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Client Intake Assistant Jobs in Calgary, AB (NOW HIRING)

Coordinates with the client to obtain required medical records prior to examination * Reviews ... In the employment and insurance sector we assist in facilitating healthy employees and satisfied ...

Coordinates with the client to obtain required medical records prior to examination * Reviews ... In the employment and insurance sector we assist in facilitating healthy employees and satisfied ...

Through intake, assessment, referral, advocacy, follow-up, and service coordination, the Family ... Maintain accurate and timely client documentation * Facilitate referrals to FRN programs and ...

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 Calgary, AB?

The most popular types of Client Intake jobs in Calgary, AB are:

What job categories do people searching Client Intake Assistant jobs in Calgary, AB look for?

The top searched job categories for Client Intake Assistant jobs in Calgary, AB are:

Infographic showing various Client Intake Assistant job openings in Calgary, AB as of August 2026, with employment types broken down into 1% As Needed, 68% Full Time, 25% Part Time, and 6% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution.

Intake Coordinator (32443)

IME RESOURCES LLC

Calgary, AB • On-site

$23 - $26/hr

Full-time

Re-posted 11 days ago


Job description

Direct IME is looking for a full-time Intake Coordinator to join our team!

The Intake Coordinator handles all aspects of a referral from receipt of referral through scheduling, to on to confirming attendance. Duties include, but not limited to, intake, scheduling, review of medical documents, customer service, data entry, telephone duties, and clinic coverage.

The schedule is Monday to Friday.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Handles the Intake of new referrals of various types from a variety of sources
  • Reviews for complete information, appropriateness of assessor requested for benefits in question, determine if CAT review is required
  • Inputs referral information into IME-Centric, adding case notes and archives emails in IME-Centric per Company policies
  • Schedules examinations through IME Centric for single and multiple assessments
  • Schedules and confirms appointment dates and times with physicians' offices
  • Communicates with clients regarding appointment scheduling, physician CV's, appointment changes, no shows, cancellations, and receipt of medical records and/or images. Communicate with examinee as required by the client.
  • Coordinates with the client to obtain required medical records prior to examination
  • Reviews medical documents to check for conflict of interest, breaches in confidentiality, remove duplicates and confirm questions have been received and match the type of assessment requested. Moves cases to the appropriate queue to have medical documents sent to the assessor.
  • Communicates with physicians, clients and or examinees regarding any changes due to cancellation or rescheduling
  • Coordinates ancillary services such as interpretation, chaperones, transportation, and or exam site rentals when needed. Ensures the appropriate steps are taken to cancel and/or reschedule services upon appointment change or cancellation
  • Make reminder calls to examinees in advance of the assessment date
  • Confirms if examinee has attended assessment and requests consent forms. Inform client of any no shows and ask for direction.
  • Handles and responds promptly to incoming calls, e- mails or faxes from physicians or clients requesting report status and/or information
  • Assists with clinic coverage as required
  • Arrange lodging and or transportation for out-of-town examinees, assists with directions, etc. Arranges for diagnostic tests as required.
  • Monitors various work queues to ensure all cases are followed up on and moved forward per company standards
  • Participate in various educational and or training activities as required
  • Other duties as assigned

EDUCATION AND/OR EXPERIENCE

  • High school diploma or equivalent required.
  • A minimum of one year related experience; or equivalent combination of training and experience.
  • Experience in a medical or legal office preferred.

QUALIFICATIONS

  • Ability to handle multiple phone lines with heavy call volume.
  • Ability to operate computer, fax, copier, scanner, and telephone
  • Must be able to type a minimum of 35 W.P.M.
  • Ability to follow instructions and respond to upper managements’ directions accurately
  • Demonstrates accuracy and thoroughness.
  • Must demonstrate exceptional communication skills by conveying necessary information accurately, listening effectively and asking questions where clarification is needed.
  • Must be able to work independently, prioritize work activities and use time efficiently.
  • Must be able to maintain confidentiality.
  • Must be able to demonstrate and promote a positive, team -oriented environment.
  • Must be able to stay focused and concentrate under normal or heavy distractions.
  • Must be able to work well under pressure and or stressful conditions.
  • Must possess the ability to manage change, delays, or unexpected events appropriately.

ABOUT US:

Direct IME is one of Canada’s leading providers of independent medical assessments for a reason: your goal is our goal. At Direct IME we provide services to the legal community as well as insurers and employers. In the medical-legal sector whether its liability, medical malpractice, plaintiff or defense counsel, we provide unbiased medical reports across the entire spectrum. In the employment and insurance sector we assist in facilitating healthy employees and satisfied plan members through timely diagnosis, pro-active objective treatment recommendations, and most importantly, evidentiary opinion on return to work.

Direct IME is an Equal Opportunity Employer and affords equal opportunity to all qualified applicants for all positions without regard to protected veteran status, qualified individuals with disabilities and all individuals without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, age, or any other status protected under provincial or federal laws.

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