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Client Intake Assistant Jobs (NOW HIRING)

Clydeco

Client Intake & Rates Coordinator

Kansas City, KS · Hybrid

$17.25 - $23.75/hr

The Firm's Kansas City Office seeks an energetic, enthusiastic and experienced Client Intake ... Create and modify bill groups to include addresses and contacts; assist with creating matter plans ...

Marsden Law

Legal Intake Specialist

Holliston, MA · On-site

$18.50 - $24.75/hr

The Client Intake Specialist's primary goal is to build relationships with our former, current, and ... • Assist other staff as requested and perform other general office duties as needed.

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How much do client intake assistant jobs pay per hour?

As of Jul 13, 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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Client Intake Assistant jobs near you
HEAT Intake Assistant

HEAT Intake Assistant

Utah Community Action

Salt Lake City, UT • On-site

$18.17/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 19 days ago

Job description

We're Hiring: HEAT Intake Assistant | $18.17/hr. + Amazing Benefits!
Location: Salt Lake Area, UT | Schedule: Typically, Monday - Friday 8:30 am - 5:00 pm (on-site) | Type: Full-Time | FLSA: Non-Exempt
Are you passionate about helping people, great at multitasking, and energized by meaningful work? Utah Community Action is looking for a HEAT Intake Assistant to serve as the primary point of contact for our utility assistance programs-and a vital advocate for our clients.
This is more than a front-desk role. It's an opportunity to support individuals and families through challenging moments with compassion, professionalism, and purpose.
A Day in the Life:
  • Answering incoming calls, voicemails, and emails related to utility assistance
  • Welcoming and assisting walk-in clients with care and respect
  • Educating clients about Utah Community Action utility assistance programs and eligibility
  • Conducting initial screenings and processing applications
  • Gathering documentation and scheduling appointments
  • Referring clients to additional community resources to meet their needs
  • Participating in outreach efforts (occasionally outside regular business hours)

All work is done using a trauma-informed, client-centered approach, because people come first, always.
What You'll Need to Succeed
Minimum Requirements
  • High School Diploma or GED
  • Microsoft Office proficiency

Bonus Points (Preferred but Not Required)
  • Associate's or Bachelor's Degree
  • Bilingual skills
  • Office assistant or administrative experience

Travel & Flexibility
This position regularly travels along the Wasatch Front, and the employee will be required to provide reliable transportation.
Work Environment & Physical Demands
  • Requires mobility and physical dexterity
  • Ability to read, focus, organize, recall, and retain information
  • Must be able to sit and/or stand for extended periods
  • Regular use of office equipment
  • Position is held in-office, typically in a cubicle or private office within a UCA program site or a partnering agency building
  • Exposure to normal office noise and foot traffic is expected

Pay & Perks
  • $18.17/hour
  • Medical, Dental, and Vision Insurance
  • HSA with up to $2,500 match + Telehealth access
  • 401(k) with 5% company match
  • 11 Paid Holidays + Paid Winter Break (Christmas-New Year's)
  • 192 PTO hours annually + Weekly Paid Self-Care Hour
  • Life & Disability Insurance, EAP, and more!

Why Utah Community Action?
At Utah Community Action, your work directly impacts lives. You'll be part of a mission-driven team that values compassion, professionalism, and community connection-while offering opportunities to grow and make a real difference every day.
Apply now! It only takes 3 minutes to join a team that's changing lives every day.
Utah Community Action is an Equal Opportunity Employer and the agency prohibits discrimination and harassment because of a person's protected status such as race, color, national origin, religion, age (40 and over), physical or mental disability, genetic information, veteran, military service, gender, sex (including conditions of pregnancy), marital status, familial status, sexual orientation, gender identity or any other protected- group status.

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