Client Intake Specialist
$21 - $23/hr
Client Intake Specialist Looking for a chance to join a close-knit, compassionate team of dedicated legal professionals? Our law firm is expanding and needs the help of a client intake specialist to ...
Client Intake Specialist
$21 - $23/hr
Client Intake Specialist Looking for a chance to join a close-knit, compassionate team of dedicated legal professionals? Our law firm is expanding and needs the help of a client intake specialist to ...
Client Intake Specialist
Chandler, AZ · On-site
$21 - $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 ...
Client Intake Specialist
Chandler, AZ · On-site
$21 - $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 ...
Client Intake Specialist
$21 - $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 ...
Quick apply
Client Intake Specialist
$21 - $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 ...
Our office handles client intake for multiple consumer law firms practicing on the east coast, the west coast, and everywhere in between. As the first impression for these law firms, our legal ...
Quick apply
Our office handles client intake for multiple consumer law firms practicing on the east coast, the west coast, and everywhere in between. As the first impression for these law firms, our legal ...
Our office handles client intake for multiple consumer law firms practicing on the east coast, the west coast, and everywhere in between. As the first impression for these law firms, our legal ...
Quick apply
Our office handles client intake for multiple consumer law firms practicing on the east coast, the west coast, and everywhere in between. As the first impression for these law firms, our legal ...
Intake Specialist
Phoenix, AZ · On-site
$17 - $22.75/hr
This position is responsible for client intake and engagement of cases in a high volume, deadline driven environment. The ideal candidate must have personal injury experience, be multi-task oriented ...
Quick apply
Intake Specialist
Phoenix, AZ · On-site
$17 - $22.75/hr
This position is responsible for client intake and engagement of cases in a high volume, deadline driven environment. The ideal candidate must have personal injury experience, be multi-task oriented ...
Intake Specialist
Yuma, AZ · On-site
$15.25 - $20.50/hr
This position is responsible for client intake and engagement of cases in a high volume, deadline driven environment. The ideal candidate must have personal injury experience, be multi-task oriented ...
Quick apply
Intake Specialist
Yuma, AZ · On-site
$15.25 - $20.50/hr
This position is responsible for client intake and engagement of cases in a high volume, deadline driven environment. The ideal candidate must have personal injury experience, be multi-task oriented ...
Intake Specialist
Yuma, AZ · On-site
$15.25 - $20.50/hr
This position is responsible for client intake and engagement of cases in a high volume, deadline driven environment. The ideal candidate must have personal injury experience, be multi-task oriented ...
Quick apply
Intake Specialist
Yuma, AZ · On-site
$15.25 - $20.50/hr
This position is responsible for client intake and engagement of cases in a high volume, deadline driven environment. The ideal candidate must have personal injury experience, be multi-task oriented ...
Intake Specialist
Phoenix, AZ · On-site
$17 - $22.75/hr
This position is responsible for client intake and engagement of cases in a high volume, deadline driven environment. The ideal candidate must have personal injury experience, be multi-task oriented ...
Quick apply
Intake Specialist
Phoenix, AZ · On-site
$17 - $22.75/hr
This position is responsible for client intake and engagement of cases in a high volume, deadline driven environment. The ideal candidate must have personal injury experience, be multi-task oriented ...
Intake Attorney - Remote (AZ Preferred)
Phoenix, AZ · On-site
$17.25 - $23/hr
Intake Attorney - Remote (AZ Preferred) Personal Injury | Client Intake & Case Evaluation About The Husband & Wife Law Team For nearly 30 years, The Husband & Wife Law Team has represented ...
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Intake Attorney - Remote (AZ Preferred)
Phoenix, AZ · On-site
$17.25 - $23/hr
Intake Attorney - Remote (AZ Preferred) Personal Injury | Client Intake & Case Evaluation About The Husband & Wife Law Team For nearly 30 years, The Husband & Wife Law Team has represented ...
Maintain up-to-date client records in accordance with organizational policies and regulatory ... intake within a behavioral health or mental health setting. * Demonstrated proficiency in ...
Maintain up-to-date client records in accordance with organizational policies and regulatory ... intake within a behavioral health or mental health setting. * Demonstrated proficiency in ...
Intake Case Manager
Tucson, AZ · On-site
Maintain up-to-date client records in accordance with organizational policies and regulatory ... intake within a behavioral health or mental health setting. * Demonstrated proficiency in ...
Intake Case Manager
Tucson, AZ · On-site
Maintain up-to-date client records in accordance with organizational policies and regulatory ... intake within a behavioral health or mental health setting. * Demonstrated proficiency in ...
Bilingual Intake Specialist (Weekends/Early Morning)
$17.50 - $23.50/hr
Schedules client intake appointments * Is self-driven, can work independently using resources to guide decision * Can critically think and ask questions to potential new clients to gain the detail ...
Bilingual Intake Specialist (Weekends/Early Morning)
$17.50 - $23.50/hr
Schedules client intake appointments * Is self-driven, can work independently using resources to guide decision * Can critically think and ask questions to potential new clients to gain the detail ...
Bilingual Intake Specialist (Weekends/Early Morning)
$17.50 - $23.50/hr
Schedules client intake appointments * Is self-driven, can work independently using resources to ... guide decision * Can critically think and ask questions to potential new clients to gain the detail ...
Bilingual Intake Specialist (Weekends/Early Morning)
$17.50 - $23.50/hr
Schedules client intake appointments * Is self-driven, can work independently using resources to ... guide decision * Can critically think and ask questions to potential new clients to gain the detail ...
Bilingual Intake Specialist (Weekends/Early Morning)
Phoenix, AZ · On-site
$17.25 - $23/hr
Schedules client intake appointments * Is self-driven, can work independently using resources to ... guide decision * Can critically think and ask questions to potential new clients to gain the detail ...
Quick apply
Bilingual Intake Specialist (Weekends/Early Morning)
Phoenix, AZ · On-site
$17.25 - $23/hr
Schedules client intake appointments * Is self-driven, can work independently using resources to ... guide decision * Can critically think and ask questions to potential new clients to gain the detail ...
Client Coordinator
Phoenix, AZ · On-site
$52K - $62K/yr
Client Communication & Intake * Answer and manage incoming calls with warmth, professionalism, and efficiency * Guide potential new clients through the initial intake process by screening calls ...
Client Coordinator
Phoenix, AZ · On-site
$52K - $62K/yr
Client Communication & Intake * Answer and manage incoming calls with warmth, professionalism, and efficiency * Guide potential new clients through the initial intake process by screening calls ...
Client Coordinator
$52K - $62K/yr
Client Communication & Intake * Answer and manage incoming calls with warmth, professionalism, and efficiency * Guide potential new clients through the initial intake process by screening calls ...
Client Coordinator
$52K - $62K/yr
Client Communication & Intake * Answer and manage incoming calls with warmth, professionalism, and efficiency * Guide potential new clients through the initial intake process by screening calls ...
Client Coordinator
Phoenix, AZ · On-site
$52K - $62K/yr
Client Communication & Intake * Answer and manage incoming calls with warmth, professionalism, and efficiency * Guide potential new clients through the initial intake process by screening calls ...
Quick apply
Client Coordinator
Phoenix, AZ · On-site
$52K - $62K/yr
Client Communication & Intake * Answer and manage incoming calls with warmth, professionalism, and efficiency * Guide potential new clients through the initial intake process by screening calls ...
Client Services Associate
Scottsdale, AZ · On-site
$18/hr
Schedule appointments, manage client intake forms, and ensure accurate medical information is collected. * Assist medical staff with maintaining a clean and sterile work environment. * Provide ...
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Client Services Associate
Scottsdale, AZ · On-site
$18/hr
Schedule appointments, manage client intake forms, and ensure accurate medical information is collected. * Assist medical staff with maintaining a clean and sterile work environment. * Provide ...
Schedule appointments, manage client intake forms, and ensure accurate medical information is collected. * Assist medical staff with maintaining a clean and sterile work environment. * Provide ...
Schedule appointments, manage client intake forms, and ensure accurate medical information is collected. * Assist medical staff with maintaining a clean and sterile work environment. * Provide ...
Client Intake information
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 strong organizational skills, attention to detail, and a background in customer service or administrative support, often supported by a high school diploma or equivalent. Familiarity with client management systems (CMS), scheduling software, and basic office tools is typically required. Excellent communication, active listening, and problem-solving abilities help you build rapport and accurately assess client needs. These skills ensure efficient, accurate client onboarding and contribute to a positive first impression, supporting overall organizational effectiveness.
What does a typical day look like for someone working in Client Intake, and how does this role interact with other departments?
A typical day in Client Intake involves gathering and verifying client information, conducting initial screenings, and ensuring all necessary documentation is complete and accurate. This role requires frequent communication with clients as well as close collaboration with internal teams such as legal, customer service, or case management to facilitate a smooth onboarding process. Attention to detail and strong organizational skills are essential, as missing or incorrect information can delay services. Client Intake professionals often serve as the first point of contact for clients, setting the tone for their entire experience with the organization.
What is a Client Intake Specialist?
A Client Intake Specialist is a professional responsible for managing the initial interaction between a company and its prospective clients. Their role typically includes gathering essential information, assessing client needs, and ensuring all necessary documentation is completed accurately. They often work in healthcare, legal, or social services environments and serve as the first point of contact for clients. By efficiently handling the intake process, they help streamline services and ensure clients are directed to the appropriate resources.
What is the difference between Client Intake vs Customer Service Representative?
| Aspect | Client Intake | Customer Service Representative |
|---|---|---|
| Required Credentials | Basic high school diploma; some roles may require familiarity with CRM software | High school diploma; training in communication and product knowledge |
| Work Environment | Office settings, client meetings, or remote | Call centers, retail, or office environments |
| Employer & Industry Usage | Used in healthcare, legal, consulting, and financial sectors | Common across retail, telecom, hospitality, and service industries |
| Search & Comparison Intent | Understanding role responsibilities, qualifications, and differences | Customer interaction, problem-solving, and service skills |
Client Intake specialists focus on gathering detailed client information, onboarding, and initial assessments, often in professional or healthcare settings. Customer Service Representatives handle ongoing customer interactions, support, and issue resolution across various industries. While both roles involve communication with clients or customers, Client Intake is more specialized in onboarding processes, whereas Customer Service is broader in customer support functions.
$21 - $23/hr
Other
Medical, Retirement, PTO
Posted 5 days ago
Job description
Client Intake Specialist
Looking for a chance to join a close-knit, compassionate team of dedicated legal professionals? 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 naturally compassionate and empathetic listener, and has a dedication to customer service and a passion for helping those in need. You'll have an opportunity to help a thriving law firm succeed and make a tangible difference in clients' lives every day. If this sounds like a job you'd love, apply now!
Responsibilities- Conduct intake appointments with new clients to gather information, collect documents, and answer procedural questions
- Organize paperwork and perform data entry in our case management system to streamline new client onboarding and current client files
- Extreme attention to detail
- Solid data entry, spreadsheet management, and computer skills
- Customer service or sales experience a plus
- Possesses outstanding communication skills and sense of empathy
- High school diploma or equivalent required; Bachelor's degree preferred
Compensation $21 - $23 hourly About Neeley Law
Neeley Law is changing the way people feel about hiring an attorney by delighting clients with exceptional legal services, unparalleled empathy, and tools to empower them to rebuild their financial lives and prosper in the future.
We offer a competitive salary and benefits package, including health insurance, 401(k), and paid time off.