Client Intake & Services Coordinator

Iowa Tribe of Oklahoma; Perkins (OK); On-site; USD 27,000 - 42,000; Full time

Job summary

The Iowa Tribe of Oklahoma is seeking an intake specialist to meet with new or prospective clients, gather information, and relay it to the team to determine available services. The role handles multi-line calls, guides callers, and greets visitors at the department entrance.

Responsibilities include data collection, maintaining forms, coordinating with staff, and delivering courteous customer service while protecting confidentiality. A high school diploma and office experience are preferred.

Qualifications

• High School Diploma or GED required.
• Two years of office experience or equivalent training.
• Ability to use standard office equipment and software.
• Strong communication and customer service skills.

Responsibilities

• Process paperwork for new and returning clients efficiently and correctly.
• Obtain pertinent information from clients via surveys or interviews.
• Answer and screen calls and emails from prospective clients.
• Greet visitors and direct them to the appropriate staff.
• Maintain files, forms, and data entry records.
• Coordinate with team to address services for clients.
• Protect client confidentiality and privacy.
• Support mail and office equipment tasks as needed.

Skills

Customer service

Communication skills

Interpersonal skills

Organizational skills

Multitasking

Data entry

Attention to detail

Education

High School Diploma or GED

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Outlook

Job description

The Iowa Tribe of Oklahoma is seeking an intake specialist to meet with new or prospective clients, gather information, and relay it to the team to determine available services. The role handles multi-line calls, guides callers, and greets visitors at the department entrance.

Responsibilities include data collection, maintaining forms, coordinating with staff, and delivering courteous customer service while protecting confidentiality. A high school diploma and office experience are preferred.