Client Intake Coordinator

Client Intake Coordinator

Westminster Home Connection

Reports to : Executive Director or Designated Supervisor

Employment Type : Full-Time Non-exempt

Work Location : On-Site / In-Office

Were seeking a detail-oriented organized team member to support client intake documentation and office operations. This role manages sensitive client information coordinates with Case Managers maintains digital and physical records and ensures smooth project flow from intake through close-out.

Responsibilities

Review client forms and verify documents.

Enter and maintain client data in tracking systems.

Manage main inbox / phone line and communication logs.

Prepare and organize assessment packets and client folders.

Update project notes Scopes of Work liens warranties and close-out documents.

Assist with office tasks deposits and monthly timesheet updates.

Qualifications

Strong organization communication and tech skills (Microsoft Office OneDrive).

Proficiency with creating pull downs pivot tables and formulas in Excel.

1 3 years office experience; social work background a plus.

Comfortable working with older adults and individuals with disabilities.

Work Environment

In-office role with occasional client interaction. Light lifting required.

Non-Discrimination Statement : In accordance with Federal civil rights law regulations and policies Westminster Home Connection does not discriminate in the hiring of or provision of services to persons based on race color national origin religion sex gender identity (including gender expression) sexual orientation disability age marital status income status political beliefs or any other similar characteristics of individuals.

Key Skills

Customer Service,Client Expectations,Client Requirements,Client Support,Action Plans,Issue Resolution,Account Management,Client Relationships,Service Delivery,Client Service,Client Satisfaction,Client Management,Procedures,Service Level Agreements,New Clients

Experience : years

Vacancy : 1