Client Intake Coordinator
PeopleShare
Client Intake Coordinator
Are you a compassionate, organized professional who thrives on creating outstanding customer experiences? Join our team as a Client Intake Coordinator where you'll serve as the first point of contact for veterans and their families seeking critical support services.
About the Client Intake Coordinator Role:
- Make a meaningful impact by helping veterans and their families access essential supportive services.
- Serve as the welcoming first point of contact for individuals seeking assistance and guidance.
- Join a mission-driven nonprofit organization dedicated to improving the lives of those who served our country.
- Work closely with case managers, program leaders, and support staff to ensure veterans are connected to the resources they need.
- Utilize your customer service, administrative, and organizational skills in a rewarding and purpose-driven environment.
- Enjoy a dynamic role that combines client interaction, intake coordination, office administration, and community impact.
Client Intake Coordinator Job Description: Play a critical role in ensuring a professional, welcoming, and efficient experience for veterans and families seeking assistance through supportive service programs. Serve as the primary point of contact for visitors, callers, and potential program participants while helping facilitate a smooth intake and eligibility screening process. The ideal candidate is customer-focused, detail-oriented, and passionate about helping people navigate services and resources. This individual will be responsible for gathering and documenting client information, coordinating communication with program staff, maintaining organized records, and supporting the day-to-day operations of the office.
Key Responsibilities:
- Serve as the primary point of contact for incoming calls, visitors, and clients seeking assistance.
- Provide a welcoming, professional, and supportive experience for veterans and their families.
- Conduct initial eligibility screenings and intake assessments for program services.
- Accurately complete and process intake documentation while maintaining confidentiality.
- Collaborate with program managers, case managers, and support staff to facilitate client enrollment and service delivery.
- Manage voicemails, route inquiries, and provide information regarding available services and resources.
- Support office operations, including filing, record management, office organization, and supply tracking.
- Assist with opening and closing office procedures and ensure a professional environment for clients and visitors.
Job Requirements: Education & Experience
- High school diploma or equivalent required.
- Associate's or Bachelor's degree in Human Services, Social Work, or a related field preferred.
- Minimum of 1-2 years of experience in customer service, intake coordination, front desk operations, administration, or a related role.
- Experience working in a nonprofit, social services, housing, or community-based organization is highly desirable.
- Veterans are strongly encouraged to apply.
Knowledge & Skills
- Strong customer service mindset with exceptional interpersonal and communication skills.
- Ability to build rapport with diverse populations while maintaining professionalism and empathy.
- Excellent organizational and time-management skills with the ability to multitask effectively.
- Proficiency with Microsoft Office Suite, including Word, Outlook, and Excel.
- Ability to maintain confidentiality and handle sensitive client information with discretion.
- Strong attention to detail and commitment to accurate documentation.
Additional Requirements
- Valid driver's license and reliable transportation preferred.
- Ability to work independently while collaborating effectively within a team environment.
- Consistent, reliable attendance and a commitment to providing exceptional client service.
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