Client Onboarding & Intake Specialist

BEACON BEHAVIORAL SUPPORT SERVICES; Grover Square (SC); On-site; USD 38,000 - 52,000; Full time

Job summary

BEACON BEHAVIORAL SUPPORT SERVICES is seeking an Intake Coordinator in Seneca, SC. You will manage initial client engagement, gather information, and coordinate with internal teams to ensure smooth intake and onboarding processes.

The role requires strong organizational, communication, and data-management skills, with experience in healthcare or social services intake. A client-focused, culturally competent approach is essential for success in this position.

Qualifications

• High school diploma or equivalent required; associate degree or higher preferred.
• Proven experience in a client-facing role, preferably in healthcare, social services, or related fields.
• Strong organizational skills with the ability to manage multiple tasks and deadlines.
• Excellent verbal and written communication skills.
• Proficiency with standard office software and client management databases.

Responsibilities

• Conduct initial client conversations to collect and verify personal, financial, and service-related information.
• Coordinate intake appointments and follow-up communications with clients and internal teams.
• Maintain accurate and confidential client records in compliance with organizational policies and legal requirements.
• Collaborate with service providers, and administrative staff to ensure seamless client onboarding.
• Identify and address potential barriers to service access, escalating issues as necessary to appropriate personnel.
• Prepare and submit intake documentation and reports to support program evaluation and funding requirements.
• Respond promptly to client inquiries and provide clear information regarding intake procedures and next steps.

Education

High school diploma or equivalent; associate degree or higher preferred

Client-facing experience (healthcare/social services)

Strong organizational skills

Excellent verbal and written communication

Proficiency with standard office software and client databases

Diversity sensitivity and cultural competency

Familiarity with intake processes/regulatory requirements

Customer service or administrative support certification

Second language ability relevant to client community

Experience with EHR or case management software

Tools

EHR systems

Office software

Client management databases

Job description

BEACON BEHAVIORAL SUPPORT SERVICES is seeking an Intake Coordinator in Seneca, SC. You will manage initial client engagement, gather information, and coordinate with internal teams to ensure smooth intake and onboarding processes.

The role requires strong organizational, communication, and data-management skills, with experience in healthcare or social services intake. A client-focused, culturally competent approach is essential for success in this position.