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Client Intake Assistant Jobs in Maryland (NOW HIRING)

PeopleSharp

$65K/yr

You'll assist with phone coverage and client intake, run key finance and billing workflows, support process documentation, and contribute to internal and external communications and marketing. This ...

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Salvation Army

Housing Monitor

Cambridge, MD · On-site

$15 - $16/hr

Checks clients into the lodge/shelter; prepares and monitors client intake cards; determines if client has been prepaid by sponsor or credit; prepares resident roster and maintains resident property ...

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All JobsClient Intake JobsClient Intake Assistant JobsClient Intake Assistant Jobs in Maryland

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 Maryland?

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

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

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

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

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

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

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

Client Intake Assistant jobs near you
Infographic showing various Client Intake Assistant job openings in Maryland as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 11% Part Time, and 6% Contract. Highlights an 75% Physical, 3% Hybrid, and 22% Remote job distribution.

Intake Assistant

Rockville, MD

TLC - The Treatment and Learning Centers, Inc.
Individual, Family and Community Social Assistance • 51 - 200 employees
Learn more about TLC - The Treatment and Learning Centers, Inc.external

$20 - $27/hr

Full-time

Re-posted 16 days ago

Job description

TLC - The Treatment and Learning Centers in Rockville, MD, is seeking a full-time Intake Assistant to support our Outpatient Pediatric Occupational and Speech-Language Therapy Departments. This position plays an important role in ensuring the smooth day-to-day operation of our therapy services by providing clerical, administrative, and customer service support to staff, patients, and families.

The ideal candidate is organized, detail-oriented, and enjoys working in a collaborative healthcare environment. As a key member of our team, the Intake Assistant helps create a positive experience for families while supporting the delivery of high-quality pediatric therapy services.

Join a team of caring, dedicated, and supportive professionals who are committed to making a meaningful difference in the lives of children and their families. We offer a warm, welcoming, and mission-driven work environment where teamwork, compassion, and professional excellence are valued. If you are looking for an opportunity to contribute to a rewarding organization and be part of a supportive community, we encourage you to apply. EOE

Hourly Rate - $20-$27 per hour, depending on education and experience

Responsibilities of the Intake Assistant:

  • Provide excellent customer/patient services via phone, email, and in person
  • Refer callers to the appropriate departments
  • Complete intake procedures and make appointments for clients
  • Assist clients with forms
  • Enter all intake information into the patient database system and consistently update client email lists

Requirements of the Intake Assistant:

  • High School Diploma, B.A. in related field preferred
  • One year of administrative experience in a comparable health care setting
  • Ability to work independently, handle multiple tasks, collaborate and display patience in working with a diverse population
  • Excellent communication, interpersonal and public relations skills
  • Courteous and pleasant telephone manner, good organizational skills and attention to detail
  • Strong computer skills including MS Excel and databases required