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Client Intake Jobs in Fort Wayne, IN (NOW HIRING)

Healthier Moms & Babies

Family Advocate

Fort Wayne, IN · On-site

$16 - $21.25/hr

Client Services and Case Management * Conduct medical and social needs screenings and assessments ... Perform other duties as assigned by the Home Visiting and Intake Supervisor. Education * Bachelor ...

Healthier Moms & Babies

Family Advocate

Fort Wayne, IN · On-site

$16 - $21.25/hr

Client Services and Case Management * Conduct medical and social needs screenings and assessments ... Perform other duties as assigned by the Home Visiting and Intake Supervisor. Education * Bachelor ...

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Showing results 21-40

All JobsClient Intake JobsClient Intake Jobs in Fort Wayne, IN

Client Intake information

See Fort Wayne, IN salary details

$35K

$66.1K

$108K

How much do client intake jobs pay per year?

As of Sep 13, 2026, the average yearly pay for client intake in Fort Wayne, IN is $66,051.00, according to ZipRecruiter salary data. Most workers in this role earn between $49,300.00 and $77,900.00 per year, depending on experience, location, and employer.

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 Fort Wayne, IN?

The most popular types of Client Intake jobs in Fort Wayne, IN are:

What are popular job titles related to Client Intake jobs in Fort Wayne, IN?

For Client Intake jobs in Fort Wayne, IN, the most frequently searched job titles are:

What job categories do people searching Client Intake jobs in Fort Wayne, IN look for?

The top searched job categories for Client Intake jobs in Fort Wayne, IN are:

Client Intake jobs near you
Infographic showing various Client Intake job openings in Fort Wayne, IN as of September 2026, with employment types broken down into 85% Full Time, and 15% Part Time. Highlights an 87% In-person, and 13% Remote job distribution, with an average salary of $66,051 per year, or $31.8 per hour.

Block Advisors Client Service Professional

Bluffton, IN • On-site

H&R Block
Accounting Services • 1 - 5K employees
Learn more about H&R Blockexternal

$13.75 - $17.25/hr

Other

Posted 10 days ago

H&R Block rating

5.7

Company rating: 5.7 out of 10

Based on 295 frontline employees who took The Breakroom Quiz

Job description

About the Role
As a seasonal Client Service Professional / Receptionist at H&R Block, you'll be the welcoming first impression for every client. You'll manage client scheduling, support daily office operations, and work alongside a team of tax professionals. With training and support, this role can be a stepping stone into tax preparation or office leadership. This role is in-person and not remote.
  • Greet clients warmly and create a welcoming, professional first impression as the face of the office
  • Answer phone calls, schedule appointments, and match clients with the right tax professional based on their needs
  • Manage client check-in and intake processes, including scanning and organizing documents
  • Maintain office organization and cleanliness to support a smooth, professional client experience
  • Collaborate with tax professionals and team members to ensure seamless daily operations
  • Handle sensitive client information with confidentiality, discretion, and care
Required Qualifications
  • Experience working in a fast-paced, client-centric environment
  • Strong interpersonal and communication skills, with the ability to collaborate effectively with team members and serve clients professionally
  • Ability to multitask and manage competing priorities throughout the day
  • Organizational skills with attention to detail and follow-through
  • Comfort using basic computer programs and digital tools (e.g., Microsoft Office, Teams and scheduling systems)
  • Availability to work evenings and weekends during tax season
Preferred Qualifications
  • High school diploma/GED or equivalent
  • Previous experience in hospitality, call center, customer service or medical industries
  • Previous experience in a receptionist, front desk, or administrative support role
  • Experience working in a tax office, CPA firm, or financial services environment

Why work for us
At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we've led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.
That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.
Sponsored Job
#25881

What H&R Block employees say

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About H&R Block

Sourced by ZipRecruiter

H&R Block's purpose is simple: To provide help and inspire confidence in our clients and communities everywhere. We've been true to that purpose since brothers Henry and Richard Bloch founded our company in 1955. Since then, we've grown to have approximately 12,000 offices throughout the United States and around the world. We are a people company first and a tax company second. People who join H&R Block say it feels like being part of something bigger. A place with an amazing and storied history, but with a strong and urgent focus on the future. Maybe it's how determined, forward thinking and innovative we are, or how accessible our leadership is. We believe it's all those things, and much more.

Industry

Accounting services, it services and finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Kansas City, MO, US

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