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Client Intake Assistant Jobs in Michigan (NOW HIRING)

BrightSpring Health Services

Client Assessor-BCBA

Flint, MI · On-site

$85K - $90K/yr

... * Assist in scheduling assessment sessions and coordinating with insurance companies when needed ... Previous experience in client intake is preferred, not required. * Previous experience is required ...

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Client Intake Assistant information

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 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 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 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
Intake Receptionist/Food Pantry Coordinator

Intake Receptionist/Food Pantry Coordinator

The Salvation Army USA Central Territory

Lansing, MI

$18.25 - $24.75/hr

Other

Posted 8 days ago

Salvation Army rating

6.2

Company rating: 6.2 out of 10

Based on 341 frontline employees who took The Breakroom Quiz

464th of 667 rated non-profit organizations

Job description

At The Salvation Army our employees are the heartbeat of our mission. We foster a community of passionate people dedicated to changing lives and bringing hope to those who need it most.

Position Summary: The Intake Receptionist/ Food Pantry Coordinator provides front-line client support and administrative coordination for Family Services programs. This position greets and assists clients, facilitates intake and documentation, maintains accurate client records, and ensures confidentiality at all times. The role also oversees daily pantry operations, including inventory control, food bank ordering, volunteer coordination, compliance documentation, and statistical reporting. The position in consultation with the Case Worker, Case Specialist, and Business Manager, supports program effectiveness by delivering compassionate service, maintaining organized records, and adhering to established policies and procedures.

Essential Responsibilities:

Client Services & Front Desk Support

  • Greet and assist clients in person, by phone, and through agency referrals; provide direction to appropriate services.
  • Facilitate and process client intake documentation in accordance with program requirements.
  • Distribute food, personal care, and baby items during designated pantry hours.
  • Ensure accommodation is made for clients with special needs.
  • Maintain strict client confidentiality in compliance with agency policies and applicable regulations.

Data Management & Documentation

  • Accurately enter client data into WellSky and other required systems.
  • Complete releases of information, case notes, service transactions, and required documentation.
  • Maintain organized, secure client files and complete month-end file closures.
  • Prepare and submit monthly statistics and required reports in a timely manner.
  • Issue donation receipts and track food and in-kind donations.

Pantry Coordination

  • Maintain inventory of food and personal needs items; submit weekly orders to Greater Lansing Food Bank and communicate updates as needed.
  • Coordinate pantry operations and referrals with partnering agencies and food bank representatives.
  • Collect and submit invoices to the Business Manager.
  • Maintain USDA documentation and required records for compliance.
  • Train and schedule pantry volunteers and provide oversight during operations.

Administrative & Operational Support

  • Process volunteer applications and coordinate scheduling for pantry and community kitchen programs.
  • Implement policies and procedures established by Program Administrators.
  • Participate in staff meetings and in-service trainings.
  • Maintain a professional appearance and orderly work environment.
  • Perform other duties as assigned.

Qualifications:

Education/Experience:

  • Associate degree in a related field (preferred) or any equivalent combination of training and experience which provides the required knowledge, skills, and abilities.
  • Experience in a call center or front desk role (preferred)
  • Bi-lingual English and Spanish (preferred)
  • Experience working with low-income populations (preferred)
  • One-year experience in social work or social service field (desired)

Skills, Knowledge & Abilities:

  • Learn and adhere to The Salvation Army Social Services Code of Ethics
  • Adhere to professional codes of ethics as they apply to professional licensing
  • Understand and adhere to professional boundaries within and outside of the organization
  • Maintain client confidentiality and obtain appropriate releases of information
  • Demonstrate a continued effort to increase self-awareness and to better understand other cultures and issues of social justice, and promote racial understanding and reconciliation
  • Complete Caseworker Certification Program within 120 days of hire

Computer Skills:

  • Basic skills in Microsoft Office 365
  • Working knowledge of TEAMS and SharePoint
  • Willingness to learn new software as needed

Certificates and Licenses:

  • Complete Safe From Harm training, and keep current as needed

What Salvation Army employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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About Salvation Army

Sourced by ZipRecruiter

The Salvation Army, an international movement, is an evangelical part of the universal Christian Church. Its message is based on the Bible. Its ministry is motivated by the love of God. Its mission is to preach the gospel of Jesus Christ and to meet human needs in His name without discrimination.

Industry

Non-profits, retail, amusement, gambling, and recreation and religious organizations

Company size

5,001 - 10,000 Employees

Headquarters location

Alexandria, VA, US

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