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Client Intake Worker Jobs in Florida (NOW HIRING)

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Legal Intake Specialist

Miami, FL ยท On-site

$19 - $25/hr

When a prospective client calls the Amanda Demanda Law Group for help, they are often going through ... Prior experience working in personal injury law firm * Spanish fluency is required To ensure you ...

Intake Specialist

Panama City Beach, FL ยท On-site

$15.75 - $21/hr

... working alongside some of the most experienced attorneys in the region who are committed to ... client intake forms with meticulous attention to detail, and coordinating seamlessly with our ...

Intake Specialist

Panama City Beach, FL ยท On-site

$15.75 - $21/hr

... working alongside some of the most experienced attorneys in the region who are committed to ... client intake forms with meticulous attention to detail, and coordinating seamlessly with our ...

Probation Intake Specialist

Orlando, FL ยท On-site

$16.50 - $22.25/hr

The Intake Specialist will coordinate the client's intake into Bridges International the Level II ... Ability to manage several complex projects simultaneously while working under pressure to meet ...

Probation Intake Specialist

Orlando, FL

$16.50 - $22.25/hr

The Intake Specialist will coordinate the client's intake into Bridges International the Level II ... Ability to manage several complex projects simultaneously while working under pressure to meet ...

... client through clear guidance, sound legal judgment, and genuine reassurance. You will join our ... growth, working alongside experienced attorneys and firm leadership to shape how new clients ...

Client Service Coordinator

Coral Gables, FL ยท On-site

$17.25 - $22.50/hr

You'll also support the firm's day-to-day operations by coordinating client intake, retainer agreements, and billing alongside our attorneys and office manager. Why You'll Love Working Here Health ...

Client Engagement Attorney

Winter Park, FL ยท On-site

$90 - $130/hr

Review intake quality, flag errors or process gaps, and support onboarding and training of new CES ... Comfort working in a high-volume, metrics-driven environment. * Proficiency with, or ability to ...

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Client Intake Worker information

What is the difference between Client Intake Worker vs Case Manager?

AspectClient Intake WorkerCase Manager
CredentialsHigh school diploma or equivalent; some roles may require certificationHigh school diploma; often requires certification or relevant experience
Work EnvironmentSocial service agencies, healthcare facilities, community organizationsSocial service agencies, healthcare settings, community programs
Primary ResponsibilitiesInitial client assessment, data collection, scheduling appointmentsDeveloping care plans, ongoing client support, resource coordination

While both roles involve working with clients in social service settings, a Client Intake Worker primarily handles initial assessments and data collection, whereas a Case Manager provides ongoing support and manages client care plans. Both roles require similar credentials and work environments, but their responsibilities differ in scope and focus.

How to become a client intake worker?

To become a client intake worker, typically one needs a high school diploma or equivalent, along with strong communication and organizational skills. Some positions may require post-secondary education or relevant experience in social services or healthcare, and familiarity with data entry tools or case management software is often beneficial.

What cities in Florida are hiring for Client Intake Worker jobs?

Cities in Florida with the most Client Intake Worker job openings:

Client Intake & Front Desk Coordinator

WaveCrest Legal, P.A.

Jacksonville Beach, FL โ€ข On-site

$18 - $21/hr

Full-time

Posted 4 days ago


Job description

About the Role
WaveCrest Legal, P.A. is looking for a personable and professional Client Intake & Front Desk Coordinator to serve as the first point of contact for potential and existing clients and the welcoming face of our Jacksonville Beach office. This role guides potential clients through the intake process and helps keep the day-to-day office organized and running smoothly. 
Responsibilities

  • Greet and assist potential and existing clients in person, over the phone, and by email
  • Manage client intake from first contact through post-consultation follow-up and, when the firm is hired, ensure a clean handoff to the appropriate team
  • Schedule consultations and maintain attorney calendars
  • Enter and maintain client information in the firm’s case management system
  • Keep clear and complete notes and documentation of all communications
  • Coordinate communication between clients, attorneys, and team members
  • Handle incoming and outgoing mail and deliveries, including scanning and routing documents
  • Maintain a welcoming and organized office environment, including monitoring and ordering office supplies
  • Ensure confidentiality and comply with legal and ethical standards when handling sensitive information
Requirements

  • 1-3 years of experience in a front desk, intake, client service, or professional office role; law firm experience is a plus, but not required
  • Strong interpersonal and communication skills with a client-first attitude
  • Highly organized with strong attention to detail and follow-through
  • Comfortable learning and using technology, including case management and other office software
  • Comfortable communicating and working with both in-office and remote team members
  • Ability to manage multiple priorities in a fast-paced professional office
  • Ability to handle sensitive information with discretion and confidentiality
  • Reliable and punctual
  • High school diploma required; associate's or bachelor's degree a plus
About Us

WaveCrest Legal, P.A. is a Jacksonville Beach law firm focused on estate planning, probate, trust administration, and related matters.  We are a small, collaborative team of in-office and remote professionals who value communication, reliability, and taking pride in our work. Our approach is personal and client-focused, and every member of our team plays an important role in providing the professional, attentive experience our clients expect from WaveCrest Legal. 

*We do not offer health insurance at this time.