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Client Intake Assistant Jobs (NOW HIRING)

Job Duck LLC

V104 - New Client Intake Specialist

$18.25 - $24.25/hr

Follow intake procedures and scripts to ensure consistency * Assist with translation during ... Enter client information accurately into MyCase CRM * Schedule consultations with attorneys and ...

Yampaglia Law

Intake Specialist

Rutherford, NJ

$22 - $35/hr

Coordinate with attorneys, paralegals, and support staff to facilitate seamless client onboarding. * Monitor intake performance metrics and assist with reporting requirements. * Deliver exceptional ...

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How much do client intake assistant jobs pay per hour?

As of Jul 28, 2026, the average hourly pay for client intake assistant in the United States is $25.09, according to ZipRecruiter salary data. Most workers in this role earn between $20.19 and $28.85 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 are Client Intake Assistants?

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.
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What are the most commonly searched types of Client Intake jobs? The most popular types of Client Intake jobs are:
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What job categories do people searching Client Intake Assistant jobs look for? The top searched job categories for Client Intake Assistant jobs are:
Client Intake Assistant jobs near you
Infographic showing various Client Intake Assistant job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 76% Full Time, 20% Part Time, 1% Temporary, and 2% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $52,177 per year, or $25.1 per hour.
Client Intake Sales Operations Manager

Client Intake Sales Operations Manager

Abramson Labor Group

Burbank, CA • On-site, Remote

$120K - $180K/yr

Full-time

Medical, Dental, Vision, PTO

Posted 6 days ago

Job description

Company Description

At Abramson Labor Group, we're not just committed to defending employee rights-we're passionate about it. Whether you're up against a small business or a corporate giant, our highly skilled team of attorneys and legal professionals are ready to fight for you. Headquartered in vibrant Burbank, California, we focus on exclusively protecting employees throughout the entire state of beautiful California. Our dedicated attorneys, paralegals and legal assistants work tirelessly to secure the justice you deserve in all workplace disputes. We pride ourselves on delivering top-notch solutions with integrity, efficiency, and professionalism. Choose Abramson Labor Group and let us champion your cause with unwavering dedication.

Job Description

Position Summary

We are seeking a Client Intake Operations Manager to lead the day-to-day operations of our growing Intake team. This is a key leadership role responsible for overseeing a team of 40-60 intake specialists and coordinators, including both domestic and overseas staff, and ensuring every prospective client moves smoothly and efficiently from first contact through case onboarding.

This role requires close attention to speed, accuracy, and client experience across the intake funnel. The ideal candidate is an experienced operations leader with a strong background in intake, client services, or call-center-style operations, and a track record managing distributed or remote teams.

Key Responsibilities

  • Lead and manage a team of 40-60 intake staff, including performance oversight, scheduling, and resource planning.
  • Own the end-to-end intake workflow, from initial client inquiry through qualification, documentation, and handoff to the Sales/Legal teams.
  • Maintain intake process documentation, define clear ownership at each step, and hold the team accountable to service-level standards.
  • Identify bottlenecks in the intake pipeline and lead process redesign efforts to reduce response time and improve conversion.
  • Manage and optimize CRM and intake software platforms; build dashboards to track call volume, response time, and conversion rates.
  • Partner closely with Sales, Legal, and Marketing teams to ensure leads are qualified, routed, and followed up on correctly.
  • Develop training materials, SOPs, and KPIs for intake staff; support hiring and onboarding with HR.
  • Track daily, weekly, and monthly intake metrics and report performance insights to senior leadership.
Qualifications
  • 4+ years of experience in client intake, call center operations, or business operations, preferably in a high-volume professional services or legal setting.
  • Demonstrated success managing mid-to-large teams (40+ individuals), including offshore and remote staff.
  • Strong experience with CRM tools (e.g., Salesforce, HubSpot) and intake/case management software.
  • Fluent or highly proficient in Spanish is strongly preferred.
  • Excellent organizational, leadership, and communication skills.
  • Comfortable balancing strategic process improvement with hands-on daily management.
  • High attention to detail and a proactive, metrics-driven approach to problem-solving.
Additional Information

Benefits

Our law firm offers eligible employees a comprehensive benefits package that includes medical, dental and vision insurance coverage. We also provide eligible employees with flexible time off plans including Unlimited Paid Time Off (PTO), and paid holidays.

Department

Sales 

Employment Type

Full Time

Location

California

Workplace type

On-site

Compensation

$120,000 - $180,000

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