1

Client Intake Assistant Jobs in Westminster, CA (NOW HIRING)

Collect and verify client information through various channels. * Assist clients in navigating the intake process by providing clear instructions and support. * Demonstrate active listening to ...

Legal Assistant

Irvine, CA ยท On-site

$18 - $23/hr

Dental insurance MOET Law Group is seeking a reliable and detail-oriented Legal Assistant to ... This position plays a key role in daily firm operations by assisting with client intake ...

Support marketing efforts through follow-ups and lead tracking * Assist with general administrative ... legal intake preferred) * Excellent verbal and written communication skills * Strong phone ...

Be Seen First

We assist individuals and small businesses with their accounting and tax affairs to help them ... Manage the client intake process, including first contact, scheduling, gathering information, etc.

SUD Intake Specialist

Los Angeles, CA ยท On-site

$27.61/hr

Support client engagement efforts, including follow-ups and outreach for retention and attendance * Assist with client transportation when necessary * Perform additional duties as assigned by program ...

Intake Specialist

Torrance, CA ยท On-site

$18.25 - $24.50/hr

The Intake Administrator will be responsible for working with parents to assist with new patient ... Maintains and updates client records, keeping system information current * Provides reception ...

Billing Coordinator

Irvine, CA ยท On-site

$75K - $100K/yr

New Business Intake: * Assist with client and matter intake processes, ensuring compliance with firm policies and procedures. * Review and validate client/matter data for accuracy in Aderant and ...

next page

Showing results 1-20

Client Intake Assistant information

See Westminster, CA salary details

$13

$25

$38

How much do client intake assistant jobs pay per hour?

As of Aug 5, 2026, the average hourly pay for client intake assistant in Westminster, CA is $25.86, according to ZipRecruiter salary data. Most workers in this role earn between $20.82 and $29.76 per hour, depending on experience, location, and employer.

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 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 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 job categories do people searching Client Intake Assistant jobs in Westminster, CA look for? The top searched job categories for Client Intake Assistant jobs in Westminster, CA are:
What cities near Westminster, CA are hiring for Client Intake Assistant jobs? Cities near Westminster, CA with the most Client Intake Assistant job openings:

Intake Specialist (Bilingual: Eng./Sp.)

The Accident Guys

Los Angeles, CA โ€ข On-site

$25/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 20 days ago


Job description

The Accident Guys are hiring an intake assistant to join our Personal Injury department. No experience necessary if you have a successful sales background or are familiar with personal injury as we will train the right candidate. Prior intake experience and/or experience in personal injury is preferred.

The ideal candidate will have strong grammar skills, a positive attitude, is a team player and most importantly wants to help people who have been injured in an accident.


We are a social and technologically savvy, growing, and very reputable personal injury law firm that is looking to add to our amazing team. Our office is very fast-paced, with many cases going on simultaneously. We love what we do and have built a great family-like culture in our office.

This position is an in-office position. There will be training to properly prepare you for the position.


COMPENSATION:

  • $25/hr, DOE + Opportunity Bonuses approx. $1200+/month


BENEFITS:

  • Paid Holidays & Birthdays Off
  • Paid for Audible subscription and subsidized on-site Gym membership
  • Health, Dental & Vision Insurance
  • 401K and Profit Sharing
  • Paid Vacations and Sick Days
  • Excellent Work/Office Culture and Environment
  • Other Excellent Perks
  • Family-like work environment


RESPONSIBILITIES:

Core duties and responsibilities include the following. Other duties may be assigned:

  • Must be fluent in Spanish
  • Superior customer service skills
  • Handle new client calls from first call until client signs up with the firm
  • Listen and answer questions from prospective clients regarding their case
  • Set up clients with initial medical treatment


QUALIFICATIONS FOR THE POSITION:

  • Empathetic
  • Responsible
  • Outgoing personality
  • Must be comfortable speaking on the phone
  • Work well under pressure
  • Looking for a long-term position
  • Wants to help people who have been injured
  • Strong communication skills
  • Strong organization skills
  • Ability to handle many tasks at once
  • Candidates must be eager to learn, grow, and perform responsibilities to the best of their ability
  • Bilingual/Spanish


We run a paperless office and only use APPLE computers.

You can learn more about our office by visiting our website www.calltheaccidentguys.com.