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Client Intake Assistant Jobs in Toronto, ON (NOW HIRING)

Manage calendars for intake calls, conferences, and general meetings as required * Liaise with ... Revise estate planning documents in accordance with client instructions * Prepare and witness Will ...

Manage calendars for intake calls, conferences, and general meetings as required * Liaise with ... Revise estate planning documents in accordance with client instructions * Prepare and witness Will ...

RQ00692 - 3 x Jr. Business Analyst

Toronto, ON · Hybrid

CA$59.20 - CA$63.41/hr

Supporting end-to-end onboarding and intake activities for EHR and related digital health services ... The client will evaluate candidates based on both rate expectations and overall skill set when ...

Ensure warm welcome of residents, conduct intake interview of potential residents, orient new ... Complete daily logs, record medications and usage in the client information database (EMHware, SMIS ...

Intake and initial analysis/process design document * Solution design documentation (in partnership ... Project & Client Engagement * Assist with project management of automation deployments * Lead ...

Showing results 41-60

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.

Operations Manager

Woodbridge, ON • On-site

Full-time

Re-posted 20 days ago


Job description

Operations Manager

As an Operations Manager you will lead and guide a team of Care Experience Coordinators that support Bloom’s Digital Health and Home Care Services. In this leadership role you will optimize the effectiveness and efficiency of the team, creating an environment that is conducive to individual and team growth through coaching, mentoring and engaging staff. You will drive your team’s effectiveness on supporting Bloom’s mandate of providing patients, families, Care Pro’s, and Partners with the Best Care Experience in the Home Health Care Sector.

 Primary Duties:

 Intake Coordination and Care Pro/Client Management:

  1. Develops master schedule and manages ongoing staffing needs, while ensuring an appropriate match between client and the abilities/restrictions of field staff (client satisfaction calls within 24 hrs of first shift)
  2. Communicate with field staff and your team of coordinators to ensure excellent customer service to all clients
  3. Work closely with HR to recruit, train, develop and plan the succession of high performing, client focused intake coordinators.
  4. Lead team meetings, capacity planning, resource allocation and reporting on performance
  5. Maintain the Performance Management process including accessing skills gaps, developing and delivering training support, providing ongoing mentorship and coaching and delivering performance reviews and weekly check-ins
  6. Organize appropriate coverage of field staff in instances of vacations, leaves of absence, illness or injury
  7. Monitor and maintain attendance management program
  8. Provide daily, weekly, and monthly reports on various metrics related to the role such as missed care, referral acceptance etc. to internal office
  9. Create and maintain the client assignments for all the coordinators by geography, contract etc.
  10. Minimize overtime of field staff
  11. Support field-staff outside office hours as On-call Manager (occasional evening and weekends) in order to provide assistance and direction in case of an emergency
  12. Provide coordination coverage as appropriate when short staffed and during peak times

 Business Development

  1. Expand our contract with OHaH and 3rd party referral sources
  2. Liase with OHaH on a weekly basis and be involved in meetings as required to build relationships with OHaH representatives
  3. Provide reports as needed to OHaH and 3rd party referrals
  4. Work with clinical managers to ensure they remain up to date and bring ideas forward for continuous improvement policies, procedures, and company practices including overtime reduction strategies, field staff shortage strategies

 Additional Duties:

  1. Implement innovative and efficient procedures/strategies in areas of recruitment, placements, administrative tasks and interviews for time-management purposes and to stay within pre-set deadlines and budgets
  2. Document SOP’s for the intake coordination team for future training purposes
  3. Collaborates with payroll and HR department to handle field staff inquiries such as payroll issues, letters of employment and leave management
  4. Mitigate, handle and document, all client and field staff concerns in a timely manner and, as appropriate, notify managers
  5. Maintain confidentiality of all clients, staff, and company information at all times
  6. Responsible for completing Incident Reports for all direct reports and field staff who injure themselves on the job within 24 hours of the incident and notifying your direct manager and HR.

Salary range: $55k-$65K based on experience.

In compliance with Bill 190 (October 28, 2024), Bloom Care Solutions confirms that this posting represents an existing vacancy within our organization.

Bloom Care Solutions uses artificial intelligence–enabled technology in our recruitment and hiring process to assist with tasks such as screening and evaluating candidates; these tools are used in compliance with applicable Ontario employment legislation, and all hiring decisions are made by human decision-makers.

Bloom Care Solutions is an Equal Opportunity Employer. In accordance with AODA (Accessibility for Ontarians with Disabilities Act, 2005), Bloom Care Solutions will provide accommodations throughout the recruitment and selection process to applicants with disabilities. If you require disability-related accommodations, please inform the Human Resources staff. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, or any other legally protected status. We are committed to providing a diverse and inclusive workplace.

Any suspicious fraudulent job posts may be reported to our HR Department.