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Client Relation Intake Coordinator

Meals On Wheels of Norman
Norman, OK Full Time
POSTED ON 3/26/2026
AVAILABLE BEFORE 5/23/2026

Overview
We are seeking a dynamic and detail-oriented Client Relation Intake Coordinator to join our team! In this pivotal role, you will be the first point of contact for new clients, ensuring a smooth and welcoming onboarding experience. Your energetic approach and excellent communication skills will help build strong relationships, gather essential client information, and set the stage for successful collaborations. If you thrive in a fast-paced environment, enjoy engaging with diverse people, and possess a passion for delivering outstanding customer service, this opportunity is perfect for you!

Duties

  • Serve as the initial contact point for prospective clients via phone, email, and online inquiries, demonstrating exceptional phone etiquette and communication skills
  • Conduct outbound calling to follow up with potential clients and schedule intake appointments
  • Gather and accurately input client data into our systems using Microsoft Office tools and specialized databases including accounts receivable/payable items
  • Assist clients by providing clear information about services, processes, and next steps in their onboarding journey
  • Maintain organized records of client interactions, ensuring data entry is precise and up-to-date
  • Support ongoing client support efforts by addressing questions promptly and professionally
  • Collaborate with team members to streamline intake procedures and improve overall client experience

Qualifications

  • Proven experience in customer support, or client services
  • Strong data entry skills with attention to detail; proficiency in Microsoft Office applications required
  • Excellent communication skills with the ability to handle outbound calling confidently
  • Demonstrated knowledge of customer service best practices and call etiquette
  • Ability to multitask effectively while maintaining professionalism under pressure
  • Familiarity with analysis skills to interpret client information and support decision-making processes

Join us as a Client Relation Intake Coordinator and become an essential part of a vibrant team dedicated to creating positive first impressions! Your enthusiasm, combined with your technical skills and commitment to excellence, will help us deliver outstanding service that makes every client feel valued from the very first interaction.

Pay: $15.50 - $16.00 per hour

Benefits:

  • On-the-job training

Work Location: In person

Salary : $16 - $16

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