Demo

Intake Specialist

Equus
Charlotte, NC Full Time
POSTED ON 2/7/2025
AVAILABLE BEFORE 5/4/2025

Company Description

We help job seekers and career changers prepare for and advance in careers with a focus on sustainable, high-growth, high-demand industries. Our committed and well-trained workforce professionals deliver comprehensive workforce solutions at integrated career centers, sector-focused centers and community, and partner sites.

Job Description

Client Intake Process

  • Gather and record accurate client / customer information (personal, financial, medical, or other relevant data).
  • Conduct initial screenings and assessments to determine eligibility for services.

Documentation and Record Management

  • Maintain detailed and organized records in accordance with company policies and regulations.
  • Enter data into appropriate systems with a high level of accuracy.
  • Communication and Coordination

  • Serve as a liaison between clients and service providers, ensuring seamless transitions.
  • Respond to inquiries via phone, email, or in person professionally and promptly.
  • Compliance and Confidentiality

  • Adhere to all legal and organizational standards, including data privacy laws.
  • Stay updated on policies and regulations affecting intake processes.
  • Administrative Support

  • Assist in scheduling appointments, managing calendars, and coordinating follow-ups.
  • Provide general office support as needed.
  • Qualifications

  • High School Diploma, GED, or higher education in related fields.
  • 1-2 years' experience in a similar role preferred
  • Excellent communication and interpersonal skills.
  • Proficiency in data entry and management systems.
  • Strong organizational and multitasking abilities.
  • Empathy and professionalism when dealing with clients.
  • Self-motivated and flexible team player
  • Additional Information

    In-person work office environment with flexibility in work schedule based for events that may fall outside of typical work hours.

    Equus Workforce Solutions is a leading provider of workforce development services in North America. With a dedicated and passionate team, Equus puts the industry's best practices to work by focusing on the development, design, and delivery of demand-driven workforce solutions.

    When you join Equus, you can expect extensive learning opportunities and networking programs. But most of all you can expect to make a lasting impact on the lives of others.

    At Equus we are strengthened by diversity. We are committed to providing a work environment in which everyone is included, treated fairly and with respect. Equus Workforce Solutions is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, gender, age, pregnancy, sexual orientation, gender identity, ancestry, religion, national origin, veteran status, physical or mental disability, or reprisal or any other characteristic protected under state, federal, or local law.

    If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
    Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

    What is the career path for a Intake Specialist?

    Sign up to receive alerts about other jobs on the Intake Specialist career path by checking the boxes next to the positions that interest you.
    Income Estimation: 
    $55,611 - $73,900
    Income Estimation: 
    $65,218 - $79,682
    Income Estimation: 
    $55,611 - $73,900
    Income Estimation: 
    $65,218 - $79,682
    Income Estimation: 
    $65,218 - $79,682
    Income Estimation: 
    $79,078 - $104,694
    Income Estimation: 
    $36,885 - $46,221
    Income Estimation: 
    $79,078 - $104,694
    View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

    Job openings at Equus

    Equus
    Hired Organization Address Lincolnton, NC Full Time
    Company Description We help job seekers and career changers prepare for and advance in careers with a focus on sustainab...
    Equus
    Hired Organization Address Dallas, TX Full Time
    Company Description Creating Opportunities. Changing Lives. Equus Workforce Solutions® is the most comprehensive provide...
    Equus
    Hired Organization Address Riverton, WY Full Time
    What We Offer When you join Equus, you can expect extensive learning opportunities and networking programs. But most of ...
    Equus
    Hired Organization Address Riverton, WY Full Time
    Our Commitment to Inclusion At Equus, we are strengthened by diversity. We are committed to providing a work environment...

    Not the job you're looking for? Here are some other Intake Specialist jobs in the Charlotte, NC area that may be a better fit.

    Intake Specialist

    DeMayo Law Offices, LLP, Charlotte, NC

    Legal intake Specialist

    Smart Systematic Recruiting, Charlotte, NC

    AI Assistant is available now!

    Feel free to start your new journey!