Client Onboarding & Intake Specialist

Beacon Behavioral Partners; Seneca (SC); On-site; USD 32,000 - 42,000; Full time

Job summary

Beacon Behavioral Partners in the United States seeks an Intake Coordinator to manage initial client engagement, gather and verify information, and coordinate with internal teams to ensure a smooth intake process.

The role emphasizes professionalism, attention to detail, regulatory compliance, confidentiality, and responsive communication to support service delivery and timely onboarding.

Qualifications

• High school diploma or equivalent required; associate degree or higher preferred.
• Experience in a client-facing role, preferably in healthcare or social services.
• Strong organizational and time-management skills.
• Excellent verbal and written communication skills.
• Proficiency with standard office software and 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 policies and legal requirements.
• Collaborate with service providers and administrative staff to ensure seamless onboarding.
• Identify and address barriers to service access, escalating as needed.
• Prepare and submit intake documentation and reports for program evaluation.
• Respond promptly to client inquiries and explain intake procedures and next steps.

Skills

Experience in client-facing role

Organizational skills

Verbal and written communication

Education

High school diploma or equivalent

Associate degree or higher preferred

Tools

Office software

Client management databases

Electronic health records (EHR) software

Case management software

Job description

Beacon Behavioral Partners in the United States seeks an Intake Coordinator to manage initial client engagement, gather and verify information, and coordinate with internal teams to ensure a smooth intake process.

The role emphasizes professionalism, attention to detail, regulatory compliance, confidentiality, and responsive communication to support service delivery and timely onboarding.