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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 ...

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How much do client intake assistant jobs pay per hour?

As of May 31, 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 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 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.

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

Client Intake Coordinator

Preferred Care at Home of North Nashville

Hendersonville, TN

$17 - $23.25/hr

Other

Retirement, PTO

Posted 13 days ago

Job description

Preferred Care at Home, an award winning in-home care company based in Hendersonville, TN is looking to hire a Client Intake Coordinator.Job Description

  • Work alongside and under the direction of the Director of Marketing

  • Meet with at least 6 families each week to answer questions, build relationships, explain our services, and ultimately sign up new families for care

  • Record accurate notes about those visits and input the appropriate information into our tracking system

  • Coordinate the start of care and the unique needs of each family with other office staff to ensure smooth handoff from sales to operations

  • Proactively call warm leads we receive to schedule your own appointments

  • Consistently follow up with families who weren’t ready to start care to support them and stay top of mind

  • Assist Director of Marketing with occasional community and other marketing events and other ad hoc requests

  • Keep up with weekly records of contacts made to contribute to weekly metrics. 

Required Qualifications

  • Excellent communication and problem solving skills. 

  • A drive for excellence in all aspects of work performance

  • A natural drive to perform at a high level and help achieve company goals and objectives

  • Warm demeanor combined with a desire to help people

  • Strong ethic of teamwork

  • Experience in the senior industry such as funeral, social work, nursing, memory care, home health, hospice, etc.

  • You resonate strongly with our core values. 1. Do the right things for the right reasons. 2. Leave people better than you found them. 3. Take Ownership. 4. Look for and share goodness. 5. Be humble and teachable

  • NO DRAMA. We don't do drama in our office. If you like that, we want to talk! If an environment where everybody talks about everybody behind their backs is more your style, we aren't the right fit
Strongly Preferred Qualifications
  • Excellent patience in dealing with various family dynamics

  • Some experience with sales

  • Comfortable with technology

  • Knowledge in the area of dementia
What we Offer
  • Competitive pay - base salary plus commissions
  • Flexible and generous PTO options
  • Simple IRA with company match
  • Enormous job satisfaction doing meaningful work with good people
  • Opportunities to learn and grow with a growing company
About Preferred Care at Home of North Nashville

At Preferred Care at Home, our mission is to set a new high standard for senior care in middle Tennessee. We do this by providing life-changing employment to caregivers and life-changing care to seniors. We have been in business for more than 12 years and in that time have provided outstanding care to hundreds of seniors. Our mission and vision are evident in everything we do and our awards demonstrate our progress. This year we were awarded the 15th spot in the Tennesseean Top Workplaces award. We were also ranked in the top 100 of all in-home care companies nationwide due to random surveys with our caregivers and clients. We have a close-knit administrative team consisting of 7 individuals who work together and have fun together fulfilling the mission of Preferred Care at Home. 

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