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The Intake Specialist initiates the intake process for clients seeking services by gathering, verifying, and recording client information in PEIRS and Salesforce. The role maintains accurate client records and data integrity, assesses client needs and urgency, and directs clients to designated staff. The specialist also provides information about available services, resources, and next steps; follows up to complete intakes or obtain missing information; and coordinates with internal staff to support service handoffs.
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Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED

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