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.

Responsibilities:

• 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 f...