Client Intake Specialist

2 weeks ago


Helena, Montana, United States The Salvation Army USA Western Territory Full time

DEPARTMENT: SOCIAL SERVICES

POSITION TITLE: INTAKE COORDINATOR

EDUCATION & WORK EXPERIENCE:

  • Preferred experience in social service intake and assessment.
  • At least 1 year of experience in customer service or reception roles.
  • Familiarity with social services and local resources, demonstrating the ability to provide referral information.

KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

  • Detail-oriented and self-motivated.
  • Ability to work both independently and collaboratively within a team.
  • Strong work ethic with excellent time management and adherence to schedules.
  • Proficient in English, both verbally and in writing.
  • Exceptional organizational skills.
  • Outstanding telephone communication abilities.
  • Capacity to thrive in a fast-paced environment while maintaining composure under pressure.
  • Excellent interpersonal skills, particularly in a diverse team setting.
  • Willingness to comply with organizational policies and procedures.
  • Customer service-oriented mindset.
  • Knowledge of filing and record-keeping systems.
  • Strong typing skills.
  • General understanding of business protocols.
  • Adherence to substance abuse policies and a drug-free workplace.
  • Valid driver's license and ability to pass a motor vehicle record check.
  • Completion of background checks as required.
  • Commitment to confidentiality.

SCOPE OF POSITION:

The Intake Coordinator plays a vital role within the Social Services team, being the first point of contact for clients. This position is essential in ensuring that clients receive a supportive and positive experience through professional and compassionate service. Responsibilities include:

  • Processing assistance requests and referrals.
  • Managing phone communications and directing calls effectively.
  • Conducting intake interviews for various social service programs.
  • Overseeing all operations of the Food Pantry, including inventory management and volunteer coordination.
  • Promoting the organization and its services.

ESSENTIAL DUTIES & RESPONSIBILITIES:

  • Conducting client intake via various communication methods to assess needs and eligibility.
  • Gathering detailed information through client interviews regarding their circumstances.
  • Scheduling appointments for clients.
  • Managing all aspects of the Food Pantry operations.
  • Maintaining inventory control and overseeing food ordering and distribution.
  • Recruiting and supervising volunteers for the Food Pantry.
  • Providing food service management during peak assistance periods.
  • Updating information in the database as necessary.
  • Compiling and providing monthly statistics to the Programs Manager.
  • Answering calls and managing messages promptly.
  • Serving as the receptionist for all social service programs.
  • Assisting the Programs Manager as required.
  • Participating in staff and community meetings as directed.
  • Performing seasonal assistance duties as assigned.
  • Completing additional tasks as needed.

SOFTWARE-RELATED SKILLS:

  • Proficiency in Microsoft Word, Excel, and Outlook.
  • Ability to navigate integrated database applications and learn new software with basic training.
  • Familiarity with standard office equipment.

PHYSICAL REQUIREMENTS:

  • Ability to perform various physical activities such as sitting, walking, bending, and lifting up to 25 lbs.
  • Capability to operate a telephone and computer.
  • Ability to process information from a computer and understand written material.

Qualified individuals must be able to perform the essential duties of the position with or without accommodation. The organization is committed to providing reasonable adjustments to meet the physical requirements of the role.

BENEFITS: Full-time positions include a comprehensive benefits package: paid holidays, vacation time, sick leave, and medical, vision, and dental insurance.

HEALTH INSURANCE: Affordable bi-weekly premiums for employee-only coverage, with options for family coverage.

LIFE AND VOLUNTARY OPTIONS: Employer-paid life insurance and additional voluntary plans available.

RETIREMENT PLANS: Employer-funded pension plan and optional employee-funded retirement savings plan.

PARENTAL LEAVE: Paid leave for qualifying events.

SICK LEAVE: Accrued sick leave available from day one.

PAID VACATION: Generous vacation policy for both exempt and non-exempt positions.

PAID HOLIDAYS: Multiple designated holidays plus a floating holiday each year.

EQUAL OPPORTUNITY EMPLOYER: The Salvation Army is committed to diversity and inclusion in the workplace.



  • Helena, Montana, United States The Salvation Army USA Western Territory Full time

    DEPARTMENT: SOCIAL SERVICESPOSITION TITLE: INTAKE COORDINATOREDUCATION & WORK EXPERIENCE:Preferred experience in social service intake and assessment.At least 1 year of experience in customer service or reception roles.Familiarity with social services and local resources, demonstrating the ability to provide referral information.KNOWLEDGE, SKILLS AND...


  • Helena, Montana, United States The Salvation Army USA Western Territory Full time

    DEPARTMENT: SOCIAL SERVICESPOSITION TITLE: INTAKE SPECIALISTSTATUS: FULL TIME, NON-EXEMPTPAY RATE: $16.00 PER HOUREDUCATION & WORK EXPERIENCE:Preferred experience in social service intake and assessment.At least 1 year of experience in customer service or reception roles.Familiarity with social services and local resources, demonstrating the ability to...


  • Helena, Montana, United States The Salvation Army Full time

    DEPARTMENT:SOCIAL SERVICESPOSITION TITLE:INTAKE SPECIALISTSTATUS:FULL TIME, NON-EXEMPTPAY RATE:$16.00 PER HOUREDUCATION & WORK EXPERIENCE:Experience in social service intake and assessment is preferred.A minimum of 1 year’s experience in customer service or reception roles is required.Familiarity with social services and local resources, with a proven...


  • Helena, Montana, United States Intermountain Deaconess Children's Services Full time

    Job OverviewIntermountain Deaconess Children's Services is a prominent non-profit organization dedicated to providing support and healing to children, adolescents, and families facing challenges in mental and behavioral health. We are currently seeking a Case Manager to play a vital role in our team. This position serves as the primary connection between...


  • Helena, Montana, United States Bucher & Christian Consulting, Inc. dba BCforward Full time

    Position Title: Customer Care SpecialistCompany: Bucher & Christian Consulting, Inc. dba BCforwardJob Overview:This role involves engaging with customers in a dynamic call center setting, addressing inquiries and resolving issues effectively. The Customer Care Specialist will utilize a computerized system to manage customer interactions and ensure...


  • Helena, Montana, United States Montana Internet Full time

    Job OverviewSalary: $24.00 per hourAre you tech-savvy and focused on solutions? Become part of a mission-driven organization and transform your enthusiasm into expertise.Montana Internet is on the lookout for a proactive Client Support Specialist to enhance our operations, merging technical assistance, sales, and billing responsibilities while providing...


  • Helena, Montana, United States Boutique Recruiting Full time

    Position Overview:A distinguished financial services organization is seeking a dynamic and resourceful Client Relations Specialist. This role is pivotal in assisting Financial Advisors by delivering crucial administrative support, which includes managing appointment schedules, facilitating new account openings, and ensuring adherence to client service...


  • Helena, Montana, United States Boutique Recruiting Full time

    Join a distinguished financial services organization as a Client Relations Specialist. In this pivotal role, you will play a crucial part in supporting Financial Advisors by delivering vital administrative assistance. Your responsibilities will encompass scheduling appointments, facilitating the opening of new accounts, and ensuring that client service...


  • Helena, Montana, United States Glacier Bancorp Full time

    About The Position At Glacier Bancorp, we pride ourselves on being a leading financial institution, recognized for our commitment to exceptional service. Our employees are our greatest asset, and we foster an environment that encourages professional growth and development. If you are seeking a rewarding career in customer service, we invite you to explore...

  • Travel Nurse RN

    23 hours ago


    Helena, Montana, United States HealthEcareers - Client Full time

    Job Title: Travel Nurse RN - Behavioral Health SpecialistWe are seeking a skilled Registered Nurse to join our team as a Travel Nurse RN - Behavioral Health Specialist. This is a fantastic opportunity to work with a reputable healthcare organization and gain valuable experience in a dynamic environment.About the JobJob Type: Travel NursingSpecialty:...


  • Helena, Montana, United States HealthEcareers - Client Full time

    Job SummaryHealthEcareers - Client is seeking a skilled Travel Nurse RN ICU Specialist to join their team. As a critical care travel nurse, you will provide high-quality patient care in a fast-paced ICU environment.Key ResponsibilitiesDeliver exceptional patient care to critically ill patientsCollaborate with interdisciplinary teams to develop and implement...


  • Helena, Montana, United States HealthEcareers - Client Full time

    Mindlance Health is seeking a travel nurse RN Psychiatric for a travel nursing job.Job DetailsSpecialty: PsychiatricDiscipline: Registered Nurse (RN)Employment Type: TravelPerks: Referral Bonus, Travel AllowanceRequirements:2+ years of inpatient Psych hospital experience3+ years if no travel experienceBLS and CPI certificationRatio: 1:7/8Adult population:...

  • Travel Nurse RN

    1 week ago


    Helena, Montana, United States HealthEcareers - Client Full time

    Job SummaryHealthEcareers - Client is seeking a skilled Travel Nurse RN to fill a Behavioral Health position. As a Travel Nurse RN, you will provide high-quality patient care and support to individuals with mental health needs.Key ResponsibilitiesProvide direct patient care to individuals with behavioral health needsDevelop and implement individualized care...

  • Travel Nurse RN

    2 weeks ago


    Helena, Montana, United States HealthEcareers - Client Full time

    Job SummaryHealthEcareers - Client is seeking a skilled Travel Nurse RN to fill a Behavioral Health position. As a Travel Nurse RN, you will provide high-quality patient care and support to individuals with mental health needs.Key ResponsibilitiesProvide direct patient care to individuals with behavioral health needsDevelop and implement individualized care...


  • Helena, Montana, United States HealthEcareers - Client Full time

    Job SummaryHealthEcareers - Client is seeking a skilled Emergency Department Nurse Specialist to join their team on a travel nursing assignment. As a key member of the healthcare team, the successful candidate will provide high-quality patient care and support in a fast-paced emergency department setting.Key ResponsibilitiesProvide direct patient care to...


  • Helena, Montana, United States Intermountain Deaconess Children's Services Full time

    Job OverviewIntermountain Deaconess Children's Services is a leading non-profit organization dedicated to providing support and healing to children, adolescents, and families facing challenges in mental and behavioral health. We are seeking a dedicated Case Manager to facilitate communication and collaboration between clients and external...


  • Helena, Montana, United States Bucher & Christian Consulting, Inc. dba BCforward Full time

    Position Overview:Bucher & Christian Consulting, Inc. dba BCforward is seeking a dedicated Customer Care Specialist to join our team. This role involves engaging with clients in a dynamic call center environment, providing essential support and information.Key Responsibilities:As a Customer Care Specialist, you will:Utilize a computerized system to address...


  • Helena, Montana, United States HealthEcareers - Client Full time

    Job SummaryHealthEcareers - Client is seeking a skilled Labor and Delivery Travel Nurse to join their team. As a Labor and Delivery Travel Nurse, you will be responsible for providing high-quality patient care in a dynamic and fast-paced environment.Key ResponsibilitiesProvide direct patient care to laboring women and their newbornsCollaborate with...


  • Helena, Montana, United States Boutique Recruiting Full time

    Position Overview:A prestigious financial services organization is seeking a dedicated and adaptable Client Service Associate. This role is pivotal in providing essential administrative assistance to Financial Advisors, ensuring that client service standards are upheld. Key Responsibilities:- Assist in managing and documenting client interactions and...


  • Helena, Montana, United States Boutique Recruiting Full time

    Position Overview:A prestigious financial services organization is seeking a dedicated and adaptable Client Service Associate. This role involves providing critical administrative assistance to Financial Advisors, including managing appointments, facilitating new account openings, and ensuring adherence to client service standards. Work Environment:The...