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Client Intake Assistant Jobs in Katy, TX (NOW HIRING)

IM Houston

Client Intake Specialist

Houston, TX · On-site

$17 - $22.75/hr

Job Title Answer and handle all client intake calls, complete intake assessments, determine ... Maintain contact with assessors. Assist in relaying client information and needs to assessors when ...

The Bowen Law Firm PLLC

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Receptionist/Client Intake

Houston, TX · On-site

$14 - $20/hr

We are seeking a Legal Assistant/Receptionist to become a part of our team! You will provide ... Responsibilities: * Answer phones, schedule appointments, follow up on client leads * Conduct ...

The Bowen Law Firm PLLC

Be Seen First

Receptionist/Client Intake

Houston, TX · On-site

$14 - $20/hr

We are seeking a Legal Assistant/Receptionist to become a part of our team! You will provide ... Responsibilities: * Answer phones, schedule appointments, follow up on client leads * Conduct ...

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All JobsClient Intake JobsClient Intake Assistant JobsClient Intake Assistant Jobs in Katy, TX

Client Intake Assistant information

See Katy, TX salary details

$11

$23

$34

How much do client intake assistant jobs pay per hour?

As of Sep 14, 2026, the average hourly pay for client intake assistant in Katy, TX is $23.02, according to ZipRecruiter salary data. Most workers in this role earn between $18.51 and $26.44 per hour, depending on experience, location, and employer.

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 Katy, TX?

The most popular types of Client Intake jobs in Katy, TX are:

What are popular job titles related to Client Intake Assistant jobs in Katy, TX?

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

What job categories do people searching Client Intake Assistant jobs in Katy, TX look for?

The top searched job categories for Client Intake Assistant jobs in Katy, TX are:

What cities near Katy, TX are hiring for Client Intake Assistant jobs?

Cities near Katy, TX with the most Client Intake Assistant job openings:

Client Intake Assistant jobs near you
Infographic showing various Client Intake Assistant job openings in Katy, TX as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 11% Part Time, and 6% Contract. Highlights an 75% Physical, 3% Hybrid, and 22% Remote job distribution, with an average salary of $47,872 per year, or $23 per hour.

Client Intake Specialist

Houston, TX • On-site

IM Houston
See more jobs at IM Houstonexternal

$17 - $22.75/hr

Other

Posted 9 days ago

Job description

Job Title

Answer and handle all client intake calls, complete intake assessments, determine baseline of client eligibility, direct client inquiries, assist in coordinating assessors and provide referrals.

Main Responsibilities

Complete intake assessment on all prospective client calls for Meals on Wheels (MOW)

Secure information from callers such as medical, psychological, and social factors contributing to client's situation and direct inquiries to client services staff.

Provide referral information to callers needing assistance from other organizations (including United Way). Refer eligible clients to other IM programs and services (such as Animeals).

Maintain contact with assessors. Assist in relaying client information and needs to assessors when needed.

Maintain client services data (number of re-/assessments completed, attrition, waiting list, etc.)

Fill out Change of Status Forms when needed.

Enter inquiries into and maintain MOW waiting list in client management system, Caseworthy ServTracker.

Determine client's initial eligibility for IM services using discretion and independent judgment with respect to the MOW qualifications and explained client situation.

Code intakes to the appropriate route.

Assist in developing flyers for MOW clients.

Compile records and prepare reports as needed from the SERVtracker system.

Act as a backup to the Client Services Coordinator.

Document and address client concerns.

Other duties as requested by supervisor.

Qualifications, Skills & Experience

High school diploma or equivalent is required. Associate degree or higher is preferred.

Minimum two years of customer service and clerical experience.

Bilingual (English/Spanish).

Computer proficiency required. Experience using Microsoft Office (esp. Excel) and databases.

Must be dependable and have good organizational and interpersonal skills.

Strong and proven attention to detail, interpersonal and computational skills.

Detail oriented with good organizational skills and effective verbal and written communication skills.

Must have reliable transportation, valid driver's license, and automobile liability insurance.

We are an equal opportunity employer. All applicants will be considered for employment without attention to race, age, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

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