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Client Intake Assistant Jobs (NOW HIRING)

Womble Bond Dickinson

Lateral Intake Assistant

New York, NY · On-site

$41K - $51K/yr

Enter and maintain candidate, client, matter, and related-party information in the firm's intake, conflicts, and/or workflow systems with a high degree of accuracy. * Assist with conflicts and intake ...

Stange Law Firm

Supervise the Assistant Client Intake Director and other Client Intake personnel. * Ensure compliance with Firm policies and procedures. * Participate with firm leadership and Human Resources on ...

DUCK

V104 - Client Intake and Support Specialist

$18.25 - $24.25/hr

Client Intake And Support Specialist We are seeking a dedicated, compassionate, and proactive ... Monitor case progress and assist with moving matters through established workflows. * Update and ...

Womble Bond Dickinson

$41K - $51K/yr

Enter and maintain candidate, client, matter, and related-party information in the firm's intake, conflicts, and/or workflow systems with a high degree of accuracy. * Assist with conflicts and intake ...

Womble Bond Dickinson LLP

Lateral Intake Assistant

$41K - $51K/yr

Enter and maintain candidate, client, matter, and related-party information in the firm's intake, conflicts, and/or workflow systems with a high degree of accuracy. * Assist with conflicts and intake ...

Womble Bond Dickinson

Lateral Intake Assistant

Yuma, AZ · On-site

$41K - $51K/yr

Enter and maintain candidate, client, matter, and related-party information in the firm's intake, conflicts, and/or workflow systems with a high degree of accuracy. * Assist with conflicts and intake ...

Womble Bond Dickinson

$41K - $51K/yr

Enter and maintain candidate, client, matter, and related-party information in the firm's intake, conflicts, and/or workflow systems with a high degree of accuracy. * Assist with conflicts and intake ...

Womble Bond Dickinson LLP

Lateral Intake Assistant

$41K - $51K/yr

Enter and maintain candidate, client, matter, and related-party information in the firm's intake, conflicts, and/or workflow systems with a high degree of accuracy. * Assist with conflicts and intake ...

Womble Bond Dickinson

Lateral Intake Assistant

Minneota, MN · On-site

$41K - $51K/yr

Enter and maintain candidate, client, matter, and related-party information in the firm's intake, conflicts, and/or workflow systems with a high degree of accuracy. * Assist with conflicts and intake ...

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Client Intake Assistant information

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How much do client intake assistant jobs pay per hour?

As of Sep 15, 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 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.

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Client Intake Assistant jobs near you
Infographic showing various Client Intake Assistant job openings in the United States as of September 2026, with employment types broken down into 87% Full Time, 8% Part Time, and 5% Contract. Highlights an 62% Physical, 3% Hybrid, and 35% Remote job distribution, with an average salary of $52,177 per year, or $25.1 per hour.

Client Intake Director (St. Louis, MO)

Saint Louis, MO • On-site

Stange Law Firm
Legal Services • 51 - 200 employees
Learn more about Stange Law Firmexternal

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 17 days ago

Job description

Client Intake Director - Creve Coeur, Missouri (St. Louis Area)
Lead the Client Intake Team at One of the Nation's Largest Family Law Firms
Stange Law Firm, PC is seeking a dynamic, highly motivated Client Intake Director to lead the Firm's Client Intake Department from our St. Louis-area headquarters in Creve Coeur.
This leadership position is ideal for an experienced professional who excels at customer service, team leadership, data analysis, and operational management. The Client Intake Director plays a critical role in ensuring prospective clients receive an exceptional experience while helping the firm maximize client retention and continue its rapid growth.
This position offers a competitive salary, outstanding benefits, significant advancement opportunities, and the chance to help lead one of the nation's fastest-growing family law firms.
Responsibilities
Responsibilities include, but are not limited to:
  • Lead and manage the Firm's Client Intake Department.
  • Communicate with prospective clients by phone, email, and online chat to provide outstanding customer service and maximize client retention.
  • Ensure all prospective client inquiries are handled promptly and professionally.
  • Follow up with prospective clients who do not retain the firm after their initial consultation.
  • Oversee the Firm's conflicts process, ensuring all information is accurately entered into NetSuite, CaseFox, and other firm software.
  • Prepare and distribute daily conflict reports for attorney consultations.
  • Analyze retention rates for the firm, individual offices, and attorneys, and provide recommendations for improvement.
  • Coordinate and schedule consultations for attorneys throughout the firm.
  • Ensure appointment confirmations, directions, and consultation materials are provided to prospective clients.
  • Coordinate conflict checks prior to every consultation.
  • Prepare and distribute weekly case division and retention reports.
  • Recommend and implement improvements to the firm's client intake and retention processes.
  • Work closely with the Managing Partner, Partners, Director of Administration, and other firm leadership regarding client intake strategy and operational initiatives.
  • Attend management and operations meetings.
  • Supervise the Assistant Client Intake Director and other Client Intake personnel.
  • Ensure compliance with Firm policies and procedures.
  • Participate with firm leadership and Human Resources on personnel matters when needed.
  • Assist with special projects and perform other duties as assigned.
Qualifications
The ideal candidate will possess:
  • Bachelor's degree in Business, Communications, Legal Studies, Management, or a related field preferred, but not required.
  • Prior leadership or supervisory experience preferred.
  • Strong customer service and relationship management skills.
  • Excellent verbal, written, and interpersonal communication skills.
  • Strong analytical and organizational abilities.
  • High level of attention to detail.
  • Proficiency with Microsoft Office and other business software.
  • Typing speed of approximately 45 WPM or higher.
  • Ability to manage multiple priorities in a fast-paced environment.
  • Excellent attendance and professionalism.
  • Law firm, legal operations, intake, sales, or client service experience is preferred, but not required.
Why Join Stange Law Firm?
At Stange Law Firm, you'll become part of an organization committed to professional growth, innovation, and exceptional client service.
Competitive Compensation & Benefits
  • Competitive salary
  • Performance bonus opportunities
  • 401(k)
  • Company Matching 401(k)
  • Roth IRA option
  • 95-99% Employer-Paid Health Insurance (depending on state), plus buy-up options
  • Health Savings Account (HSA) options
  • Dental Insurance
  • Vision Insurance
  • Paid Vacation
  • Five Paid Sick Days
  • Three Personal Days
  • Nine Paid Holidays
  • Twenty-Four Work-From-Home Days
  • Paid Birthday Off
  • Company-provided laptop
Career Growth
  • Join one of the largest family law firms in the United States
  • Growing multi-state law firm with offices across the country
  • Leadership development opportunities
  • Promotion from within whenever possible
  • Direct collaboration with firm leadership
  • Opportunity to influence firm-wide strategy and operations
  • Excellent reputation throughout the legal community
  • Stable, long-term career growth with an expanding organization
About Stange Law Firm
Stange Law Firm, PC is a multi-state law firm devoted exclusively to divorce and family law, with offices throughout Missouri, Illinois, Kansas, Oklahoma, Nebraska, Indiana, Iowa, Kentucky, and Texas.
As one of the fastest-growing law firms in the country, our attorneys have been recognized by organizations including Super Lawyers, The National Trial Lawyers, The National Academy of Family Lawyers, and many others. Our attorneys also regularly present Continuing Legal Education programs for organizations such as The Missouri Bar, National Business Institute, and MyLawCLE.
As we continue expanding into new markets across the country, we remain committed to providing outstanding legal representation while creating exceptional career opportunities for our employees.
To learn more about Stange Law Firm, visit www.stangelawfirm.com .
Interested candidates should submit a resume and references to our Recruiting Director.
Watch our recruiting video to learn more about careers with Stange Law Firm:
https://www.youtube.com/watch?v=PJMiDiwD-8E
Additional Information
All information submitted will be kept confidential in accordance with EEO guidelines.
State: Missouri This is a full time position

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