ZipRecruiter

Log In

1

Intake Associate Jobs in Wisconsin (NOW HIRING)

Capital One National Association

WI · On-site

$90 - $115/hr

Intake Tool Optimization: Audit and evaluate our current client engagement and intake tools. Design and implement improvements to how engagements and complaints are logged to ensure data accuracy ...

previous pagenext page

Showing results 21-40

All JobsIntake Associate JobsIntake Associate Jobs in Wisconsin

Intake Associate information

See Wisconsin salary details

$13

$26

$40

How much do intake associate jobs pay per hour?

As of Aug 15, 2026, the average hourly pay for intake associate in Wisconsin is $26.33, according to ZipRecruiter salary data. Most workers in this role earn between $19.90 and $32.50 per hour, depending on experience, location, and employer.

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 is an intake associate?

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 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 Wisconsin?

The most popular types of Intake jobs in Wisconsin are:

What cities in Wisconsin are hiring for Intake Associate jobs?

Cities in Wisconsin with the most Intake Associate job openings:

Intake Associate jobs near you
Infographic showing various Intake Associate job openings in Wisconsin as of August 2026, with employment types broken down into 1% As Needed, 71% Full Time, 25% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $54,761 per year, or $26.3 per hour.

Principal Associate, Process Manager - Client Engagement & Issue Resolution

Capital One National Association

WI • On-site

$90 - $115/hr

Other

Posted 5 days ago

Job description

As a Process Manager (Principal Associate) at Capital One, you will be part of a smart, talented team responsible for creating and enhancing processes that deliver excellence to your customer each time. You will play a key role in delivering processes that directly impact the company’s bottom line, serving as the critical link between customer feedback, payment experiences, and product enhancement.

We are seeking dedicated, disciplined process professionals who are naturally curious and possess exceptional critical thinking skills. You should have a relentless drive to resolution and a genuine desire to make a positive impact on the customer experience. This role requires a blend of analytical rigor, technical aptitude, and strategic communication. If you love digging into the details, leaning on AI to solve complex problems, and collaborating across teams to negotiate the best outcomes, this is an excellent opportunity to continue your career in Process Management.

Key Responsibilities
  • Complaint Identification & AI Automation: Sift through customer emails and ServiceNow tickets to proactively flag potential complaints and systemic issues within the payments ecosystem. Devise, build, or utilize AI automation flows to streamline this intake and deep root cause analysis process.
  • Remediation & Project Management: Perform hands‑on remediation work and drive comprehensive forward‑moving plans. This includes rigorous project management of remediation activities, active stakeholder management, adhering to strict timelines, identifying and removing blockers, and ensuring the overall success of the project. Engage in active discussions with cross‑functional stakeholders to negotiate the best possible outcomes for the business and the customer.
  • Strategic Prioritization: Log identified anomalies into our Governance, Risk, and Compliance (GRC) application or translate systemic problems into quantified business cases (calculating $ value and business impact) for product improvement prioritization.
  • Data‑Driven Insights & Incremental Improvements: Access and analyze complaint data to glean actionable insights. Use these findings to drive process enhancements and make continuous, incremental improvements to the customer payment experience.
  • Intake Tool Optimization: Audit and evaluate our current client engagement and intake tools. Design and implement improvements to how engagements and complaints are logged to ensure data accuracy, transparency, and operational efficiency.
  • Process Oversight & Documentation: Lead and own the oversight of process improvement work. Develop and maintain formal process documentation, including procedures and process flow diagrams.
  • Leadership: Act as a subject matter expert, effectively partnering with project customers to clarify needs and provide appropriate solutions.
Basic Qualifications
  • High School Diploma, GED, or equivalent certification
  • At least 3 years of experience in Project Management, Process Management, or Process Engineering, including experience in data analysis
  • At least 3 years of experience in complaint resolution, issue remediation, or operational risk mitigation
  • At least 2 years of experience with the payments ecosystem and customer payment experience.
Preferred Qualifications
  • Bachelor's degree in Business, Operations, or a related field, or equivalent military experience.
  • Certification in Lean, Agile, Six Sigma, Business Process Management, or Project Management.
  • Experience utilizing ServiceNow, GRC applications, or similar enterprise workflow/risk tools, and constructing quantified business cases (including ROI/financial impact) or performing root‑cause analysis.
  • Experience building or utilizing AL automation tools, such as Google Gemini, for workflow optimization or data analysis.

At this time, Capital One will not sponsor a new applicant for employment authorization for this position.

Chicago, IL: $98,900 - $112,900 for Principal Process Manager

Houston, TX: $98,900 - $112,900 for Principal Process Manager

McLean, VA: $108,900 - $124,300 for Principal Process Manager

Richmond, VA: $98,900 - $112,900 for Principal Process Manager

Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate’s offer letter.

This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.

Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well‑being. Eligibility varies based on full‑ or part‑time status, exempt or non‑exempt status, and management level.

Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non‑discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug‑free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23‑A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901‑4920; New York City’s Fair Chance Act; Philadelphia’s Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.

If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1‑800‑304‑9102 or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

For technical support or questions about Capital One's recruiting process, please send an email to Careers@capitalone.com.

Capital One does not provide, endorse nor guarantee and is not liable for third‑party products, services, educational tools or other information available through this site.

#J-18808-Ljbffr

Apply