Client Intake Specialist - Aged & Disability Care

My Guardian; Gold Coast City; On-site; AUD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive salary package

Career growth opportunities

Supportive and positive office culture

Job summary

My Guardian is seeking a Client Intake Officer in our QLD office to lead face-to-face engagement with prospective clients and families, guiding them through intake and decision-making, and ensuring they feel supported and informed.

You will work with the Queensland BDMs and Case Management Team to convert enquiries into active clients, manage onboarding, and maintain CRM records while upholding high standards of care.

Qualifications

• Minimum 1 year in intake, case management, or customer-facing role in aged care or disability services.
• Experience with NDIS and Aged Care funding is preferred.
• Strong communication and face-to-face engagement skills.

Responsibilities

• Engage with prospective clients through face-to-face meetings and calls to assess needs and recommend care.
• Guide clients on Support at Home packages and NDIS services to convert inquiries.
• Collaborate with QLD BDM and Case Management teams for ongoing care delivery.
• Coordinate onboarding, documentation, waitlists, and referrals to ensure smooth transitions.

Skills

Face-to-face engagement

Customer service excellence

NDIS knowledge

Aged Care funding basics

Tools

CRM

My Aged Care portals

Job description

My Guardian is seeking a Client Intake Officer in our QLD office to lead face-to-face engagement with prospective clients and families, guiding them through intake and decision-making, and ensuring they feel supported and informed.

You will work with the Queensland BDMs and Case Management Team to convert enquiries into active clients, manage onboarding, and maintain CRM records while upholding high standards of care.