Client Onboarding & Intake Specialist — Brooklyn

Sbhonline; New York (NY); Hybrid; USD 42,000 - 64,000; Full time

Job summary

Sbhonline in Brooklyn, NY is seeking an Intake Coordinator to manage client onboarding and documentation with warmth and professionalism. This role focuses on delivering excellent client service and ensuring accuracy and efficiency in intake processes.

The ideal candidate will be highly organized, detail-oriented, and an effective communicator who can guide clients through forms, timelines, and next steps while maintaining confidentiality and collaborating with the team.

Qualifications

• Excellent verbal and written communication skills.
• Strong interpersonal and customer service abilities.
• Warm, friendly, patient, and professional demeanor.
• Exceptional attention to detail and accuracy.
• Strong organizational and time-management skills.
• Ability to manage multiple clients, documents, and priorities simultaneously.
• Excellent follow-up skills.
• Comfortable communicating with clients by phone, email, and in person.
• Ability to learn new systems and processes quickly.
• Dependable and able to work effectively in a fast-paced environment.
• Team-oriented attitude with a willingness to assist coworkers when needed.
• Previous experience in intake coordination, client services, healthcare, administrative support, or a related position is a plus.

Responsibilities

• Serve as a primary point of contact for clients throughout the intake process.
• Communicate with clients daily and develop strong, professional relationships.
• Guide clients through required intake procedures and next steps.
• Assist clients with completing forms, applications, and other required documentation.
• Explain paperwork and requirements clearly and patiently.
• Review documentation for accuracy and completeness.
• Prepare and submit intake paperwork accurately and within required timelines.
• Follow up with clients regarding missing or outstanding information.
• Maintain accurate and organized client records.
• Track intake progress and ensure cases move through the process.
• Respond to client inquiries promptly and professionally.
• Coordinate with internal team members to ensure smooth onboarding.
• Maintain confidentiality and professionalism when handling client information.
• Assist with general administrative and intake-related responsibilities as needed.
• Contribute to a positive, collaborative office environment.

Job description

Sbhonline in Brooklyn, NY is seeking an Intake Coordinator to manage client onboarding and documentation with warmth and professionalism. This role focuses on delivering excellent client service and ensuring accuracy and efficiency in intake processes.

The ideal candidate will be highly organized, detail-oriented, and an effective communicator who can guide clients through forms, timelines, and next steps while maintaining confidentiality and collaborating with the team.