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Client Intake Coordinator Jobs in New York (NOW HIRING)

Workforce 1

Intake Coordinator

Staten Island, NY

$29.32 - $30.28/hr

This role oversees client intakes, supervises case aides, supports case managers, and collaborates with community partners to ensure timely and effective service delivery. The Intake Coordinator also ...

Workforce 1

Intake Coordinator

Staten Island, NY · On-site

$29.32 - $30.28/hr

... Intake Coordinator in Staten Island, New York. Community Agency for Senior Citizens (CASC) is a ... Through case management and supportive services, CASC works to identify client needs, connect ...

THE FORTUNE SOCIETY INC

Intake Coordinator

Queens, NY · On-site

$24.73 - $26.38/hr

The Intake Coordinator assesses each client's eligibility for Fortune services by thoroughly screening each client, completing the agency's comprehensive intake package, discussing Fortune services ...

Care First Services

Intake Coordinator

Bronx, NY

$21 - $27/hr

Company Overview At Care First , we provide high-quality, client-centered services for individuals ... Position Summary The Intake and Scheduling Coordinator plays a key role in ensuring a seamless ...

CURA Inc

INTAKE COORDINATOR

Newark, NJ · On-site

$18 - $20/hr

Enter and maintain client information in the agency's electronic health record (EHR) and other ... Maintain accurate intake logs, referral records, admission records, and other tracking systems ...

HousingPlus

Outreach Intake Coordinator

New York, NY · On-site

$50K/yr

Managing client data, report files and communication efficiently requires the right tools. The Outreach Intake Coordinator will use AWARDS, Excel, and other data entry software and communication ...

HousingPlus

Outreach Intake Coordinator

New York, NY · On-site

$50K/yr

Managing client data, report files and communication efficiently requires the right tools. The Outreach Intake Coordinator will use AWARDS, Excel, and other data entry software and communication ...

HousingPlus

Outreach Intake Coordinator

New York, NY

$50K/yr

Managing client data, report files and communication efficiently requires the right tools. The Outreach Intake Coordinator will use AWARDS, Excel, and other data entry software and communication ...

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Client Intake Coordinator information

What does a client intake coordinator do?

A Client Intake Coordinator is responsible for managing the initial contact between clients and an organization, such as a healthcare facility, law firm, or social services agency. They gather essential information from new clients, assess their needs, and ensure that all necessary documentation is completed. Their role is crucial in setting the tone for a positive client experience and ensuring that clients are directed to the appropriate services or professionals. They often work closely with other staff members to coordinate appointments and follow-ups, helping streamline the intake process and maintain accurate records.

What skills and qualifications are needed to thrive as a client intake coordinator?

To thrive as a Client Intake Coordinator, you need strong organizational skills, attention to detail, and experience with administrative processes, often supported by a background in customer service or healthcare administration. Familiarity with client management systems, electronic health records (EHR), and scheduling software is typically required. Excellent interpersonal communication, empathy, and problem-solving abilities help you build rapport with clients and coordinate efficiently with team members. These skills ensure accurate data collection, positive client experiences, and smooth onboarding processes essential for organizational success.

How does a client intake coordinator typically collaborate with other departments during the onboarding process?

A Client Intake Coordinator works closely with multiple departments, such as sales, legal, and operations, to ensure a smooth onboarding experience for new clients. This involves gathering essential information, clarifying client needs, and communicating requirements to relevant teams. Coordinators often act as a bridge, relaying updates and resolving any issues that arise during intake. Effective collaboration helps to prevent miscommunication, streamline workflows, and ensure that clients receive consistent, high-quality service from the start.

What are the most commonly searched types of Client Intake jobs in New York?

The most popular types of Client Intake jobs in New York are:

What cities in New York are hiring for Client Intake Coordinator jobs?

Cities in New York with the most Client Intake Coordinator job openings:

Client Intake Coordinator jobs near you
Infographic showing various Client Intake Coordinator job openings in New York as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 15% Part Time, 1% Temporary, and 6% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution.

IP Client Intake Coordinator

Manhattan, NY • On-site

Womble Bond Dickinson
Law Firms • 1 - 5K employees

9.2

Company rating: 9.2 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

7th of 34 rated law firms

Great coworkers

People enjoy working here

Good employer

Learn more about Womble Bond Dickinsonexternal

$70K - $79K/yr

Full-time

Re-posted 11 days ago

Job description

Womble Bond Dickinson (US) LLP, a transatlantic law firm, seeks an IP Client Intake Coordinator to join its team. The IP Client Intake Coordinator is responsible for managing the initial intake, setup, and quality control of new intellectual property matters within the docketing system. This role serves as a critical link between clients, attorneys, paralegals, and the docketing team to ensure accurate matter creation, timely data entry, and compliance with firm and client-specific procedures. The ideal candidate has strong experience with FoundationIP, a solid understanding of U.S. and foreign IP prosecution workflows, familiarity with IP annuities/maintenance fee processes and lifecycle management and has exceptional attention to detail.
RESPONSIBILITIES:Client Intake:
  • Manage end-to-end intake of new IP matters (patents, trademarks, and related filings).
  • Review client instructions and documentation for accuracy and completeness.
  • Create and configure matters in FoundationIP, ensuring precise data entry and rule application.
  • Partner with conflicts, matter opening, and other internal teams to ensure smooth onboarding.

Docketing & Data Management:
  • Enter, verify, and maintain critical IP data and deadlines in FoundationIP.
  • Perform quality control checks to ensure accuracy of matter setup and docketed events.
  • Collaborate with docketing staff to ensure deadlines are properly calculated and monitored.
  • Update matters as prosecution progresses, including changes in status, ownership, and correspondence details as related to the intake.
  • Maintain and validate annuity and maintenance fee data, ensuring deadlines are accurately captured and monitored within the system.

Communication & Coordination:
  • Serve as primary point of contact for intake-related questions from attorneys, paralegals, and clients as well as assist with responding to client inquiries related to matter setup and docketing procedures.
  • Communicate clearly with internal departments/teams regarding intake status, missing information and timeline expectations.

IP Annuities & Maintenance Management:
  • Support the intake and setup of annuity-related data, including maintenance fee schedules for patents and renewals for trademarks.
  • Coordinate with internal teams and external annuity service providers to ensure accurate tracking of renewal deadlines.
  • Verify annuity instructions and ensure proper recording of fee-related deadlines within FoundationIP.
  • Assist in monitoring annuity status and ensuring alignment with client-specific renewal strategies and instructions.

Compliance & Process Improvement:
  • Ensure adherence to firm policies, best practices and client-specific docketing guidelines.
  • Identify opportunities to improve workflows to enhance efficiency and accuracy.
  • Support audits, data cleanup initiatives and system enhancements related to FoundationIP.

Core Competencies:
  • Clear, professional communication skills.
  • Detail-oriented and quality-driven.
  • Strong analytical and problem-solving skills.
  • Ability to work independently as well as collaboratively.
  • Client-service mindset.
  • Adaptability in a fast-paced, deadline-driven environment.
  • Strong organizational and time-management skills, with the ability to manage multiple intakes simultaneously.
  • Ability to solve practical problems and deal with a variety of real variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Requirements:
  • 5+ years of experience in IP docketing, with a strong focus on client/matter intake.
  • Advanced experience with FoundationIP and FIP Direct.
  • Solid understanding of U.S. and Foreign patent and trademark prosecution processes.
  • Ability to maintain and validate annuity and maintenance fee data within FoundationIP, ensuring deadlines are accurately captured and monitored within the system.
  • High level of accuracy and attention to detail, particularly with deadlines and data integrity.
  • Bachelor's Degree (B.A.) preferred.
  • Experience working in an IP focused law firm/practice group.
  • Familiarity with billing or engagement intake processes.
  • Experience supporting audits, migrations, or system enhancements involving FoundationIP.
  • Experience working with IP annuity service providers or managing annuity workflows within FoundationIP.
  • Must have strong working knowledge of technology such as Microsoft Word, PowerPoint, and Excel.

This position is subject to export control laws.
Compensation: The national average salary range is $70,000-$79,200. The salary may be higher or lower depending on internal equity and years of experience.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.

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