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Client Intake Coordinator Jobs in Raleigh, NC (NOW HIRING)

Bilingual Intake Consultant

Raleigh, NC ยท On-site

$20 - $22/hr

Parental leave after 1 year of service Similar roles may include: Healthcare Intake Coordinator, Patient Service Representative, Case Manager, Admissions Coordinator, Client Service Specialist, Legal ...

Medspa Coordinator

Wake Forest, NC ยท On-site

$18.50/hr

Medspa Coordinator Location: Wake Forest, NC 27587 Job Overview We are seeking a highly organized ... Manage client intake forms and maintain accurate patient records. * Answer phone calls, respond to ...

Medspa Coordinator Location: Wake Forest, NC 27587 Job Overview We are seeking a highly organized ... Manage client intake forms and maintain accurate patient records. * Answer phone calls, respond to ...

ER Client Services Representative

Raleigh, NC ยท On-site

$15.50 - $21.25/hr

The CSR coordinates and executes client intake, registration, scheduling, triage, and discharge processes while ensuring accurate, complete, and compliant medical and administrative records. In ...

... for Client's products and services. You will report to the Performance, Education, and Knowledge ... Provide user access support, manage issue intake and triage, and resolve user issues promptly.

... for Client's products and services. You will report to the Performance, Education, and Knowledge ... Provide user access support, manage issue intake and triage, and resolve user issues promptly.

Coordinates setup of conference/meetings rooms. * Arranges for and reserves projectors and other ... YES * What is the client's name? SPG * Supplier intake questions: * Does this position have the ...

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Client Intake Coordinator information

See Raleigh, NC salary details

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How much do client intake coordinator jobs pay per hour?

As of Aug 5, 2026, the average hourly pay for client intake coordinator in Raleigh, NC is $20.64, according to ZipRecruiter salary data. Most workers in this role earn between $16.83 and $22.88 per hour, depending on experience, location, and employer.

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.

Is a client intake coordinator job stressful?

A client intake coordinator job can be stressful due to managing multiple client interactions, meeting deadlines, and ensuring accurate documentation. The role often requires strong organizational skills and the ability to handle high-pressure situations, but stress levels vary depending on the work environment and workload.

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 cities near Raleigh, NC are hiring for Client Intake Coordinator jobs? Cities near Raleigh, NC with the most Client Intake Coordinator job openings:
Infographic showing various Client Intake Coordinator job openings in Raleigh, NC as of July 2026, with employment types broken down into 1% As Needed, 79% Full Time, 13% Part Time, and 7% Contract. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution, with an average salary of $42,927 per year, or $20.6 per hour.

Bilingual Intake Consultant

Whitley Law Firm

Raleigh, NC โ€ข On-site

$20 - $22/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 19 days ago


Job description

Whitley Law Firm is looking for an experienced Bilingual Intake Consultant to join our Intake team. Employees at Whitley Law Firm share a mission of obtaining the best results for our deserving clients. 
 
 The Bilingual Intake Consultant fills an essential role by serving as one of the initial points of contact for the firm. This role demonstrates excellent communication skills, a compassionate attitude, and the ability to handle sensitive information with discretion as they evaluate any new calls and contacts from prospective clients. The intake consultant gathers complete case and client information to be able to screen, evaluate, and provide feedback to the client on case eligibility.
Anticipated Schedule: 
Monday - Friday 8:30am - 5:30pm | Must be able to work on-call occasional weekends and/or holidays, as needed, rotated amongst the team.
Location: On-Site | Raleigh, NC
Ability to work remotely 1 day per week after 90-day training period
Duties/Responsibilities:
  • Promptly handle all incoming leads with empathy and professionalism to determine eligibility 
  • Stay up to date and possess knowledge of the firm’s areas of practice with a clear understanding of the eligibility criteria for all case types
  • Obtain complete and accurate intakes for all qualifying leads, including but not limited to contact information, photos, documents,  
  • Maintain and update notes for all lead interactions with rationale behind each entry or status change  
  • Respond to prospective client messages and emails in a timely manner 
  • Work effectively as a member of a team, with a client satisfaction approach to ensure monthly goals are met
  • Independently handle communication with callers and government agencies to request and obtain necessary information
  • Appropriately document notes and lead status changes within the Case Management System
  • Provide alternate resources to leads not eligible for our services
Required Skills/Abilities:
  • Must be fluent in English and Spanish.
  • Must possess excellent listening and customer service skills with a high-level of empathy
  • Strong written and verbal communication skills
  • Strong critical thinking and analytical skills with acute attention to detail and a high degree of accuracy in work
  • Ability to effectively collaborate and communicate within a team
  • Demonstrated ability multi-task and manage time effectively in order to assist multiple clients, document information regarding client needs, ask thorough questions for potential clients, and perform various administrative tasks simultaneously
  • Preferred experience with Lead Docket, GrowPath, Filevine, or similar Case Management Systems
  • Experience in data entry and record keeping required
  • Ability to handle sensitive information with discretion
  • Proficiency with computer systems and software applications used for data entry, client management, and reporting
  • Must be able to exhibit patience and compassion through verbal and written communications
Education and Experience:
  • High school diploma or equivalent required
  • Must have at least 1 year of experience in a direct customer service role
  • Minimum of 1-2 years of experience in medical, legal, or other client intake role 
  • Experience working in a law firm within an intake capacity is preferred.
Physical Demands:
  • Must be able to remain in a stationary position for long periods of time.
  • Often operates a computer, telephone, and other office equipment 
  • Frequently uses or exchanges verbal or written communications with clients and must be able to deliver or receive accurate   information in these situations.
Benefits:
  • 401(k) Retirement Plan eligibility + Employer contribution after 6 months
  • Medical, Dental, Vision insurance + Employer contribution
  • Medical and Dependent Care Savings Accounts: HSA, FSA, DCA 
  • Company paid Life Insurance and Short-Term Disability (STD)
  • Paid time off (PTO) + 12 Company Paid Holidays, and Birthday PTO
  • Additional time off: Wellness Days and Community Volunteer Days
  • Employee Assistance Program (EAP)
  • Parental leave after 1 year of service 
Similar roles may include: Healthcare Intake Coordinator, Patient Service Representative, Case Manager, Admissions Coordinator, Client Service Specialist, Legal Intake Specialist, Claims Intake Specialist, Insurance Adjuster Assistant, and Customer Service Coordinator/Representative