Posted Mar 04, 2026 217 views
Javaid & Associates, A Canadian Immigration and Investment Firm (Citizenship Caoital Group) is seeking a Junior Intake Officer to join our team. The ideal candidate demonstrates strong communication and interpersonal skills and excels in handling client intake processes, addressing client inquiries, and maintaining accurate documentation. This role is vital for establishing initial contact with clients, collecting essential data, and ensuring a smooth intake experience. The Junior Intake Officer works closely with clients to understand their needs, provide clear information, and support the ongoing intake workflow without managing a team. The candidate must be proficient in using client inquiry tracking systems, managing email communications efficiently, and utilizing Microsoft Office applications to document and organize information. Problem-solving skills are essential to resolve client issues effectively and to maintain a positive client experience. This position involves detailed data collection and keeping thorough records, contributing to the overall productivity and client service excellence of Javaid & Associates. Fresh graduates are encouraged to apply, no experience necessary.
Responsibilities
- Greet and assist clients promptly by gathering relevant information during the intake process to ensure accurate data collection and documentation.
- Manage and respond to client inquiries through multiple channels, including email and phone, providing clear and professional communication at all times.
- Utilize client inquiry tracking systems to document interactions, follow up on pending requests, and update client records regularly.
- Collect, verify, and maintain client information and documentation ensuring accuracy and confidentiality throughout the intake procedure.
- Coordinate with other departments as necessary to facilitate smooth client onboarding and resolve any intake-related challenges efficiently.
- Apply problem-solving skills to address client concerns or questions, escalating issues when appropriate to ensure timely resolution.
- Use Microsoft Office applications to create, organize, and maintain reports, forms, and correspondence related to intake activities.
- Maintain consistent and professional email communication with clients and internal teams to ensure clarity and follow-through on all intake-related matters.
- Support continuous improvement efforts by suggesting enhancements to intake procedures, communication methods, and data management.
- Adhere to company policies and legal regulations in handling client data and interactions to maintain high standards of confidentiality and compliance.
Skills
Javaid & Associates
p./p
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