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Client Intake Manager Jobs in Wisconsin (NOW HIRING)

Intake Coordinator

Shawano, WI ยท On-site

$18 - $19/hr

Work closely with program staff to share intake updates and support efficient client onboarding. * Assist with general administrative tasks such as preparing documents, managing correspondence, and ...

Intake Coordinator

Chilton, WI ยท On-site

$18 - $19/hr

... manage sensitive information with care. Responsibilities: * Welcome clients and gather intake ... Maintain organized client files and enter information into internal systems with a high degree of ...

Intake Specialist

Milwaukee, WI ยท On-site

$21/hr

Assigning new potential client to Investigator for field sign up upon request * Managing signup and intake paperwork which consists of tasks such as tracking intake packages, gathering missing ...

Intake Specialist

Green Bay, WI ยท On-site

$21/hr

Assigning new potential client to Investigator for field sign up upon request * Managing signup and intake paperwork which consists of tasks such as tracking intake packages, gathering missing ...

Intake Specialist

Appleton, WI ยท On-site

$21/hr

Assigning new potential client to Investigator for field sign up upon request * Managing signup and intake paperwork which consists of tasks such as tracking intake packages, gathering missing ...

Intake Specialist

Milwaukee, WI ยท On-site

$17.50 - $23.50/hr

Our next Intake Specialist will be responsible for the client registration and intake process ... Manages client information tracking on Clinic Caseload Excel spreadsheet with a working knowledge ...

Home Care Intake Coordinator

Madison, WI ยท On-site

$19.95 - $21/hr

We are looking for a Home Care Intake Coordinator to support client onboarding, service ... Responsibilities: * Manage intake activities from initial referral through service enrollment ...

Personal Injury Paralegal

Brookfield, WI ยท On-site

$49K - $66K/yr

Conduct new client intake calls and gather information related to personal injury claims. * Manage a pre-suit caseload from intake through settlement demand. * Build strong relationships with clients ...

... of programs, as well as extensive case management services. While we strive to provide ... Maintains an awareness of client needs * Answers telephone calls, taking messages when appropriate

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Showing results 1-20

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?

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 Wisconsin are hiring for Client Intake Manager jobs? Cities in Wisconsin with the most Client Intake Manager job openings:

Intake Coordinator

Robert Half

Shawano, WI โ€ข On-site

$18 - $19/hr

Temporary

Posted 24 days ago


Job description

We are looking for an Intake Coordinator to support a non-profit organization in Shawano, Wisconsin through a Contract position. This role serves as an important first point of contact for individuals seeking services, ensuring each interaction is handled with empathy and attention to detail. The ideal candidate will combine strong administrative skills with a service-focused approach to guide applicants through the intake process and maintain accurate records.
Responsibilities:
• Welcome clients and respond to intake inquiries in a courteous, timely, and detail-focused manner.
• Guide individuals through application and enrollment steps, explaining required information and next actions clearly.
• Review submitted forms for completeness and follow up to obtain missing details or documentation.
• Enter, update, and organize client information within internal records and tracking systems with accuracy.
• Coordinate appointments, referrals, and related communications to help ensure a smooth intake experience.
• Maintain confidential files and handle sensitive information in accordance with organizational standards.
• Work closely with program staff to share intake updates and support efficient client onboarding.
• Assist with general administrative tasks such as preparing documents, managing correspondence, and organizing intake materials.• Previous experience in client intake, customer service, or an administrative support role.
• Ability to communicate clearly and professionally with clients, staff, and community contacts.
• Strong organizational skills with careful attention to accuracy and follow-through.
• Experience handling applications, forms, or client documentation in a detail-oriented setting.
• Comfortable managing multiple priorities while providing responsive service in a fast-paced environment.
• Proficiency with basic office software and data entry systems.
• Ability to maintain discretion when working with confidential or sensitive information.

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About Robert Half

Sourced by ZipRecruiter

Founded in 1948, Robert Half pioneered the idea of professional talent solutions to connect opportunities at great companies with highly skilled job seekers. As business needs changed, we evolved to offer specialized talent solutions for finance and accounting, technology, administrative and customer support, creative and marketing, and legal fields. In 2002, we introduced our subsidiary, Protiviti, a global independent risk consulting and internal audit service, to support companies as they faced more strategic business challenges.

Industry

Recruiting and staffing services

Company size

10,000+ Employees

Headquarters location

San Ramon, CA, US

Year founded

1948