Job Description

We are seeking a detail-oriented and efficient Intake Specialist to join our team in Milwaukee, United States. As an Intake Specialist, you will play a crucial role in managing the initial contact and information gathering process for our organization. This position requires a professional and supportive individual who can effectively handle client interactions while maintaining accurate records.

• Conduct initial interviews with clients to gather essential information and assess their needs
• Enter and maintain accurate client data in our database systems
• Perform preliminary eligibility screenings for various programs or services
• Coordinate with other departments to ensure smooth client processing
• Provide excellent customer service and support to clients throughout the intake process
• Maintain confidentiality and adhere to all relevant policies and procedures
• Prepare and organize intake documentation for further processing
• Assist in identifying and resolving any issues or discrepancies in client information
• Collaborate with team members to improve intake processes and efficiency

Qualifications

• Strong verbal and written communication skills
• Proficiency in data entry and attention to detail
• Excellent time management and organizational abilities
• Customer service orientation with a supportive and empathetic approach
• Proficient in Microsoft Office Suite (Word, Excel, Outlook)
• Knowledge of intake procedures and documentation best practices
• 1-3 years of experience in intake, customer service, or related field
• Bachelor's degree in social work, psychology, or related field preferred (not mandatory)
• Familiarity with social services, healthcare, or legal intake processes is a plus
• Ability to work efficiently in a fast-paced environment
• Strong problem-solving skills and ability to work independently
• Bilingual skills may be beneficial (Spanish/English)

Additional Information

All your information will be kept confidential according to EEO guidelines.

This is a part-time position

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.