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Client Intake Assistant Jobs in Maryland (NOW HIRING)

Mindful Recovery Center

Be Seen First

Administrative Assistant/ Office Manager

Baltimore, MD · On-site

$18 - $25/hr

Administrative Assistant Mindful Recovery Center is seeking a highly organized, professional, and ... Complete client intake packets and ensure all required documentation is received. * Verify ...

JLM HR Consulting

Legal Intake Specialist

Bethesda, MD · On-site +1

$19 - $25.50/hr

... client experience and case evaluation. This position is responsible for gathering detailed ... Assist with other administrative duties as necessary (answering phone, reception, etc ...

JLM HR Consulting

Legal Intake Specialist

Bethesda, MD · On-site

$45K - $50K/yr

... client experience and case evaluation. This position is responsible for gathering detailed ... Assist with other administrative duties as necessary (answering phone, reception, etc ...

JLM HR Consulting LLC

Legal Intake Specialist

Bethesda, MD · On-site

$19 - $25.50/hr

... client experience and case evaluation. This position is responsible for gathering detailed ... Assist with other administrative duties as necessary (answering phone, reception, etc ...

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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 June 2026, with employment types broken down into 1% As Needed, 72% Full Time, 19% Part Time, and 8% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution.
Client Intake Spec

Client Intake Spec

JANE ADDAMS RESOURCE CORPORATION

Baltimore, MD • On-site

$21.15 - $23.18/hr

Other

Posted 24 days ago

Job description

Essential Duties and Responsibilities include but are not limited to the following:

  • Welcome all visitors to the training center by greeting them in person, answering phone or online inquiries and preparing meeting room space
  •  Assisting interested candidates with registering for upcoming orientation sessions via JARC’s website; and prepare room and orientation materials
  • Coordinate applicant intake process by assisting with orientation and onboarding sessions; schedule applicant interviews; collect all required documents and submit background checks
  • Maintain communications with program applicants and participants managing communication via email or in-person contact.
  • Follow up with program applicants regarding their status during the application process
  • Create and send out acceptance, denial letters and program verification letters.
  • Oversee filing systems to include creating or updating records and organizing files alphabetically and according to content. 
  • Ensure completeness and accuracy of data collection, entry and maintenance in internal and external databases
  • Input and maintain data in programs data management systems with accuracy
  • Manage display cases and boards to visualize program highlights and community partner events
  • Maintain supply storage area by determining inventory levels, placing and expediting orders, requesting funds via RAMP and assure that supplies are ordered
  •  Provide general administrative and clerical support including mailing, scanning, copying, assembling binders/packets, and answering multi-line phone
  • Check for program referrals in the Maryland Works database and follow up with any potential candidates with upcoming orientation information
  • Schedule transportation for trainees to and from drug screening. 
  • Ordering, processing, distributing, and allocating transportation.
  • Submitting monthly SNAP fee to Program Manager.
  •  Updating WORKS platform with all SNAP updates.
  • Checking WORKS platform for referrals from the local Social Services offices.
  • Ability to handle confidential information discreetly.
  • Model appropriate workplace behavior
  •  Other duties as assigned

Team Functions:

  • Serve as a member of JARC Baltimore’s Program team
  • Work as a team to maintain a data driven culture
  • Work closely with Program Coordinators to ensure that program is operating successfully
  •  Ensure that Program Coordinators are properly informed on any/all matters related to trainees
  • Attend scheduled team meetings and other unscheduled meetings as necessary
  • Contribute to JARC’s continuous quality improvement efforts by identifying and implementing best practices, to include social inclusion lens, racial and gender equity
  •  Contribute to JARC’s warm and welcoming environment

Qualifications:

  • · High School diploma and 2 years of related professional experience
  • · Familiarity with office management procedure and experience as an office assistant or relevant role
  • · Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
  • · Model professionalism, punctuality, good judgment, attention to detail, and commitment to teamwork
  • · Excellent written and verbal communication skills.
  • · Strong organizational skills, attention to detail, and ability to multitask.
  • · Ability to complete work independently and accurately
  • · Willingness to embody JARC Baltimore’s value of establishing a warm, welcoming environment

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