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Client Intake Manager Jobs in Texas (NOW HIRING)

Local Securities Litigation Law Firm

Be Seen First

Legal Intake & Financial Data Coordinator

Houston, TX · On-site

$65K - $90K/yr

Spanish speaking a plus Key Responsibilities Client Intake & Lead Management * Serve as initial, and often primary, contact for prospective clients, addressing inquiries with professionalism and ...

New

Local Securities Litigation Law Firm

Be Seen First

Legal Intake & Financial Data Coordinator

Houston, TX · On-site

$65K - $90K/yr

Spanish speaking a plus Key Responsibilities Client Intake & Lead Management * Serve as initial, and often primary, contact for prospective clients, addressing inquiries with professionalism and ...

New

Lisinski Law Firm

Vice President of Intake

Dallas, TX · On-site

Own and drive Intake conversion performance across Virtual and Office channels by setting and ... the client interaction requires genuine empathy and trust-building. * Experience managing or ...

Akerman

New Business Intake Analyst

Austin, TX

$17.50 - $23.50/hr

... management. You will be part of a large team reviewing intake forms to ensure they meet the ... Processes client requests for matter opening, add party requests, and client name change reviews

Akerman

New Business Intake Analyst

Houston, TX

$16.50 - $22.25/hr

... management. You will be part of a large team reviewing intake forms to ensure they meet the ... Processes client requests for matter opening, add party requests, and client name change reviews

Akerman

New Business Intake Analyst

Dallas, TX · On-site

$17.50 - $23.50/hr

... management. You will be part of a large team reviewing intake forms to ensure they meet the ... Processes client requests for matter opening, add party requests, and client name change reviews

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All JobsClient Intake Manager JobsClient Intake Manager Jobs in Texas

Client Intake Manager information

How does a Client Intake Manager typically collaborate with other departments during the onboarding process?

A Client Intake Manager works closely with various teams, such as sales, legal, and customer service, to ensure a seamless onboarding experience for new clients. They coordinate the collection of necessary documentation, clarify client requirements, and address any concerns that may arise during the intake process. Effective communication and strong organizational skills are essential, as the role often requires managing multiple stakeholders and maintaining up-to-date records to facilitate smooth handoffs between departments.

What are the key skills and qualifications needed to thrive as a Client Intake Manager, and why are they important?

To thrive as a Client Intake Manager, you need strong organizational abilities, attention to detail, and experience with client onboarding or case management, often backed by a degree in business, social work, or a related field. Familiarity with customer relationship management (CRM) software, case management systems, and data entry tools is typically required. Exceptional interpersonal communication, problem-solving, and multitasking skills help you build rapport and handle sensitive client information effectively. These competencies ensure smooth client onboarding, enhance client satisfaction, and support organizational efficiency in managing workflows.

What does a Client Intake Manager do?

A Client Intake Manager oversees the process of welcoming and onboarding new clients into a business or organization. Their responsibilities include gathering essential client information, assessing client needs, ensuring all necessary documentation is completed, and coordinating with different departments to facilitate a smooth start for new clients. They play a critical role in ensuring clients have a positive initial experience and that all compliance and regulatory requirements are met. This position often requires strong organizational, communication, and problem-solving skills.
What cities in Texas are hiring for Client Intake Manager jobs? Cities in Texas with the most Client Intake Manager job openings:
Client Intake Manager jobs near you

Intake Coordinator/Administrative Assistant

Innovations Community Mental Health Center

Dallas, TX • On-site

$17.75 - $24.25/hr

Full-time

Posted 16 days ago

Job description

Description:

Innovations Community Mental Health Center delivers compassionate, client-centered behavioral health services throughout Texas. We are seeking a dynamic and highly organized Intake Coordinator / Administrative Assistant to support both client intake and general office operations.

Position Summary:
This dual-role position is responsible for managing the intake process for new clients while also supporting day-to-day administrative functions. The ideal candidate will be personable, detail-oriented, and able to multitask in a fast-paced healthcare environment.

Key Responsibilities:

Intake Coordination

  • Receive and process new client referrals from schools, physicians, courts, and community partners
  • Contact clients to complete screening, verify insurance (including Medicaid, Medicare, and commercial plans), and collect documentation
  • Schedule initial psychiatric evaluations, therapy, or case management

Job Type: Full-time

Medical Specialty:

  • Psychiatry

Schedule:

  • Monday to Friday
Requirements: