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Client Intake Assistant Jobs in Washington (NOW HIRING)

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Operations & Growth Coordinator

Alexandria, VA · On-site

$65K - $80K/yr

This is not a traditional assistant role. This position is critical to maintaining structure ... Handle client intake and onboarding coordination Financial & Administrative Support * Support ...

Cair-foundation Inc

Legal Assistant

Washington, DC · On-site

$28.84/hr

Conducting client intake and keeping detailed and organized case logs. Legal assistants handle and submit briefs for e-filing with various federal courts. Providing ongoing administrative support for ...

Carlton Fields

Legal Resource Assistant

Washington, DC · On-site

$50K - $55K/yr

Carlton Fields is seeking a Legal Resource Assistant for its Washington, DC office. The Legal ... Submission of client intake, opening of new matters, and conflicts requests. * Tracking, entering ...

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All JobsClient Intake JobsClient Intake Assistant JobsClient Intake Assistant Jobs in Washington

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 Washington?

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

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

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

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

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

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

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

Client Intake Assistant jobs near you
Infographic showing various Client Intake Assistant job openings in Washington as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 14% Part Time, and 6% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution.

Dermatology Nurse Practitioner/Physician Assistant- Rockville, MD

Anne Arundel Dermatology

Rockville, MD • On-site

$101K - $138K/yr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 8 days ago

Anne Arundel Dermatology rating

7.1

Company rating: 7.1 out of 10

Based on 24 frontline employees who took The Breakroom Quiz

Job description

Job Opportunity At Anne Arundel Dermatology

At Anne Arundel Dermatology we give exceptional care - to our patients and to eachother.

Patient First | Caring | Accountability | Trust | One Team | Growth

Anne Arundel Dermatology is an exclusive Dermatology practice and we are expanding our specialized services. We have been serving patients for over 50 years and are currently seeking a Board Certified Nurse Practitioner or Physician Assistant with 2+ years of experience in Dermatology to join our team in our Rockville, Maryland office!

This is an exciting opportunity to join an established and busy office in a desirable location in the DMV area. Our support team is ready to work with you to provide the best care possible to the patients in our community.

Responsibilities
  • Promote a professional and welcoming atmosphere that enhances the quality of service and care our patients deserve.
  • Have a thorough working knowledge of all medical protocols, standard operating procedures and policies.
  • Adhere to designated standards and protocols for medical documentation for services performed.
  • Review all new client intake forms, document client treatments and plans of care.
  • Build patient partnerships by appropriately matching patient needs to the various services and products offered and clearly educating the patient on how they will receive the most benefit.
  • Other duties as assigned.

Full time 32-40 hours per week

Salary: $120,000+

Qualifications
  • Knowledge of Clinical Dermatology services and treatments
  • Excellent customer service skills and bedside manner
  • Exceptional communication skills (verbal & written)
  • Well organized, efficient, and able to operate in a busy work environment
  • Team oriented
  • Operates in a transparent manner with integrity
  • Willingness to succeed and grow individually as well as part of a team
Licensure/Certifications/Education

Board Certified Nurse Practitioner or Physician Assistant

State Licensure

Full time employees (defined as regularly working at least 30 hours per week) are eligible for the following benefits:

  • Medical, Dental & Vision insurance – effective 1st of the month after date of start
  • Short-term and long-term disability, Voluntary life (employee, spouse, and child), Critical Illness, and Hospital Indemnity – Effective the 1st of the month following date of hire
  • Company provided Basic Life/AD&D insurance
  • Paid time off
  • Paid holidays
  • Retirement Savings account
  • Employee discount on cosmetic services and products

What Anne Arundel Dermatology employees say

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Benefits

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