Intake Coordinator

Our client, a financial service provider, is seeking an Intake Coordinator

The Intake Coordinator is responsible for onboarding new clients into the company’s system. This role ensures a smooth, organized, and accurate setup process by collecting all required documentation, guiding clients through onboarding steps, and coordinating with internal teams to activate services efficiently.

• Serve as the primary point of contact for new clients during the onboarding phase.
• Gather required business documentation to set up new accounts.
• Guide clients through each step of the onboarding process, ensuring clarity and accuracy.
• Input client data into software and verify all information for completeness.
• Ensure all onboarding documents are collected in accordance with company standards.
• Confirm compliance with federal, state, and local requirements.
• Maintain organized digital client files for internal and audit purposes.
• Communicate onboarding progress and requirements to clients in a timely manner.
• Collaborate with internal specialists, customer service representatives, and account managers.
• Escalate complex issues to the appropriate department when needed.
• Review client data to prevent errors before service activation.
• Troubleshoot onboarding issues with professionalism and attention to detail.
• Ensure a seamless transition from onboarding to active processing.

• Experience in client onboarding, administrative support, and client coordination.
• Strong organizational and multitasking skills.
• Excellent communication skills, both verbal and written.
• High attention to detail and accuracy.
• Proficiency in Microsoft Office and ability to learn other software systems.
• Background working with small to mid-size businesses is a plus.

Location: Brooklyn NY
Salary: $80K

Compensation:
$80,000 per year