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Client Intake Specialist Jobs (NOW HIRING)

Loomis Sayles

Client Intake Specialist

Boston, MA · On-site

$19.25 - $25.75/hr

The Client Intake Specialist will act as the face of Loomis Sayles, setting the stage for a successful and welcoming client relationship, including with financial intermediaries, high net worth dual ...

Neeley Law

Client Intake Specialist

Chandler, AZ · On-site

$17.50 - $23.50/hr

Our law firm is expanding and needs the help of a client intake specialist to take client relations to the next level and manage our growing caseload. Our ideal candidate is great on the phone, a ...

Neeley Law

Client Intake Specialist

Chandler, AZ

$23/hr

Our law firm is expanding and needs the help of a client intake specialist to take client relations to the next level and manage our growing caseload. Our ideal candidate is great on the phone, a ...

KRW Lawyers

CLIENT INTAKE SPECIALIST

Houston, TX · On-site

$16.50 - $22.25/hr

Client Intake Specialist - High-Performance Call Environment KRW Asbestos Lawyers is seeking disciplined, high-performing phone professionals to join our Asbestos Intake Team. This is a high-volume ...

KRW Lawyers

CLIENT INTAKE SPECIALIST

Beaumont, TX · On-site

$17 - $22.75/hr

Client Intake Specialist - High-Performance Call Environment KRW Asbestos Lawyers is seeking disciplined, high-performing phone professionals to join our Asbestos Intake Team. This is a high-volume ...

KRW Lawyers

CLIENT INTAKE SPECIALIST

Mobile, AL · Remote

$18.25 - $24.25/hr

Client Intake Specialist - High-Performance Call Environment KRW Asbestos Lawyers is seeking disciplined, high-performing phone professionals to join our Asbestos Intake Team. This is a high-volume ...

KRW Lawyers

CLIENT INTAKE SPECIALIST

Beaumont, TX · On-site

$17 - $22.75/hr

Client Intake Specialist - High-Performance Call Environment KRW Asbestos Lawyers is seeking disciplined, high-performing phone professionals to join our Asbestos Intake Team. This is a high-volume ...

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How much do client intake specialist jobs pay per hour?

As of Jul 14, 2026, the average hourly pay for client intake specialist in the United States is $20.81, according to ZipRecruiter salary data. Most workers in this role earn between $17.07 and $22.84 per hour, depending on experience, location, and employer.

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

To thrive as a Client Intake Specialist, you need excellent organizational skills, attention to detail, and a background in administrative or customer service roles, often supported by a high school diploma or equivalent. Familiarity with case management software, CRM systems, and data entry tools is typically required. Strong interpersonal skills, active listening, and professionalism help build trust and ensure clear communication with clients. These skills and qualities are vital for accurately collecting information, providing a positive client experience, and supporting seamless workflow within an organization.

What are some common challenges faced by Client Intake Specialists, and how can I prepare to handle them?

Client Intake Specialists often encounter challenges such as managing high volumes of inquiries, gathering accurate information from clients, and navigating sensitive or confidential situations. To excel in this role, it’s important to develop strong communication and organizational skills, as well as the ability to remain calm under pressure. Familiarity with client management software and a proactive approach to problem-solving will also help you address these challenges effectively and ensure a smooth intake process for both clients and your team.

What are Client Intake Specialists?

Client Intake Specialists are professionals responsible for managing the initial interactions between a company and its new clients. They gather essential information, assess client needs, and ensure all necessary documentation is completed accurately. This role is crucial in fields like law, healthcare, and social services, as it helps streamline processes and ensures clients receive appropriate services. Client Intake Specialists often act as the first point of contact, setting the tone for a positive client experience.
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Client Intake Specialist jobs near you
Infographic showing various Client Intake Specialist job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 83% Full Time, 11% Part Time, and 5% Contract. Highlights an 76% Physical, 2% Hybrid, and 22% Remote job distribution, with an average salary of $43,288 per year, or $20.8 per hour.

Client Onboarding Specialist (Series 7)

loomissayles

Boston, MA • Hybrid

$85K - $120K/yr

Other

Posted 5 days ago

Job description

About the Role

With a strong customer service mindset, the Client Intake Specialist will deliver a responsive, high-quality onboarding experience, will communicate clearly with clients and business partners, and will help build confidence, trust and goodwill throughout the intake process. The Client Intake Specialist will act as the face of Loomis Sayles, setting the stage for a successful and welcoming client relationship, including with financial intermediaries, high net worth dual contract accounts, and institutional separate accounts.

Working directly with clients and their representatives, the Client Intake Specialist will be responsible for the successful end-to-end onboarding of new accounts. The Client Intake Specialist will ensure all onboarding requirements are completed accurately and timely, including documentation and anti-money laundering/know your customer (AML/KYC) initial reviews.  The Client Intake Specialist will work collaboratively with both internal and external parties, and will take initiative to resolve outstanding items, ensuring Loomis Sayles meets client expectations and deadlines. In addition, this role will collaborate with and provide backup to the AML/KYC team and will seek out and participate in broader onboarding team initiatives.

 

Job Responsibilities

  • As the primary point of contact, provide white-glove, end-to-end onboarding service to new clients, delivering a responsive and service-oriented client experience. 
  • Working as a liaison and central point of coordination for all responsible groups within the company, while helping clients and internal partners understand requirements and next steps.
  • With consistent communication throughout the process, partner with Sales, Relationship Management, Client Administration, Legal & Compliance, Operations, the Investment Teams and other internal stakeholders to deliver coordinated, high-quality support to clients and business partners.
  • Maintain accurate client and account onboarding information across internal systems to track the onboarding progress, supporting a seamless and dependable service experience for clients and internal stakeholders.
  • With professionalism, clarity, and attention to detail and service, specific tasks include:
      • Facilitate review of investment agreements, guidelines, fee schedules, complete AML/KYC reviews and due diligence requirements for new and existing accounts
      • Coordinate transfers in kind, amendments and changes to existing accounts
      • Manage derivative trading agreement set up
      • Review KYC documents and manage the AML process for new accounts
      • Respond to AML due diligence requests from brokers and custodians
      • Coordinate Markit system uploads
      • Manage Bloomberg LEI updates and annual LEI registration renewals

 

Qualifications & Education Requirements

  • Bachelor’s degree or appropriate equivalent experience
  • Series 7 License – REQUIRED, NO EXCEPTIONS
  • At least five years of financial industry experience preferred

Experience and Knowledge

Experience in working in the investment industry with institutional clients, financial advisors, high-net-worth clients and/or financial intermediaries, with demonstrated familiarity with investment products as well as industry and contract terminology.

Skills and Competencies

  • Client focused mindset with strong service orientation and a can-do attitude
  • Excellent communication skills (written and spoken)
  • Ability to build effective relationships with internal and external stakeholders (at all levels of client and firm)
  • Demonstrated process and procedure orientation with the ability to prioritize and multitask several competing high priority projects simultaneously with a sense of urgency
  •  Exceptional organizational skills with a high level of attention to detail and follow up
  • Proven ability to work independently and to take initiative
  • Intellectual curiosity and willingness to learn
  • Dependability, flexibility and willingness to work extended hours when needed

Additional Requirements

The position follows a hybrid schedule with two days work from home and three days work from office.

 

Loomis Sayles is committed to offering competitive and equitable compensation. The salary range for this position is $85,000 - $120,000 USD. Your starting salary will be based on your experience, skills, qualifications and local benchmarking. This position is also eligible for a discretionary annual incentive award, which is based on individual and company performance. In addition to your compensation, you will have access to a comprehensive benefits package designed to support your health, well-being and financial security.

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