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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 ...

Reporting to the Manager of Halton Housing Services, this position will assist in providing intake ... Services are based on a client-centered, residential harm reduction, housing first approach to ...

Commercial Lines CSR

Mississauga, ON ยท On-site

CA$68K/yr

Identify opportunities to round accounts and enhance client coverage where appropriate. * Assist with claims intake and follow-up when required. * Maintain compliance with RIBO requirements and ...

Our client is seeking an experienced Senior Project Coordinator to join their growing IT PMO team ... Experience supporting project governance, intake management, and PMO reporting activities

RQ00692 - 3 x Jr. Business Analyst

Toronto, ON ยท 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 ...

The Control Centre Operator for our National Communications Centre will be responsible for intake ... Enter new client locations / information into system(s); * Informs clients (internal & external) by ...

... intake program and work with internal stakeholders for product roadmap development and market ... feedback * Assist in exploration, rollout and coordination of client user groups Operational ...

Sales Support Associate

Toronto, ON ยท Hybrid

CA$45K - CA$76K/yr

Maintain integrity of notes and tools used to track work activity, work intake and follow ups * Assist advisors with client facing requests for administrative/service-related inquiries such as: non ...

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.

Community Resource Navigator

PACE Independent Living

Toronto, ON โ€ข On-site

CA$62K - CA$72K/yr

Full-time

Posted 10 days ago


Job description

We areย hiring aย 

Community Resource Navigator

About PACE

PACE is a non-profit community support service organization that provides support services to adults with disabilities who are committed to living independent lives. PACE provides support services to more than 350 individuals, who have a variety of disabilities. We operate 7 supportive housing sites where people live independently along with a Community Outreachย programย that provides support services in people's homes.ย PACE has been accredited withย Accreditation Canada, since 2010.ย ย 

We encourage you to review our website to learn more about us atย www.pace-il.ca

Salary:ย ย $62,520.18 - $72,478.02

Position Summary

The Community Resource Navigator works collaboratively with Program Management, the Interdisciplinary Team, clients, caregivers, and community partners to enhance client independence, wellbeing, and successful community integration through coordinated service navigation, transition planning, community resource development, and client-centered support. Acting as a bridge between clients, caregivers, healthcare providers, community agencies, and internal teams, the Facilitator helps clients navigate complex health and social service systems while ensuring access to resources that support quality of life, independence, and achievement of personal goals.ย 

This position is full-time (40 hours per week), Monday to Friday with a competitive salary and a comprehensive benefit package.ย  Core work hours are 8:30am to 4:30pm.ย  You are able to do a staggered start time one (1) hour either way of 8:30am.ย ย Work is performed across PACE locations, community settings, and client homes, with regular travel between sites.ย ย Given the nature of this role, you will be required to work some non standard hours and on call work is required.ย ย 

What you will do:Independent Living Facilitation & Client Planning (20%)
  • Promote PACE's Independent Living philosophy and support client autonomy, choice, dignity, and self-determination.
  • Facilitate individualized planning processes that identify goals, strengths, risks, barriers, and support needs.
  • Coach clients in life skills development and self-advocacy.
  • Support clients and caregivers through life transitions and changing support requirements.
  • Collaborate with interdisciplinary teams to ensure coordinated and holistic service planning.
  • Assist with complex client situations requiring enhanced coordination and problem-solving.ย 
System Navigation & Community Partnership Development (25%)
  • Act as a resource regarding community services, funding programs, housing supports, caregiver resources, and government programs.
  • Build and maintain effective relationships with healthcare providers, Ontario Health atHome, community organizations, social service agencies, landlords, and funding partners.
  • Support clients in navigating healthcare, housing, disability, income support, and community service systems.
  • Identify and develop partnerships that increase opportunities and supports available to clients.
  • Advocate for clients when barriers to service access are identified.ย 
Transitions & Service Coordination (25%)
  • Coordinate transitions between care settings, including hospital-to-home, housing, service initiation, and discharge planning.
  • Ensure transition plans include appropriate supports, equipment, services, caregiver involvement, and risk mitigation strategies.
  • Facilitate communication among clients, caregivers, healthcare providers, and community partners.
  • Participate in care conferences, case discussions, and interdisciplinary reviews.ย 
Client Information, Education & Engagement (10%)
  • Develop and share client-focused information and resource materials.
  • Help clients understand available services, eligibility requirements, and community opportunities.
  • Gather client feedback and contribute to initiatives that enhance accessibility and client experience.ย 
Program Quality, Intake & Evaluation (20%)
  • Participate in intake reviews and service planning recommendations.
  • Complete interRAI Community Health Assessments (RAI-CHA) and other approved assessments.
  • Maintain accurate documentation and client records.
  • Support data collection, reporting, and quality improvement initiatives.
  • Participate in accreditation activities and represent PACE on community and sector committees as required.ย 
What you will bring:Education
  • Post-secondary education in Social Work, Social Service Work, Community Development, Health Sciences, or a related field.
  • Life Skills Instructor training is considered an asset.ย 
Experience
  • 3 to 5 years of experience in a community-based health, social service, or client support environment.
  • Experience in case management, life skills instruction, RAI-CHA assessments, and community system navigation.
  • Experience supporting adults with physical and complex disabilities.
  • Experience coordinating transitions across care settings.
  • Experience facilitating client-centered planning and decision-making.
  • Experience working with interdisciplinary teams and external community partners, including Ontario Health atHome.
  • Knowledge of AODA standards and Health Service Organization Accreditation Standards.
  • Experience in a unionized environment is considered an asset.ย 
Skills & Competencies
  • Client-centered service delivery
  • Empathy, professionalism, and confidentiality
  • Teaching, coaching, and behavioural support
  • Conflict resolution and de-escalation
  • Strong verbal, written, and active listening skills
  • Critical thinking and problem-solving
  • Organizational, planning, and prioritization skills
  • Project coordination and relationship building
  • Proficiency with Microsoft Teams, SharePoint, and client documentation systems such as GoldCare
Professional Memberships
  • Membership with the Ontario College of Social Workers and Social Service Workers (OCSWSSW) is considered an asset.ย 

PACE is committed to creating an accessible and inclusive organization. We are committed to providing barrier-free and accessible employment practices in compliance with theย Accessibility for Ontarians with Disabilities Act (AODA).ย Should you require code-protected accommodation through any stage of the recruitment process, please make them known when contacted and we will work with you to meet your needs. Disability-related accommodation during the application process is available upon request.

Additional Information
This position is an existing vacancy within the organization.

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Employment Type: Full Time