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Client Intake Assistant Jobs in Missouri (NOW HIRING)

Lathrop GPM

Senior Intake Analyst

Kansas City, MO · On-site

$85K - $113K/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 ...

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All JobsClient Intake JobsClient Intake Assistant JobsClient Intake Assistant Jobs in Missouri

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 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
Infographic showing various Client Intake Assistant job openings in Missouri as of July 2026, with employment types broken down into 90% Full Time, and 10% Part Time. Highlights an 90% In-person, and 10% Hybrid job distribution.
Client Care Specialist/Intake Coordinator

Client Care Specialist/Intake Coordinator

The Delmar Gardens Family

Chesterfield, MO • On-site

$17.75 - $24.25/hr

Full-time

Medical, Dental, Life, Retirement, PTO

Posted 17 days ago

Delmar Gardens rating

7.3

Company rating: 7.3 out of 10

Based on 17 frontline employees who took The Breakroom Quiz

Job description

Description:

Med Resources, the premier provider of CPAP and Home Medical Equipment in the Midwest and Georgia, is seeking a reliable, energetic individual to be a part of our outstanding team working with our CPAP clients and referrals. You will assist with Insurance qualifications, scheduling appointments with the Therapy team and educating clients and referrals on our outstanding Sleep therapy program and the use of CPAP Equipment.


Knowledge of sleep therapy items, Medicare, and insurance guidelines is a huge plus.


Key Skill Requirements:

  • Attentiveness to customer needs
  • Ability to communicate clearly and work as a team
  • Ability to prioritize and manage multiple tasks
  • Problem solving
  • Detail-oriented
  • Loves working with customers and referral sources

The Client Care Specialist position works as part of a team to serve our patients and referral sources. Job duties include, but are not limited to:

  • Fielding calls from patients and referral sources
  • Order intake
  • Contacting patients to verify order and demographic info
  • Contacting referring health professionals regarding prescriptions and documentation
  • Insurance verification and requesting prior authorizations

Delmar Gardens is a family-owned, St. Louis-based company that has been serving the community for 60 years. Our diverse and unique mission and philosophy of Love, Care, and Understanding extend not only to our dear residents but equally to our invaluable staff.


The Delmar Gardens Family offers:

  • Medical, Dental, and Life Insurance
  • 401(K) with company match
  • Vacation and Sick Time
  • Tuition Assistance and Loan Forgiveness
  • Daily pay

Contact Jeff Braun at JBraun@MedResources.com for more information.


Affirmative Action/Equal Opportunity Employer/Minority/Female/Disabled/Veteran


#lp

Requirements:


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