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Intake Associate Jobs in Missouri (NOW HIRING)

Orangetheory Fitness

Sales Associate

Saint Peters, MO · On-site

$15 - $16/hr

Onboard new Orangetheory members using Client Intake Forms and Membership Agreements * Follow up on ... Sales Associate qualifications, we would like to hear from YOU: * Passionate about fitness and ...

Paradigm Recovery Centers

Admissions Coordinator

Sedalia, MO · On-site

$17.50 - $24/hr

Associate's or Bachelor's degree in behavioral health, psychology, or a related field preferred. * 1-3 years of experience in admissions, intake coordination, or a behavioral health setting required.

Vaco LLC

Associate, Business Development

Kansas City, MO · On-site

$43K - $59K/yr

The Associate, Business Development is responsible for generating sales, increasing revenue and ... Manage new and open job orders from intake to fulfillment. * Utilize Bullhorn to log all activity ...

H&R Block

Marketing Operations Manager

Kansas City, MO · On-site

You will own the end-to-end intake pipeline for marketing requests, acting as the primary liaison ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

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All JobsIntake Associate JobsIntake Associate Jobs in Missouri

Intake Associate information

See Missouri salary details

$12

$24

$37

How much do intake associate jobs pay per hour?

As of Jul 15, 2026, the average hourly pay for intake associate in Missouri is $24.47, according to ZipRecruiter salary data. Most workers in this role earn between $18.51 and $30.19 per hour, depending on experience, location, and employer.

What is an intake associate?

An intake associate is a professional responsible for collecting and organizing client information during the initial contact or assessment phase. They often work in healthcare, social services, or legal settings, using data entry skills and knowledge of confidentiality protocols to ensure accurate and efficient intake processes.

What's a good job for overthinkers?

An Intake Associate role involves reviewing and processing information, which can suit overthinkers who enjoy attention to detail and structured tasks. This job often requires strong organizational skills and the ability to follow procedures, making it suitable for individuals who prefer methodical work environments.

How much does an intake specialist make?

In North Carolina, an intake specialist typically earns between $30,000 and $45,000 annually, depending on experience, location, and employer. Entry-level positions may start lower, while experienced specialists with certifications can earn higher salaries. The role often requires strong communication skills and familiarity with healthcare or social service environments.

What is the difference between Intake Associate vs Medical Secretary?

AspectIntake AssociateMedical Secretary
Required CredentialsHigh school diploma; some roles may prefer healthcare-related certificationsHigh school diploma; medical office administration certification often preferred
Work EnvironmentHealthcare facilities, clinics, hospitalsMedical offices, clinics, hospitals
Primary ResponsibilitiesGathering patient information, scheduling, initial data entryManaging correspondence, scheduling, medical record management
Common UsagePatient intake, insurance verificationAdministrative support, appointment coordination

While both roles support healthcare operations, Intake Associates focus on patient intake and data collection, whereas Medical Secretaries handle administrative tasks like scheduling and correspondence. Both positions require strong organizational skills and familiarity with medical environments, but their specific duties differ based on patient interaction versus administrative support.

What are Intake Associates?

Intake Associates are professionals primarily responsible for greeting clients, collecting initial information, and ensuring all documentation is complete when individuals seek services from an organization, such as a law firm, healthcare provider, or social service agency. They are often the first point of contact and play a crucial role in assessing client needs, verifying eligibility, and preparing files for further processing. Their work helps ensure a smooth onboarding process and efficient workflow for the team. Strong communication, organizational, and interpersonal skills are essential for success in this role.

What are some common challenges Intake Associates face when managing high volumes of new client cases?

Intake Associates often encounter periods of high demand, where they must efficiently process a large number of new client intakes while maintaining accuracy and professionalism. Balancing thorough data collection with timely responses can be challenging, especially when working with sensitive or urgent cases. Strong organizational skills, attention to detail, and effective communication with both clients and internal teams are essential to navigating these busy periods successfully.

What jobs pay 4000 a week without a degree?

An Intake Associate typically does not earn $4,000 weekly without specialized experience or high-level responsibilities. High-paying roles that can reach this level without a degree often include sales, real estate, or certain skilled trades like commercial driving or technical trades, which rely more on experience, certifications, or licenses than formal education.

What are the key skills and qualifications needed to thrive as an Intake Associate, and why are they important?

To thrive as an Intake Associate, you need strong organizational skills, attention to detail, and experience with client or patient intake processes, often supported by a high school diploma or relevant administrative background. Familiarity with data entry software, customer relationship management (CRM) systems, and electronic records is typically required. Exceptional communication, empathy, and problem-solving abilities help Intake Associates effectively interact with clients and coordinate with team members. These skills are crucial for accurately gathering information, ensuring smooth onboarding, and maintaining high-quality client service.
What are the most commonly searched types of Intake jobs in Missouri? The most popular types of Intake jobs in Missouri are:
Intake Associate jobs near you
Infographic showing various Intake Associate job openings in Missouri as of July 2026, with employment types broken down into 1% As Needed, 67% Full Time, 30% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $50,890 per year, or $24.5 per hour.

Financial Planner Associate (Larson University)

Larson Financial Holdings, LLC

Saint Louis, MO • On-site

Full-time

Posted 27 days ago

Job description

Description:

At Larson Financial Holdings, LLC we are seeking eager aspiring Financial Planner Associates to participate in a structured 90-day development program designed to build the knowledge, skills, and licensing requirements necessary for a successful career in financial planning and wealth management. This role combines classroom learning, securities licensing preparation, client service exposure, and direct mentorship from Financial Planners and Client Service Associates.


The associate will progressively develop expertise in investment products, regulatory requirements, financial planning concepts, client onboarding, and compliance while preparing for and obtaining the Securities Industry Essentials (SIE), Series 7, and Series 66 licenses.


Key Responsibilities

Client Service & Operations

  • Shadow Client Service Associates (CSAs) to learn client intake, onboarding, account maintenance, and service processes.
  • Observe client interactions and assist with administrative and operational workflows.
  • Learn account documentation requirements and client record management procedures.
  • Develop an understanding of client service standards and best practices.

Financial Planning Exposure

  • Observe Financial Planner meetings and client consultations.
  • Participate in financial planning development sessions and plan implementation reviews.
  • Gain experience evaluating client goals, risk tolerance, and investment objectives.
  • Learn suitability standards and recommendation processes.

Investment & Securities Knowledge

  • Develop a strong understanding of capital markets and securities industry fundamentals.
  • Learn characteristics, risks, and applications of:
    • Equities
    • Fixed income securities
    • Mutual funds
    • Exchange-traded funds (ETFs)
    • Options and derivatives
    • Alternative investments
    • Retirement plans
    • Investment company products
  • Build knowledge of portfolio construction and risk management principles.

Compliance & Regulatory Education

  • Study federal and state securities regulations.
  • Learn FINRA rules, prohibited activities, and industry compliance requirements.
  • Understand suitability standards, trading regulations, and account management procedures.
  • Develop knowledge of fiduciary responsibilities and ethical business practices.

Licensing & Professional Development

  • Complete structured training curriculum and assigned educational materials.
  • Attend training sessions, workshops, and licensing preparation courses.
  • Create study materials, including flashcards and practice reviews.
  • Complete benchmark assessments and practice examinations.
  • Successfully obtain:
    • Securities Industry Essentials (SIE)
    • Series 7 License
    • Series 66 License
Requirements:
  • Bachelor’s degree or equivalent professional experience.
  • Strong interest in financial planning, wealth management, and investment advisory services.
  • Excellent communication and interpersonal skills.
  • Strong organizational and time-management abilities.
  • Ability to learn complex financial and regulatory concepts.
  • Demonstrated commitment to professional development and licensing success.

Preferred

  • Degree in Finance, Business, Economics, Accounting, or related field.
  • Previous client service, financial services, or internship experience.
  • Familiarity with financial markets and investment concepts.

Success Metrics

  • Completion of assigned training curriculum and coursework.
  • Achievement of benchmark scores on licensing practice examinations.
  • Successful attainment of SIE, Series 7, and Series 66 licenses.
  • Demonstrated understanding of compliance and regulatory requirements.
  • Positive participation in client service, planning, and operational activities.
  • Readiness to transition into an advisory or financial planning support role.

Core Competencies

  • Client Focus
  • Professional Communication
  • Analytical Thinking
  • Regulatory Awareness
  • Attention to Detail
  • Learning Agility
  • Time Management
  • Teamwork & Collaboration
  • Ethical Decision-Making

Not eligible for benefits – this is a temporary 90-day position, full-time offer / employment is dependent on passing SIE, Series 7, and 66 exams