Client Onboarding Specialist
2 weeks ago
Intake Specialist - Ricci and Associates
We are seeking a meticulous and committed Intake Specialist to serve as the initial point of contact for prospective clients, ensuring a smooth and efficient onboarding experience.
Key Responsibilities:
- Greet and assist new clients in a professional manner
- Accurately gather and document client information
- Evaluate client requirements and eligibility for available services
- Respond to inquiries in a timely and courteous fashion
- Organize appointments and facilitate service coordination
- Keep well-organized client records
- Provide comprehensive information regarding services and procedures
- Work collaboratively with other departments to ensure smooth client transitions
- Manage confidential information with the utmost discretion
- Support administrative tasks and special initiatives as needed
Qualifications:
- High school diploma or equivalent (additional education or certification in healthcare or social work is advantageous)
- Experience in customer service or intake within healthcare or social services
- Exceptional interpersonal and written/verbal communication skills
- Strong organizational capabilities and attention to detail
- Proficiency in relevant computer systems and software
- Ability to work autonomously as well as collaboratively
- Problem-solving skills and a compassionate approach to client interactions
Benefits Offered:
- Competitive salary with performance-based incentives
- Comprehensive health, dental, and vision insurance
- Paid time off and recognized holidays
- Opportunities for professional growth and development
- A supportive and collaborative workplace culture
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Client Onboarding Specialist
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