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Client Intake Assistant Jobs in Ohio (NOW HIRING)

Perform client intake assessments * Sign-off on client care plans for VA department (if applicable) * Assign client care plans * Assist with caregiver training and orientations * + other duties ...

Junior Registered Nurse

Columbus, OH ยท On-site

$21 - $25/hr

Prepare treatment rooms and assist with client intake and pre-procedure documentation * Support senior clinical staff during select procedures when needed * Maintain accurate and compliant medical ...

Showing results 21-40

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 Ohio?

The most popular types of Client Intake jobs in Ohio are:

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

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

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

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

Infographic showing various Client Intake Assistant job openings in Ohio as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 10% Part Time, and 8% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution.

Counselor Assistant- CDCA Full time

Lorain, OH โ€ข On-site

Silver Maple Recovery
Human Resource Programs Administrationย โ€ขย 11 - 50 employees

Full-time

Re-posted 2 days ago


Job description

Duties and Responsibilities include the following. Other duties may be assigned.
1. Aide admissions staff in new client intake and client orientation to SMR program in
accordance with new client intake policies and procedures.
2. Ensures timeliness of clients to and from meals, groups, individual therapy, meetings, and
outside appointments in accordance with daily schedule.*
3. May conduct morning and evening meditation groups.
4. 60% Productivity to be spent providing direct service
5. Co-facilitates psychoeducational groups.
6. Provides oversight of clients during scheduled recreation/leisure activities, including but
not limited to educational films.
7. Maintains appropriate documentation in EHR system in accordance with SMR policies
and procedures and in a manner which promotes continuity of care.
8. Supports onsite staff with the enforcement of and accountability for rules and guidelines
as outlined in handbooks.*
9. Assists staff and clients in the administration and performance of urinalysis collection and
breathalyzer testing in accordance with policies and procedures.*
10. Responsible for the safe transportation of all clients in accordance with the
SMR transportation safety guide and procedures.
11. Communicates concerning client behavior to appropriate staff in a manner which staff
fully understands.*
12. Assists in crisis intervention as appropriate in accordance to policy and procedures.*
13. Responsible for transporting prospective and/or existing clients that may be transferring
facilities, admitting, or discharging from SMR in accordance with SMR Transportation
Safety Guide and Procedures.*
14. Interacts with and supervises clients during on-site activities in a manner which protects
client confidentiality and supports client care.*
15. Performs other duties as assigned by supervisor.

Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty
satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or
ability required. Reasonable accommodations may be made to enable individuals with disabilities
to perform the essential functions.
Language Ability:
Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to
write simple correspondence. Ability to effectively present information in one-on-one and small
group situations to customers, clients, and other employees of the organization.
Math Ability:
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common
fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar
graphs.
Reasoning Ability:
Ability to apply common sense understanding to carry out detailed but uninvolved written or oral
instructions. Ability to deal with problems involving a few concrete variables in standardized
situations.
Computer Skills:
To perform this job successfully, an individual should have knowledge of word processing
software, and spreadsheet software.
Education/Experience:
Associateโ€™s degree in behavioral health field or nursing plus two years related experience
Bachelorโ€™s degree in any field plus one to two years related experience

Certificates and Licenses:

  • Current CPR and First Aid certificate
  • Current TB test
  • Valid driver's license
  • CDCA

Knowledge, Skills and Other Abilities:

  • Oral and written communication skills
  • Professionalism

Physical Demands:
The physical demands described here are representative of those that must be met by an
employee to successfully perform the essential functions of this job. Reasonable
accommodations may be made to enable individuals with disabilities to perform the essential functions.


While performing the duties of this job, the employee is regularly required to sit; and talk or hear.
The employee is frequently required to stand; walk; use hands; and reach with hands and arms.
The employee is occasionally required to climb or balance; and stoop, kneel, crouch or crawl.
The employee must frequently lift and/or move up to 20 pounds. Specific vision abilities required
by this job include close vision, distance vision, peripheral vision.

WORKING CONDITIONS: Work is performed in an office or other environmentally controlled room;
Work exposes incumbent to contagious or infectious diseases; Work may expose incumbent to dangerous and volatile situations; and Work exposes incumbent to possible bodily injury.