We are seeking a detail-oriented and highly organized intake specialist. This role is essential in ensuring an efficient intake process for clients by collecting key information, providing empathetic support, and coordinating with internal teams to ensure a smooth service experience. The ideal candidate will have excellent communication skills, cultural sensitivity, and experience in client-facing roles across diverse communities.
As an intake specialist you will:
- Serve as the first point of contact for clients, conducting initial screenings by phone, email, or video.
- Gather, verify, and input accurate client data into internal systems.
- Clearly explain services, procedures, and next steps to clients in a compassionate and professional manner.
- Maintain strict confidentiality and comply with all privacy and data protection regulations.
- Collaborate cross-functionally with internal departments to support seamless client onboarding.
- Respond to client questions and concerns.
- Assist in appointment scheduling and follow-up coordination.
- Keep accurate, up-to-date records of all client interactions.
- Translate and interpret client communications as necessary across the three languages.
As an intake specialist you have:
- Advanced English and Spanish proficiency, written and spoken (C1).
- Prior experience in intake, client services, case management, or legal roles
- Sales attitude
- Proven job stability with previous employers.
- The ability to work independently while following guidelines.
- Strong organizational skills with the ability to manage multiple deadlines.
- High level of discretion and commitment to confidentiality.
- Great interpersonal skills.