Client Intake Support

Rebuilding Together Tampa Bay•Fort Myers, FL

1d•Hybrid

About The Position

The Client Intake Support provides essential administrative and operational support to the Intake and Client Relations function. This role plays a key part in ensuring client applications are processed efficiently, records are maintained accurately, and clients receive timely, compassionate communication throughout the intake and service process. The ideal candidate is detail-oriented, organized, and service-driven, with a strong commitment to supporting homeowners and communities in need.

Requirements

High school diploma or equivalent required; some college coursework preferred
Prior experience in administrative support, intake coordination, or customer service preferred
Strong interpersonal, communication, and customer service skills
Excellent attention to detail and organizational abilities
Ability to manage multiple tasks and meet deadlines in a fast-paced environment
Proficiency in Microsoft Office (Word, Excel, Outlook); Salesforce experience a plus
Ability to work independently while also contributing as part of a collaborative team
Flexibility to occasionally support evening or weekend activities as needed

Nice To Haves

Bilingual (English/Spanish) preferred but not required

Responsibilities

Assist with reviewing, organizing, and tracking client applications and supporting documentation
Support scheduling of phone assessments, site visits, and client meetings
Follow up with clients to obtain outstanding documents and provide status updates
Maintain accurate and up-to-date client records in Salesforce and other tracking systems
Respond to incoming phone calls and emails professionally and with empathy
Assist with preparation of materials and logistics for outreach, intake events, and volunteer activities
Perform general administrative duties including scanning, data entry, and electronic filing
Collaborate with program, intake, and operations staff to ensure smooth client intake workflows
Ensure all client information is handled confidentially and documented accurately
Support additional intake- and client-related tasks as assigned