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Client Intake Assistant Jobs in California (NOW HIRING)

Lawyers for Justice

Intake Specialist

Glendale, CA · On-site

$20 - $25/hr

Assessing and determining the viability of inbound phone calls during client intake screening process; * Assist in locating missing/unreachable client as assigned by Intake Manager; * Performs other ...

US VETS Inc

Intake Specialist

Los Angeles, CA · On-site

$21.78 - $27.23/hr

The main function of these programs is to assist homeless and at-risk veterans and their families ... Performs client intake process, intake packet completion, and program data entry for intakes and ...

Lawyers for Justice, PC

Intake Specialist

Glendale, CA · On-site

$20 - $25/hr

... Assist in locating missing/unreachable client as assigned by Intake Manager; · Performs other related duties as assigned. *The company reserves the right to add or change duties at any time.

Gomez Law, APC

Intake Sales Manager

Los Angeles, CA · On-site

$50K - $60K/yr

In this pivotal role, you'll be responsible for managing our client intake process and leading a ... as numerous automations and workflows to assist the team in hitting their goals. Key ...

The Behavior Lab

Intake Coordinator

Yucaipa, CA · On-site

$20 - $25/hr

... * Assist with outreach initiatives, community events, and follow-up with prospective families * Track and support departmental KPIs related to inquiries, intake progress, conversions, and client ...

JKZ LLP

Office Services & Intake Coordinator

San Diego, CA · On-site

$22 - $24.50/hr

Client & Visitor Support Greet and assist clients, guests, vendors, and other visitors. Retrieve ... Conduct initial intake conversations to assess prospective client needs. Set appointments for ...

JKZ LLP

Office Services & Intake Coordinator

San Diego, CA · On-site

$22 - $24.50/hr

Client & Visitor Support Greet and assist clients, guests, vendors, and other visitors. Retrieve ... Conduct initial intake conversations to assess prospective client needs. Set appointments for ...

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Showing results 21-40

All JobsClient Intake JobsClient Intake Assistant JobsClient Intake Assistant Jobs in California

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 California?

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

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

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

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

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

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

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

Client Intake Assistant jobs near you
Infographic showing various Client Intake Assistant job openings in California as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 13% Part Time, 2% Temporary, and 6% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution.

Senior Client Intake Specialist (Immigration and Criminal Defense)

Bakersfield, CA • On-site

The United Firm | La Liga Defensora, APC
See more jobs at The United Firm | La Liga Defensora, APCexternal

$55K - $68K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 7 days ago

Key responsibilities

  • Screen telephone calls and potential client inquiries to determine case eligibility

  • Conduct potential new client interviews and establish relationships with clients

  • Assist attorneys with administrative tasks related to opening new cases and maintaining databases

Job description

Our Bakersfield office is looking to hire an experienced Senior Client Intake Specialist with strong sales experience and a desire to grow within the legal industry. The Senior Client Intake Specialist will be the point of contact with prospective clients, will screen leads, and will be responsible for obtaining case details that will allow the firm to determine if a case should be retained. This position must be staffed by an individual who is business development oriented, and works well with people. We ask that you have a strong Immigration or Criminal Defense background and possess the ability to screen potential client calls. You will ensure operational excellence and handle a large volume of incoming client calls. The ideal candidate will be able to work some weekends and be able to commute to our Bakersfield office as is required for this role.

Responsibilities:

  • Screen telephone calls before scheduling an attorney-client consultation
  • Persistently monitor all potential new client inquiries (email, internet, phone and referrals)
  • Immediately contact every potential client and establish relationship with client
  • Update logs and reporting systems to reflect status of all potential new clients
  • Conduct potential new client interviews with genuine empathy and compassion
  • Schedule appointments for potential clients
  • Take accurate notes during the attorney-client initial consultation
  • Collaborate with our attorneys to complete the initial consultation process
  • Assist attorneys with administrative tasks related to opening new cases and maintaining databases
  • Follow instructions from the supervising attorney and perform accordingly
  • Write emails, transcribe notes, research legal documents, fax, copy, and create spreadsheets (can maintain complex spreadsheets)

Qualifications

  • Bilingual (English/Spanish) with full proficiency REQUIRED. 
  • Minimum 3 years of sales experience required, customer service experience a major plus
  • Strong background with performance-based metrics
  • Case Management software experience is a major plus
  • Resourceful and motivated to solve issues as they arise
  • Proven track record to meet goals and deadlines
  • Must be able to work weekends
  • Immigration and Criminal Defense experience is strongly preferred. 

Salary: $55,000.00 - $68,800.00 per year

Here at The United Firm | La Liga Defensora, APC, we offer medical, dental, and vision insurance. We have a great compensation package including a 401(k) plan. Some perks include catered lunches, complimentary parking, paid time off, and more! Come be apart of our growing firm and its opportunities for your career development. You will learn and develop alongside a team of professionals who aim to excel in the legal industry. Apply now!

The United Firm | La Liga Defensora, APC is an equal employment opportunity employer, and we welcome everyone regardless of their race, color, religion, sex, national origin, age, disability, veteran status or genetics. We are dedicated to providing an inclusive, open, and diverse work environment.

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