Client Intake Forms - 223+ job offers

*CLIENT INTAKE SPECIALIST** *ELG Estate Planning | Spokane, WA** Are you a natural connector who finds genuine satisfaction in helping people through pivotal moments in their lives? Do you thrive on conversation, love staying organized, and take pride in being the person who makes a great first impr

Description: The Client Intake Assistant serves as the main point of contact for Leads, ensuring a smooth intake experience. This role is responsible for qualifying Leads, gathering information about their matter, running initial conflict checks, and scheduling consultation and discovery calls. The

CLIENT INTAKE SPECIALIST ELG Estate Planning | Spokane, WA Are you a natural connector who finds genuine satisfaction in helping people through pivotal moments in their lives? Do you thrive on conversation, love staying organized, and take pride in being the person who makes a great first impression

*STOP: Read This First Before Applying:** *This is a sales role with significant earning potential through performance bonuses. If you're shy, uncomfortable with persuasion, or hesitant to pick up the phone and close deals, this position is not for you.** We need someone who Thrives on sales targets

*Job Summary:** Join our team as a Bilingual Client Intake Specialist and become the welcoming first point of contact at our dynamic immigration law firm. You will play a key role in communicating with clients, managing client intake, and assisting attorneys and paralegals in immigration cases. Our

Description *About Us** Chinese Mutual Aid Association (CMAA) is a community-based 501(c)3 nonprofit organization dedicated to supporting Chicagoland’s diverse immigrant and refugee communities. Established in 1981, CMAA is a cornerstone of the “Asia on Argyle” corridor of the Uptown Neighborhood of

*Client Intake Assistant** Law Firm in Dallas, TX 75206 Monday - Thursday | 35hrs Salary: 48k - 50k. Description *The Client Intake Assistant serves as the main point of contact for Leads, ensuring a smooth intake experience. This role is responsible for qualifying Leads, gathering information about

*About Family Promise of Orange County** The mission of Family Promise of Orange County (FPOC) is to help families experiencing homelessness achieve housing stability. We HELP, we give HOPE, we bring families HOME. FPOC provides a pathway of support that empowers families to avoid homelessness or ex

A high-volume Personal Injury law firm is seeking a full-time Client Intake & Administrative Assistant for our Carmel office. This role is primarily focused on engaging with new and potential clients, signing them up, completing intake paperwork, and assisting with incoming field and office call

Description Create and field client intakes Collect and record information from potential clients and open cases in case management software Send and receive retainer agreements for perspective clients who meet the specific criteria. Maintain data entry requirements by following data program techniq

We are a fast-growing family law firm looking for a **high-performing sales professional** to convert inbound leads into retained clients. This is NOT a typical intake role. This is a **closing role**. If you are driven, competitive, and know how to guide emotional prospects into confident decisions

Help Homeowners Access Critical Repairs and Stay Safely in Their Homes Rebuilding Together Greater Florida (RTGFL) is a mission-driven nonprofit dedicated to repairing homes, revitalizing communities, and rebuilding lives. Across our multi-county service area, we provide critical home repairs, acces

Job description Trusted Results Therapy Group is seeking a friendly, professional, and highly organized Front Desk Receptionist to join our team. The ideal candidate will be the first point of contact for clients and visitors and play an integral role in ensuring the smooth operation of our mental h

*Job Summary:** We are seeking a motivated and detail-oriented Client Intake Specialist to join our team. The ideal candidate will be responsible for reaching out to potential clients, guiding them through the onboarding process, verifying insurance benefits, and ensuring ongoing client satisfaction

Join the Reno-Sparks Indian Colony as a Full-Time 477 Client Intake/Compliance Officer and elevate your career in a dynamic and impactful role. With a competitive pay range of *$19.09 - $23.94** per hour, this position offers you the chance to make a meaningful difference while ensuring compliance a

We are a fast-growing family law firm looking for a high-performing sales professional to convert inbound leads into retained clients. This is NOT a typical intake role. This is a closing role. If you are driven, competitive, and know how to guide emotional prospects into confident decisions, this r

Join the Reno-Sparks Indian Colony as a Full-Time 477 Client Intake/Compliance Officer and elevate your career in a dynamic and impactful role. With a competitive pay range of **$19.09 - $23.94** per hour, this position offers you the chance to make a meaningful difference while ensuring compliance

For ambitious, culturally diverse, curious minds seeking booming careers, Job Duck unlocks and nurtures your potential. We connect you with rewarding, remote job opportunities with US-based employers who recognize and appreciate your skills, allowing you to not just survive but thrive. As a lifestyl

*Client Intake & Livestream Specialist (On-Site – Hemet, CA)** *Commission Only | Inbound Lead Intake + Livestream Hosting** ECG Consulting are hiring a **Client Intake & Livestream Specialist** to support our solar department's growth. This role will primarily focus on handling **inbound le

*Remote Client Intake & Qualification Specialist (Estate Planning)** *Law Firm - Remote (Nationwide)** *Overview** A Minnesota-based estate planning law firm focused on helping families protect their assets, avoid probate, and create long-term clarity for their loved ones. We are seeking a **hig