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Client Intake Assistant Jobs in Missouri (NOW HIRING)

Swope Health

SUD Technician

Kansas City, MO

... Assist with new client intake processes, orient new clients to facility policies and procedures and perform routine rounds to ensure client safety. Secondary Functions: 1. Transport residents to ...

Lathrop GPM

Senior Intake Analyst

Kansas City, MO · On-site

$85.80K - $113.60K/yr

... for new client, matter, and additional parties intake forms, including the identification of potential conflicts of interest and providing relevant information to assist the Professional ...

Swope Health

SUD Technician

Kansas City, MO · On-site

... Assist with new client intake processes, orient new clients to facility policies and procedures and perform routine rounds to ensure client safety. Secondary Functions: 1. Transport residents to ...

UHS

INTAKE COORDINATOR - NIGHTS

Cape Girardeau, MO · On-site

$17.75 - $24/hr

Licensure: C.N.A. highly desirable. Additional Requirements: Successful completion of CPR, Handle ... Our recruiters will not email you from a public webmail client like Hotmail, Gmail, Yahoo Mail, etc.

UHS

INTAKE COORDINATOR - DAYS

Cape Girardeau, MO · On-site

$17.75 - $24/hr

Licensure: C.N.A. highly desirable. Additional Requirements: Successful completion of CPR, Handle ... Our recruiters will not email you from a public webmail client like Hotmail, Gmail, Yahoo Mail, etc.

UHS

INTAKE COORDINATOR - NIGHTS

Cape Girardeau, MO · On-site

$17.75 - $24/hr

Licensure: C.N.A. highly desirable. Additional Requirements: Successful completion of CPR, Handle ... Our recruiters will not email you from a public webmail client like Hotmail, Gmail, Yahoo Mail, etc.

UHS

INTAKE COORDINATOR - DAYS

Cape Girardeau, MO · On-site

$17.75 - $24/hr

Licensure: C.N.A. highly desirable. Additional Requirements: Successful completion of CPR, Handle ... Our recruiters will not email you from a public webmail client like Hotmail, Gmail, Yahoo Mail, etc.

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

New Business Intake/Conflicts - St. Louis

Direct Counsel

Saint Louis, MO

$55K - $85K/yr

Full-time

Posted 18 days ago

Job description

A national law firm is seeking a New Business Intake Coordinator. The ideal candidate will be responsible for Maintaining Daily Workflow, Running Conflict Checks, Making Client Matter adjustments, and Assigning Client Matter Numbers for the Firm. As a NBI Coordinator, you are required to maintain a high level of accuracy and confidentiality at all times.

CORE RESPONSIBILITIES

  • Complete detailed Conflict of Interest Report including necessary internet searches
  • Consult the NBI Reference Manual for proper procedures and information
  • Assign Client Matter numbers
  • Notify Attorneys of Issues for Matter Opening Process
  • Assign Affiliations for all Client Matters
  • Maintain all Client Matter Modifications
  • Process Dunn and Bradstreet reports (DNBi)/Hoover
  • Maintain system integrity and data base clean up
  • Complete Exiting Attorney Reports and requests for attorney to close Client/files
  • Process all Client Matter Re-Openings (re-run conflict report and communicate new issues to appropriate attorney. This process will involve waiting for approval before re-opening)
  • Maintain client and employee confidences; protect operations by safeguarding confidential information
  • Take initiative to train and mentor new NBI hires, staff and attorneys on NBI policies and procedures
  • Work efficiently and prioritize tasks in a fast-paced environment

Experience and Education

  • 2 years NBI/Conflicts experience.
  • Prior legal industry new business intake/conflicts experience preferred.
  • Preferred: Bachelor’s degree or combination of education and experience

SKILLS & ABILITIES

  • Proficient in MS Office applications;
  • Proficient in computerized Conflicts/Workflow software;
  • Excellent analytical and research skills;
  • Ability to compile, review, determine and communicate conflicts issues based on a variety of information;
  • Good judgment in determining when assistance is needed in communicating with attorneys and legal assistants on varied issues involving conflicts and maintaining client files.

Salary and Benefits:

  • Salary: $55k/yr -$85k/yr depending on experience
  • Benefits: Comprehensive Benefits
  • onsite work schedule