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Client Intake Assistant Jobs in Maryland (NOW HIRING)

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Client Intake Assistant information

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 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 Client Intake Assistants?

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 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 July 2026, with employment types broken down into 1% As Needed, 75% Full Time, 20% Part Time, 1% Temporary, and 3% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution.
Energy Efficiency Client Intake Specialist

Energy Efficiency Client Intake Specialist

Elysian Energy

Laurel, MD • On-site

$25/hr

Full-time

Retirement, PTO

Posted 3 days ago

Job description

Now accepting applications for an Energy Efficiency Client Intake Specialist to serve as the first point of contact for customers seeking energy efficiency services and solutions. This role is responsible for screening applicants, recording and verifying required documentation, determining eligibility, and guiding clients through the first step of the home performance process. The specialist provides exceptional customer service while triaging customers following program guidelines and maintaining accurate client records.
Key Responsibilities
  • Receive and respond to client inquiries via phone and email regarding energy efficiency programs and services.
  • Screen clients for the appropriate service provided by Elysian Energy.
  • Enter and maintain accurate client information in our customer database.
  • Schedule energy audits, home assessments, heating, ventilation, and air conditioning site visits..
  • Educate clients on available energy-saving programs, rebates, and incentives.
  • Coordinate with program managers, directors, energy auditors, and HVAC estimators. .
  • Ensure compliance with federal, state, local, and utility program requirements.
  • Maintain confidentiality of client information in accordance with agency policies.
  • Assist with outreach events and community engagement activities as needed.

Requirements
Required Qualifications
  • High school diploma or GED required; Associate's or Bachelor's degree preferred.
  • 2+ years of experience in customer service, client intake, administrative support, or social services.
  • Strong communication and interpersonal skills.
  • Excellent organizational skills and attention to detail.
  • Proficiency in Microsoft Office Suite and database management systems.
  • Ability to manage multiple priorities in a fast-paced environment.
  • Ability to explain complex program requirements in a clear and professional manner.
Preferred Qualifications
  • Experience working with energy efficiency, weatherization, utility assistance, or housing programs.
  • Knowledge of income eligibility guidelines and documentation requirements.
  • Experience using Housecall Pro, Google Calendars, and/or Salesforce.
  • Bilingual (English/Spanish or other languages) preferred.
Knowledge, Skills, and Abilities
  • Strong customer service orientation.
  • Ability to maintain confidentiality and professionalism.
  • Critical thinking and problem-solving skills.
  • Ability to work independently and collaboratively.
  • Cultural sensitivity and commitment to serving diverse populations.

Benefits
  • $25/hour commensurate with experience
  • Office environment (3 days per week) with occasional community outreach.
  • 401(k) after your first year with matching up to 3%
  • 15 PTO days starting
  • 11 paid holidays
  • Paid volunteer days
  • Paid fun days
  • Parental leave
  • $2,000 annual continuing education stipend

Apply