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Client Intake Assistant Jobs in Ontario (NOW HIRING)

ORANGE THEORY FITNESS

Member Ambassadors assist in running all "front of house fitness studio operations. Ideal ... Conducts proper on-boarding of all OTF clients through the use of Client Intake Forms and FP ...

ORANGE THEORY FITNESS

Member Ambassadors assist in running all "front of house fitness studio operations. Ideal ... Conducts proper on-boarding of all OTF clients through the use of Client Intake Forms and FP ...

Perch

Mortgage Agent/Broker (Ontario)

Toronto, ON · Remote

Our professional support team handles client intake, document gathering, and appraisal bookings ... to assist in screening, assessing, or selecting applicants. Compensation for this role is ...

Jean Tweed Centre

Indigenous Case Manager

Etobicoke, ON · On-site

CA$28.84 - CA$33.73/hr

Conduct client intake where designated. * Assess clients needs to determine a service plan ... We are committed to working from an inclusive and holistic anti-oppression framework to assist ...

Jean Tweed Centre

Indigenous Case Manager

Etobicoke, ON · On-site

CA$28.84 - CA$33.73/hr

Conduct client intake where designated. * Assess clients needs to determine a service plan ... We are committed to working from an inclusive and holistic anti-oppression framework to assist ...

Linds & Associates

Legal Assistant

Richmond Hill, ON · On-site

Junior Legal Assistant Richmond Hill Our client, a friendly general law practice, is growing and in ... intake of work and maintaining the calendar and critical dates of transactions. In addition you ...

Linds & Associates

Legal Assistant

Richmond Hill, ON · On-site

Junior Legal Assistant Richmond Hill Our client, a friendly general law practice, is growing and in ... intake of work and maintaining the calendar and critical dates of transactions. In addition you ...

Springboard

YJR-U24-12 Youth Worker

Toronto, ON · On-site

CA$27.16/hr

This community based program aims to assist youth in responding to the contributing factors that ... client intake, assessment, counselling, conflict resolution o Use multimedia teaching tools such as ...

Amplifon

Client Care Coordinator

Parry Sound, ON · On-site

CA$19 - CA$24/hr

In this role, you will manage the customer intake process, support clinical screenings, and drive ... Monitor inventory, assist with billing and invoicing, and manage walk-in inquiries. * Maintain the ...

IFDS

Client Account Manager

Toronto, ON · On-site

Support project intake processes, including high-level estimates (HLEs), statements of work (SOWs ... activities. * Assist with large-scale initiatives such as system migrations, data center ...

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All JobsClient Intake JobsClient Intake Assistant JobsClient Intake Assistant Jobs in Ontario

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 Ontario?

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

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

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

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

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

What cities in Ontario are hiring for Client Intake Assistant jobs?

Cities in Ontario with the most Client Intake Assistant job openings:

Client Intake Assistant jobs near you
Infographic showing various Client Intake Assistant job openings in Ontario as of August 2026, with employment types broken down into 1% As Needed, 72% Full Time, 21% Part Time, and 6% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution.

Member Ambassador - Las Colinas - FT Opener - Monday - Friday - 4:30am-11:30am & weekend availabi...

On-site

ORANGE THEORY FITNESS
Fitness and Sports Centers • 5 - 10K employees
Learn more about ORANGE THEORY FITNESSexternal

Full-time

Posted 24 days ago

Orangetheory Fitness rating

5.9

Company rating: 5.9 out of 10

Based on 90 frontline employees who took The Breakroom Quiz

Job description

Member Ambassadors assist in running all "front of house fitness studio operations. Ideal candidates hold a passion for fitness, have strong customer service skills, and have basic sales experience. The Member Ambassador is responsible for meeting and exceeding all key performance sales indicators for the fitness studio, including package offerings, memberships, membership renewals, retail and concession sales, and maximizing workout traffic.

ESSENTIAL DUTIES & RESPONSIBILITIES:
  • Achieves daily, weekly and monthly sales and membership goals.
  • Establishes and maintains an effective referral program.
  • Maintains accurate records using established OTF sales systems.
  • Conducts telephone inquiries/follow up calls/customer care calls.
  • Leads OTF studio previews with prospects and/or fitness program holders.
  • Greets members and guests promptly, enthusiastically and with a smile to create a friendly positive entrance into the OTF studio.
  • Maintains an organized and clean lobby/front desk area.
  • Processes accurate cash and credit card transactions.
  • Delivers timely follow up and follow through activities with all prospective clients.
  • Responds to member requests, inquiries and concerns with a sense of urgency.
  • Troubleshoots and solves technical issues successfully.
  • Conducts proper on-boarding of all OTF clients through the use of Client Intake Forms and FP Agreements.
  • Works closely with Fitness Team to ensure that processes are fulfilled.
  • Demonstrates a friendly, positive attitude and passion for OTF as a business.
  • Models and supports OTFs values and culture.
  • Other duties as assigned by supervisor.
  • REQUIRED SKILLS & QUALIFICATIONS
  • Excellent interpersonal and customer service skills
  • Solid verbal and written communication skills
  • Detail-oriented and extremely organized with the ability to multi-task in a fast-paced environment
  • Ability to identify, analyze, and develop solutions to problems
  • Functional computer skills required MS Office basic programs (word, excel), Internet, Basic computer program software use
  • Ability to work and function in an ORANGE TEAM environment (Orange is more than a just a color, its an attitude)
  • Must have the ability to work a flexible schedule, including evenings and/or weekends
  • Passion for health and fitness and helping others succeed
  • Must possess a passion for continuous learning and a strong desire for career growth

EDUCATIONAL QUALIFICATIONS

  • High School Diploma required
  • Previous sales experience, with strong sales skills (experience working in a sales quota bearing structure highly preferred)

What Orangetheory Fitness employees say

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