectives strengthen our teams and the work we do for our clients.


Opensity provides equal employment opportunities to all applicants and employees and does not discriminate on the basis of race, colour, religion or creed, sex, sexual orientation, gender identity or expression, age, national or ethnic origin, ancestry, citizenship, disability, family status, marital status, source of income, record of offences, or any other characteristic protected under applicable federal or provincial human rights legislation.


We are committed to fair and barrier free recruitment, selection, and employment practices, and to providing reasonable accommodation throughout the hiring process and employment lifecycle, in accordance with applicable human rights legislation.


Candidates who require accommodation during any stage of the recruitment process are encouraged to advise our Talent team so appropriate support can be provided.

Apply