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Client Intake Assistant Jobs in New York (NOW HIRING)

Womble Bond Dickinson

Lateral Intake Assistant

New York, NY · On-site

$41K - $51K/yr

Enter and maintain candidate, client, matter, and related-party information in the firm's intake, conflicts, and/or workflow systems with a high degree of accuracy. * Assist with conflicts and intake ...

VIP Community Services

Intake Specialist

Manhattan, NY · On-site

$19.50 - $26.25/hr

Collect client identification and other documents necessary during initial intake. Assist new clients in retrieving documents and/or property from former shelter providers as necessary. Collaborate ...

Comfort Keepers

Client Care Coordinator

Montclair, NJ · On-site

$18.25 - $23.75/hr

Client Intake Care Coordinator It's a client care coordinator/ client intake role at Comfort ... Handle client escalations and maintain quality and compliance * Assist in invoicing and any payment ...

P4P

Intake Specialist

Brooklyn, NY

$23 - $28/hr

Collaborate with other departments to ensure smooth client transitions and continuity of care * Assist in the development and implementation of intake procedures and policies * Participate in team ...

P4P Inc

Intake Specialist

Brooklyn, NY · On-site

$23 - $30/hr

Collaborate with other departments to ensure smooth client transitions and continuity of care * Assist in the development and implementation of intake procedures and policies * Participate in team ...

Hansen & Rosasco Llp

Legal Assistant

Hauppauge, NY · On-site

$50K - $55K/yr

Client Intake Specialist - 9/11 Victim Compensation Fund Location: Hauppauge, NY (on-site; occasional remote possible after training) Schedule: Full-time, Mon-Fri (occasional OT) Compensation: $50 ...

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Client Intake Assistant information

What is a client intake assistant?

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 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 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 New York?

The most popular types of Client Intake jobs in New York are:

What are popular job titles related to Client Intake Assistant jobs in New York?

For Client Intake Assistant jobs in New York, the most frequently searched job titles are:

What job categories do people searching Client Intake Assistant jobs in New York look for?

The top searched job categories for Client Intake Assistant jobs in New York are:

What cities in New York are hiring for Client Intake Assistant jobs?

Cities in New York with the most Client Intake Assistant job openings:

Client Intake Assistant jobs near you
Infographic showing various Client Intake Assistant job openings in New York as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 15% Part Time, 1% Temporary, and 6% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution.

Client Intake Coordinator

New York, NY • On-site

Skadden Arps Slate Meagher and Flom LLP
See more jobs at Skadden Arps Slate Meagher and Flom LLPexternal

$19.75 - $26.75/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 21 days ago

Key responsibilities

  • Performs the initial screening and analysis of new client and new matter requests to ensure completeness, accuracy, and compliance with guidelines.

  • Communicates with partners, partner secretaries, and team members to obtain missing information, clarify existing data, and ensure proper setup of clients and matters.

  • Coordinates with the Client Intake team to ensure that client and matter information is correctly entered and requests are completed efficiently.

Job description

We invite you to review our current business services professionals openings to learn about the opportunities available across the firm.
About Us
Skadden, Arps, Slate, Meagher & Flom LLP has forged a reputation as one of the most prestigious law firms in the world. Relying on innovation, intellect, teamwork and tenacity, our lawyers deliver the highest quality advice and novel solutions to our clients' legal issues. We are known for handling the most complex transactions, litigation/controversy issues, and regulatory matters, as well as for the strong partnerships we build with clients and each other. Our attorneys, who reflect a broad range of experiences and perspectives, work together seamlessly across 50-plus practices and 21 offices in the world's major financial centers.
The Opportunity
We are seeking a Client Intake Coordinator to join our Firm. This hybrid position will be based in our New York office. The Client Intake Coordinator performs the initial screening and analysis of new client and new matter requests, ensuring that each request is complete, accurate, and complies with internal and client guidelines.
  • Screens new client/new matter requests for missing and inaccurate information, additional client requirements, and compliance with Firm's requirements for new clients and matters.
  • Communicates directly with partners and partner secretaries to obtain missing information, clarification of existing information, and other required data prior to opening new client or matter.
  • Provides guidance and assistance to partners regarding the most appropriate course of action with respect to new clients and new matters.
  • Provides relevant knowledge and support to others in the Firm in a manner that increases the level of understanding of Client Accounting processes, building strong relationships with partners and executive assistants.
  • Responds to inquiries and requests made by attorneys, executive assistants, paralegals and staff.
  • Offers solutions across a range of situations, escalating evolving issues to the supervisor in a timely manner to ensure appropriate follow-up.
  • Coordinates with members of Client Intake team to ensure that clients and matters are set up correctly in Aderant.
  • Coordinates with and assists Client Intake team to ensure day-to-day requests are completed in a timely and efficient manner.
  • Actively seeks to enhance knowledge of all Client Accounting procedures and processes.
  • Updates and maintains information for client/matter policies and procedures.
  • Utilizes effective interpersonal, written and verbal communication skills to facilitate effective work relationships with others.
  • Performs other related duties as assigned.

Qualifications
  • Knowledge of relevant Firm computer software programs (e.g., Outlook, Excel), with the ability to learn new software and operating systems
  • Strong knowledge of all aspects of client/matter intake process
  • Demonstrates effective interpersonal and communication skills, both verbally and in writing
  • Demonstrates close attention to detail
  • Ability to work and develop skills independently
  • Ability to meet deadlines
  • Ability to handle multiple projects and shifting priorities
  • Ability to handle sensitive matters and maintain confidentiality
  • Ability to organize and prioritize work
  • Ability to work well in a demanding and fast-paced environment
  • Ability to work well independently as well as effectively within a team
  • Flexibility to adjust hours and work the hours necessary to meet operating and business needs

Education and Experience
  • Bachelor's degree
  • Minimum of two years of administrative work experience in a professional services environment

Culture & Life at Skadden
What makes Skadden special is our people and the culture, community and spirit of collaboration we have created. We believe in teamwork and inspiring each other to be our best in an atmosphere that promotes professionalism and excellence in all that we do. We know that inclusion and drawing on the strength of a wide spectrum of talent only make us better and is vital to the firm's success. Our goal is for everyone at the firm to enjoy a challenging career with opportunities for development and growth and to support the well-being of our attorneys and business services professionals.
Benefits
The overall well-being of our team is important to us. We offer generous benefits to help you achieve wellness in all areas of your life.
  • Competitive salaries and year-end discretionary bonuses.
  • Comprehensive health care (medical, dental, vision), savings plan/401(k) and voluntary benefits.
  • Generous paid time off.
  • Paid leave options, including parental.
  • In-classroom, remote, and on-demand learning and professional development opportunities.
  • Robust well-being classes and programs.
  • Opportunities to give back and make an impact in local communities.

For further details, please visit: https://www.skadden.com/careers/staff/employee-benefits
The starting base salary for this position is expected to be within the range listed under Salary Details. Actual salary will be determined based on skills, experience (to the extent relevant) and other-job related factors, consistent with applicable law.
Salary Details
$85,000 - $95,000
EEO Statement
Skadden is an Equal Opportunity Employer. It does not discriminate against applicants or employees based on any legally impermissible factor including, but not limited to, race, color, religion, creed, sex, national origin, ancestry, age, alienage or citizenship status, marital or familial status, domestic partnership status, caregiver status, sexual orientation, gender, gender identity or expression, change of sex or transgender status, genetic information, medical condition, pregnancy, childbirth or related medical conditions, sexual and reproductive health decisions, disability, any protected military or veteran status, or status as a victim of domestic or dating violence, sexual assault or offense, or stalking.
Applicants who require an accommodation during the application process should contact Alex Taylor at (212) 735-2176.
Skadden Equal Employment Opportunity Policy
Skadden Equal Employment Opportunity Policy
Applicants Have Rights Under Federal Employment Law
Applicants Have Rights Under Federal Employment Law
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