Client Intake Specialist: Elevate Onboarding & Service

Urban-Minority-Alcoholism-; Cincinnati (OH); On-site; USD 43,000 - 53,000; Full time

Job summary

Urban-Minority-Alcoholism- seeks an Intake Specialist to gather essential client information, verify eligibility, and ensure accurate records for coordinated service delivery. You will be the first contact, documenting needs and guiding next steps with confidentiality and professionalism.

The role emphasizes strong communication, data entry accuracy, and collaboration across internal teams to support timely care and compliance with regulatory requirements.

Qualifications

• High school diploma or equivalent required; associate degree or higher preferred.
• Experience in a client-facing role, preferably in healthcare, social services, or customer service.
• Strong organizational skills with attention to detail and accuracy in data entry.
• Ability to handle sensitive information with discretion and maintain client confidentiality.
• Proficiency in using computer systems and software applications for data management.

Responsibilities

• Conduct thorough client interviews to collect necessary personal, financial, and service-related information.
• Verify client eligibility and documentation in accordance with organizational policies and regulatory guidelines.
• Enter and maintain accurate client data in electronic record systems, ensuring confidentiality and data integrity.
• Coordinate with internal departments to facilitate timely service delivery and follow-up actions.
• Respond promptly to client inquiries and provide clear information regarding intake procedures and next steps.

Skills

Communication skills

Organizational skills

Attention to detail

Data entry accuracy

Discretion with confidential info

Bilingual abilities

Education

High school diploma or equivalent

Associate degree or higher preferred

Tools

EHR systems

Client management systems

Job description

Urban-Minority-Alcoholism- seeks an Intake Specialist to gather essential client information, verify eligibility, and ensure accurate records for coordinated service delivery. You will be the first contact, documenting needs and guiding next steps with confidentiality and professionalism.

The role emphasizes strong communication, data entry accuracy, and collaboration across internal teams to support timely care and compliance with regulatory requirements.