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Client Intake Assistant Jobs in Toronto, ON (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 ...

New

Counsellor, Intake

Etobicoke, ON ยท On-site

CA$25.59 - CA$29.93/hr

... * Assist applicants with preparation for program through the provision of support, liaison with ... Maintain a client service orientation including learning about/addressing client needs and concerns.

... and Therapy Assistants provide services in homes, long-term care facilities, and schools in the ... Processing client services reports and updates * Conducting quality control checks * Keep up to ...

New

Intake Worker

Toronto, ON ยท On-site

CA$67K/yr

... programs that will assist residents to successfully re-integrate into the community ... client rent on a monthly basis To ensure that the room roster is maintained and updated regularly ...

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 ...

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 ...

... client business intake and conflicts checks Schedule travel, appointments and meetings Update attorneys' calendars and contact lists Assist with LA overflow work Qualified candidates must possess a ...

... client business intake and conflicts checks Schedule travel, appointments and meetings Update attorneys' calendars and contact lists Assist with LA overflow work Qualified candidates must possess a ...

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 ...

Indigenous Case Manager

Etobicoke, ON ยท 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 ...

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 ...

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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 Toronto, ON?

The most popular types of Client Intake jobs in Toronto, ON are:

What are popular job titles related to Client Intake Assistant jobs in Toronto, ON?

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

What job categories do people searching Client Intake Assistant jobs in Toronto, ON look for?

The top searched job categories for Client Intake Assistant jobs in Toronto, ON are:

Infographic showing various Client Intake Assistant job openings in Toronto, ON as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 20% Part Time, and 6% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution.

Client Operations & Intake Specialist

Morpheus Hypnosis Ltd.

Toronto, ON โ€ข On-site

CA$22 - CA$25/hr

Full-time

Posted 22 days ago


Job description

The Opportunity

The Morpheus Clinic for Hypnosis is an established Toronto practice founded in 2006. We provide practical, results-oriented hypnosis services to an intelligent and discerning clientele.

We are looking for an unusually capable recent graduate or early-career professional to become a central part of our clinic’s daily operations.

This is not simply a reception or administrative position. It is a broad early-career role combining client intake, consultative sales, scheduling, administration, marketing support, and operational problem-solving.

You do not need extensive professional experience. You do need maturity, excellent communication, commercial common sense, strong follow-through, and a serious attitude toward work.

For the right person, this role offers a broader professional education than most entry-level jobs. You will work closely with the people running an established practice and learn how client psychology, sales, marketing, service standards, operations, and commercial decision-making fit together.

You will be given meaningful responsibility early. As you demonstrate sound judgment and reliability, you will earn greater autonomy and the opportunity to take ownership of larger parts of the business.

What You Will Do

Client Intake and Consultative Sales

You will often be the first person a prospective client speaks with.

You will respond to inquiries, conduct structured intake conversations, understand what the prospective client wants to change, determine whether our services are appropriate, explain the available options, discuss pricing, and guide the person toward a clear next step.

This is not aggressive sales. It requires listening carefully, thinking clearly, communicating value, and helping people make sensible decisions.

Client Communication and Follow-Through

You will manage appointment confirmations, follow-ups, payments, and ongoing client communication.

You should understand that sending one email is not always the completion of a task. Following up, confirming the outcome, updating the record, and closing the loop are also part of the work.

Clinic Operations

You will help manage the schedule, inbox, client records, supplies, reception area, and the many details required to keep the clinic operating smoothly.

You should naturally notice unanswered inquiries, scheduling conflicts, incomplete records, overflowing garbage bins and other problems before someone has to point them out.

Marketing Support

You will assist with short-form video posting, online listings, events, and other practical marketing activities.

You do not need to appear on camera. You do need to be comfortable learning digital tools, following brand standards, and understanding how marketing contributes to business results.

How We Work

We operate with high standards, direct communication, and relatively little bureaucracy.

Expectations are stated clearly. Feedback is specific and intended to improve the work. Problems are discussed openly rather than communicated through hints, subtext, or office politics.

Our leadership style is analytical, literal, and systems-oriented. We care about what is true, what works, and what produces a better result.

You will be treated as an adult and expected to behave like one: arrive on time, keep commitments, acknowledge mistakes, ask intelligent questions, raise problems early, and complete tasks without repeated reminders.

We do not expect perfection. We do expect honesty, conscientiousness, and visible improvement.

Who We Are Looking For

Our ideal candidate may be a recent graduate in philosophy, psychology, history, literature, political science, communications, business, or another intellectually demanding field.

A liberal arts background is particularly welcome when accompanied by practical judgment and commercial awareness.

You are likely to succeed here if:

  • You write clearly, correctly, and precisely.
  • You care about grammar and the meaning of words.
  • You are intellectually curious and read beyond what is required of you.
  • You are punctual, organized, and highly dependable.
  • You understand that follow-up is part of completing a task.
  • You remain calm and professional with anxious or demanding clients.
  • You are comfortable discussing money and recommending services.
  • You can perform routine work without treating it as beneath you.
  • You accept direct feedback without becoming defensive.
  • You notice problems and take reasonable action without waiting to be told.
  • You want to understand how an entire business works.

Professional experience is helpful, but it is not our primary selection criterion. We would rather hire a serious and capable new graduate than an experienced applicant with weak writing, poor judgment, or inconsistent work habits.

Long-Term Potential

We hope to hire someone who can remain with the clinic for several years, become increasingly capable, and take responsibility for larger areas of the business.

Advancement will depend on demonstrated judgment, reliability, initiative, and commercial contribution. For an exceptional long-term fit, the role could eventually develop into senior operational leadership or another form of deeper involvement in the clinic.

Nothing is guaranteed. The opportunity grows as your contribution grows.

Schedule

  • Full-time, regular hours
  • Workweek spread across four or five days
  • Mandatory Saturday shift
  • In-person work in downtown Toronto

How to Apply

Please include:

  • Your resume.
  • A short cover letter, addressed to Luke, explaining why this particular role appeals to you.
  • An unofficial academic transcript or authentic writing sample is optional but encouraged, particularly for recent graduates.

AI-assisted applications are acceptable, provided that you have personally reviewed the writing and can discuss every claim in an interview. Generic applications will not be competitive.

Please do not otherwise call or visit the clinic without an invitation.

Company Description

Established in 2006, our long-term ambition is to become the best hypnosis centre on the planet, and to transform the way that mental health care is delivered.