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Client Intake Assistant Jobs (NOW HIRING)

Actalent

Intake Assistant

Arcadia, CA · On-site

$20 - $23/hr

Description Looking for a Medical Assistant to join our Intake team. Primary Responsibilities: • ... Report any discrepancies to the supervisor or manager. • Client Communication: Respond to ...

Suncoast Center

Intake Assistant

Saint Petersburg, FL · On-site

Functions as access and intake point for new referrals. * Speaks in a warm, friendly manner ... Follows up on all pending client issues. * Works well in a team environment. * Is cross-trained to ...

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Client Intake Assistant information

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$12

$25

$37

How much do client intake assistant jobs pay per hour?

As of Jun 23, 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 cities are hiring for Client Intake Assistant jobs? Cities with the most Client Intake Assistant job openings:
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 June 2026, with employment types broken down into 1% As Needed, 72% Full Time, 19% Part Time, and 8% 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 Coordinator

Client Intake Coordinator

Serenity Mental Health Centers

Lakewood, CO • On-site

$22/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 22 days ago

Job description

Sales Intake Coordinator

Employment Type: Full-Time 

At Serenity, the Sales Intake Coordinator is where first impressions become committed next steps - and we need someone who knows how to make that happen. You'll be the first voice clients hear, and your job isn't just to inform them, it's to inspire them to take action. This role sits at the intersection of people skills and performance, and we're looking for someone who is energized by both. If you've worked in sales, quota-driven environments, or roles where your numbers told the story, this is your next move. 

You'll guide clients through the intake process, overcome objections, and consistently convert initial conversations into meaningful commitments. We provide full training on our programs - you bring the drive, the resilience, and the closer's mindset. 

What You'll Do 

  • Own the first interaction with every prospective client - make it count by delivering a confident, compelling introduction to our programs 
  • Drive client commitment by clearly communicating value, addressing objections head-on, and guiding each conversation toward a decisive next step 
  • Meet and exceed individual sales-oriented KPIs including conversion rates, follow-up completion, and client progression metrics 
  • Maintain a full pipeline of prospective clients, following up with urgency and consistency to keep momentum from going cold 
  • Gather and document client information accurately to set the internal team up for a seamless handoff 
  • Track your own performance, identify gaps, and proactively adjust your approach to hit your numbers 
  • Collaborate with internal teams to ensure a smooth, high-quality client experience from intake through program start 

What We're Looking For 

  • 2+ years of experience in a sales, sales-adjacent, or performance-driven customer-facing role - retail sales, inside sales, appointment setting, or client development strongly preferred 
  • A proven track record of hitting and exceeding quotas, conversion targets, or performance benchmarks - we want to hear about your numbers 
  • You treat rejection as data, not defeat - you course-correct quickly, stay persistent, and never let a "not yet" become a dead end 
  • Strong consultative communication skills - you ask the right questions, listen with intent, and know how to guide someone toward a confident decision 
  • Self-motivated and competitive by nature - you don't need to be pushed to perform, you hold yourself accountable 
  • Some leadership experience or clear upward trajectory - assistant managers, team leads, and top performers from previous roles are strongly encouraged to apply 

Pay & Benefits 

  • Competitive pay based on experience and performance 
  • 90% employer-paid medical, dental, and vision insurance 
  • 401(k) retirement plan 
  • 10 PTO days (15 after the first year) + 10 paid holidays 
  • Clear, merit-based growth opportunities as Serenity continues to expand - strong performers move up here 

Schedule 

  • Three 13-hour shifts per week 

About Serenity 

Serenity is a growing organization focused on providing structured programs that make a real impact on our clients' lives. We're a performance-driven team that holds itself to a high standard - and we reward the people who do the same. If you're motivated by metrics, energized by a good challenge, and want a role where your effort directly shapes your results and your career, this is the place for you. 

Serenity is an Equal Opportunity Employer. Employment is contingent upon successful completion of a background check and drug screening. 

 In accordance with Colorado's Equal Pay for Equal Work Act this position pays $22 hourly. 

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