Client Concierge & Intake Specialist

SeniorLAW Center; Philadelphia (Philadelphia County); On-site; USD 36,000 - 44,000; Full time

Benefits offered by this job

Health and dental coverage

Long-term disability

Short-term disability

401k

Flexible spending plan

Sabbatical plan

Generous holidays and leave

Job summary

SeniorLAW Center in Philadelphia seeks a Client Reception and Intake Associate to blend frontline concierge service with intake administration, greeting visitors, answering calls, and guiding clients through the intake process.

You will enter data into the Case Management System, manage appointments, process online submissions, and support clinics and community events while upholding confidentiality and client-centered service.

Qualifications

• Associate degree required.
• Bachelor's degree preferred; experience with older adults.
• Second language proficiency preferred.

Responsibilities

• Provide concierge coverage and serve as the welcoming first point of contact for all clients and visitors.
• Answer incoming calls, assess the nature of the inquiry, provide appropriate assistance and routing.
• Manage all aspects of client-centric check-in and intake experience.
• Retrieve, enter, and update prescreen and intake information in the CMS.
• Scheduling, cancel, reschedule, and confirm client appointments.
• Manage online intake submissions and e-transfers, routing them for appropriate follow-up.
• Maintain accuracy and confidentiality when handling client documents and case notes.
• Provide general administrative support and assist with clinics and outreach activities.

Skills

Flexibility

Client-facing communication

Organization

Technology/data-entry

Sound judgment

Education

Associate degree

Bachelor's degree preferred

Second language proficiency

Tools

CMS

MS Outlook

Teams

Excel

Job description

SeniorLAW Center in Philadelphia seeks a Client Reception and Intake Associate to blend frontline concierge service with intake administration, greeting visitors, answering calls, and guiding clients through the intake process.

You will enter data into the Case Management System, manage appointments, process online submissions, and support clinics and community events while upholding confidentiality and client-centered service.