Client Intake & Services Coordinator

Socket.dev; Perkins (OK); On-site; USD 32,000 - 52,000; Full time

Job summary

The Iowa Tribe of Oklahoma is seeking an intake specialist to meet with new or prospective clients, collect data, and present findings to a team for service alignment. The role also handles call routing, visitor greeting, and directing inquiries to appropriate personnel.

The position requires data gathering, courteous interviewing, and orderly handling of forms, with emphasis on confidentiality and professional communication.

Qualifications

• High School Diploma or GED required.
• Two years of office experience or equivalent training preferred.
• Knowledge of customer service principles and practices.
• Ability to operate standard office equipment.
• Strong communication and interpersonal skills.
• Welcoming, outgoing personality with professional demeanor.

Responsibilities

• Process paperwork for new and returning clients efficiently and in accordance with protocols.
• Obtain pertinent information from new clients by surveys or interviews.
• Answer and screen inquiry calls and emails from prospective clients.
• Collect data on services provided as needed.
• Ensure that all service forms are properly signed and filed.
• Communicate with team members to resolve issues and reduce conflicts.
• Maintain client confidentiality and dignity.
• Greet visitors and direct them to the appropriate staff.

Skills

Customer service

Communication

Interpersonal skills

Organizational skills

Attention to detail

Data entry

Education

High School Diploma or GED

Tools

Microsoft Word

Excel

PowerPoint

Outlook

Job description

The Iowa Tribe of Oklahoma is seeking an intake specialist to meet with new or prospective clients, collect data, and present findings to a team for service alignment. The role also handles call routing, visitor greeting, and directing inquiries to appropriate personnel.

The position requires data gathering, courteous interviewing, and orderly handling of forms, with emphasis on confidentiality and professional communication.