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Client Intake Assistant Jobs in Michigan (NOW HIRING)

Housing Resources, Inc.

Intake Specialist

Kalamazoo, MI · On-site

$19/hr

Document all client and agency related business and activities accurately and formally in all ... Utilize live data entry in systems to avoid duplication of paper and electronic records. * Assist ...

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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 Michigan? The most popular types of Client Intake jobs in Michigan are:
What are popular job titles related to Client Intake Assistant jobs in Michigan? For Client Intake Assistant jobs in Michigan, the most frequently searched job titles are:
What job categories do people searching Client Intake Assistant jobs in Michigan look for? The top searched job categories for Client Intake Assistant jobs in Michigan are:
What cities in Michigan are hiring for Client Intake Assistant jobs? Cities in Michigan with the most Client Intake Assistant job openings:
Client Intake Assistant jobs near you

Client Services Coordinator

Hiring & Empowering Solutions

Grand Rapids, MI

$50K/yr

Full-time

Posted 15 days ago

Job description

Client Services Coordinator (Law Firm)

Position Summary

The Client Services Coordinator is responsible for delivering a high-quality client experience from initial intake through ongoing case support. This role serves as a key liaison between clients, attorneys, and internal team members to ensure smooth communication, efficient case flow, and consistent follow-through on all client-related matters.

This position is ideal for someone who is highly organized, proactive, tech-savvy, and passionate about client experience in a fast-paced legal environment.


Key Responsibilities

Client Intake & Onboarding

  • Manage new client intake process from initial inquiry to onboarding 
  • Conduct intake calls and gather relevant case information 
  • Ensure all client documentation and conflict checks are completed accurately 
  • Coordinate signing of engagement agreements and onboarding materials 

Client Communication & Support

  • Serve as the primary point of contact for clients on non-legal matters 
  • Provide timely updates on case status and next steps 
  • Respond to client inquiries via phone, email, and client portals 
  • Maintain a professional, empathetic, and service-oriented approach at all times 

Case Coordination & Workflow Management

  • Coordinate with attorneys and legal staff to ensure deadlines and tasks are met 
  • Track case progress and follow up on outstanding items 
  • Manage workflows using practice management software (e.g., Clio or similar) 
  • Ensure accurate data entry and case file maintenance 

Administrative & Systems Support

  • Support document management, scheduling, and calendar coordination 
  • Assist with preparation and organization of client-facing materials 
  • Help improve and maintain internal systems and processes 
  • Identify bottlenecks and suggest workflow improvements 

Client Experience & Retention

  • Proactively identify opportunities to improve client satisfaction 
  • Ensure clients feel informed, supported, and valued throughout their case 
  • Escalate issues appropriately and in a timely manner 


Qualifications

  • 1–3+ years of experience in a client services, legal assistant, intake, or customer success role (law firm experience is required) 
  • Strong communication skills (written and verbal) 
  • Highly organized with excellent attention to detail 
  • Comfortable using legal technology and CRMs (Clio experience is a plus) 
  • Ability to manage multiple priorities in a fast-paced environment 
  • Professional, empathetic, and solutions-oriented mindset 


Core Competencies

  • Client-first mindset 
  • Accountability and follow-through 
  • Strong communication and interpersonal skills 
  • Systems and process orientation 
  • Adaptability in a growing or changing environment 


We are looking for someone who is not only skilled and dependable, but who also genuinely cares about doing meaningful work and supporting both clients and teammates with excellence. If you are a proactive problem-solver who takes pride in being reliable, detail-oriented, and committed to continuous learning, we would love to hear from you.


We understand the complexities of navigating new opportunities in the legal space. You can trust that all employment inquiries are kept strictly confidential.

Job Type: Full-time