Client Onboarding Specialist

2 weeks ago


Pittsburgh, Pennsylvania, United States ricciandassociates Full time

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.

The successful candidate will possess outstanding communication abilities, a keen eye for detail, and the capacity to manage sensitive information with care.

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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