Job Overview: We are seeking a proactive and detail-oriented Client Intake Coordinator who will primarily be responsible for following up on leads and assisting with the intake process for new clients. As the first point of contact, you will play a key role in nurturing leads, ensuring they are properly onboarded, and guiding them through the initial stages of their journey with us. This is a full-time position, based at our head office in Burlington.

Ideal for someone who thrives in a fast-paced environment and enjoys interacting with potential clients.

Key Responsibilities:

- Follow up with potential leads via phone, email, and other communication channels to engage them and assess their needs.
- Collect and verify necessary information from new clients, ensuring that the intake process is smooth and productive.
- Schedule consultations, meetings, or calls between leads and appropriate team members.
- Track the status of leads and provide regular updates to the team regarding their progress.
- Ensure all client details are accurately recorded in the system and kept confidential.
- Address client inquiries and follow up as needed to ensure they are well-informed and prepared to move forward.
- Coordinate with internal teams to ensure leads are successfully transitioned into the appropriate next steps.




- Provide exceptional customer service and maintain strong professional relationships with leads and clients.

Key Qualifications:

- Strong interpersonal skills with the ability to communicate effectively via phone and email.
- Excellent attention to detail and ability to manage lead information accurately.
- Ability to follow up persistently and professionally, ensuring leads are properly engaged.
- Comfortable working in a fast-paced, dynamic environment and managing multiple tasks simultaneously.
- Previous experience in sales, customer service, or client relationship management is a plus.

Attributes We Value
- Highly motivated and goal-oriented, with a focus on achieving results.
- Client-focused with a professional, friendly, and empathetic demeanor.
- Ability to work independently and as part of a collaborative team.
- Solid organizational and time-management skills.
- Comfortable working at our head office in Burlington.

If you're a self-starter who enjoys working with potential clients and guiding them through the intake process, we'd love to hear from you! Job Types: Full-time, Permanent

Pay: From $40,000.00 per year

Benefits

- Dental care
- Employee assistance program
- Extended health care
- On-site parking
- Paid time off
- Vision care

Education:
- Secondary School (required)

Language:
- English (required)

Work Location: In person

📌 Client Intake Coordinator (Burlington)
🏢 Stephen Durbin u0026 Associates
📍 Burlington