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.