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Client Intake Jobs in Arizona (NOW HIRING)

The Salvation Army

Intake Worker

Tucson, AZ · On-site

$15.45/hr

Manage general operations of Intake area, and client needs staying in-house, providing information and referrals, medication disbursement, access to luggage and items checked in as needed * Conduct ...

Salvation Army

Intake Worker

Tucson, AZ · On-site

Manage general operations of Intake area, and client needs staying in-house, providing information and referrals, medication disbursement, access to luggage and items checked in as needed * Conduct ...

The Cavanagh Law Firm

Be Seen First

Bankruptcy Practice Administrator

Phoenix, AZ · On-site

$80K - $95K/yr

Manage client intake processes and procedures specific to bankruptcy matters * Conduct and oversee conflict checks * Coordinate practice-group accounting and billing, including client invoicing and ...

New

Cornerstone Caregiving

Assessment RN

Scottsdale, AZ · On-site

$98/hr

Perform client intake assessments * Sign-off on client care plans for VA department (if applicable) * Assign client care plans * Assist with caregiver training and orientations * Assist with Care ...

Medix

Phone Intake Manager

Phoenix, AZ · On-site

$18/hr

Job Summary Our client is seeking an Intake Manager who will serve as the first point of contact for individuals injured on the job and their supervisors. The primary responsibility is to guide them ...

Ankura

Conflict Analyst

Phoenix, AZ · Hybrid

$70K - $90K/yr

In depth understanding of conflict of interests and new client intake principles * General understanding of the legal and/or business consulting industries preferred * Fundamental knowledge of ...

Aldridge Pite LLP

Intake Processor

Mesa, AZ · On-site

$15.50 - $21/hr

Purpose Aldridge Pite LLP has an immediate need for a Bankruptcy Intake Processor. This position ... Download all corresponding documents from client systems and PACER * Review referrals for all ...

UHS

INTAKE WORKER/COORDINATOR - PRN

Tucson, AZ · On-site

$15.50 - $21/hr

T he Intake Worker/Coordinator is accountable for coordinating the assessment and referral ... The recruiters will not email you from a public webmail client like Hotmail, Gmail, Yahoo Mail, etc.

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Showing results 41-60

All JobsClient Intake JobsClient Intake Jobs in Arizona

Client Intake information

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 does a client intake specialist do?

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 are the key skills and qualifications needed to thrive as a client intake specialist?

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 is the difference between Client Intake vs Customer Service Representative?

AspectClient IntakeCustomer Service Representative
Required CredentialsBasic high school diploma; some roles may require familiarity with CRM softwareHigh school diploma; training in communication and product knowledge
Work EnvironmentOffice settings, client meetings, or remoteCall centers, retail, or office environments
Employer & Industry UsageUsed in healthcare, legal, consulting, and financial sectorsCommon across retail, telecom, hospitality, and service industries
Search & Comparison IntentUnderstanding role responsibilities, qualifications, and differencesCustomer 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.

What are the most commonly searched types of Client Intake jobs in Arizona?

The most popular types of Client Intake jobs in Arizona are:

Client Intake jobs near you
Infographic showing various Client Intake job openings in Arizona as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 10% Part Time, 2% Temporary, and 5% Contract. Highlights an 70% Physical, 4% Hybrid, and 26% Remote job distribution.

New Business Intake Coordinator/Conflicts- Phoenix

Direct Counsel

Phoenix, AZ

$55K - $85K/yr

Full-time

Re-posted 2 days ago

Job description

A national law firm is seeking a New Business Intake Coordinator. The ideal candidate will be responsible for Maintaining Daily Workflow, Running Conflict Checks, Making Client Matter adjustments, and Assigning Client Matter Numbers for the Firm. As a NBI Coordinator, you are required to maintain a high level of accuracy and confidentiality at all times.

CORE RESPONSIBILITIES

  • Complete detailed Conflict of Interest Report including necessary internet searches
  • Consult the NBI Reference Manual for proper procedures and information
  • Assign Client Matter numbers
  • Notify Attorneys of Issues for Matter Opening Process
  • Assign Affiliations for all Client Matters
  • Maintain all Client Matter Modifications
  • Process Dunn and Bradstreet reports (DNBi)/Hoover
  • Maintain system integrity and data base clean up
  • Complete Exiting Attorney Reports and requests for attorney to close Client/files
  • Process all Client Matter Re-Openings (re-run conflict report and communicate new issues to appropriate attorney. This process will involve waiting for approval before re-opening)
  • Maintain client and employee confidences; protect operations by safeguarding confidential information
  • Take initiative to train and mentor new NBI hires, staff and attorneys on NBI policies and procedures
  • Work efficiently and prioritize tasks in a fast-paced environment

Experience and Education

  • 2 years NBI/Conflicts experience.
  • Prior legal industry new business intake/conflicts experience preferred.
  • Preferred: Bachelor’s degree or combination of education and experience

SKILLS & ABILITIES

  • Proficient in MS Office applications;
  • Proficient in computerized Conflicts/Workflow software;
  • Excellent analytical and research skills;
  • Ability to compile, review, determine and communicate conflicts issues based on a variety of information;
  • Good judgment in determining when assistance is needed in communicating with attorneys and legal assistants on varied issues involving conflicts and maintaining client files.

Salary and Benefits:

  • Salary: $55k/yr -$85k/yr depending on experience
  • Benefits: Comprehensive Benefits that start month following start date.
  • Onsite work schedule