Top 169 Intake representative Jobs in Santa Ana, Ca

Call Center Representative I
TaxRise —Irvine, CA
- $22 - $23 an hour
- Overtime
- Background check
- Financial services
- In-person
- Paid training
- Health insurance
Quick Apply
14d
ICMS Case Manager
LINC HOUSING CORPORATION —Long Beach, CA
- $23.69 - $27.87 an hour
- Weekends as needed
- Microsoft Word
- Background check
- Writing skills
- Disability insurance
- Health insurance
Quick Apply
Intake Coordinator - Full-Time
Oso Home Care —Irvine, CA
- $26 - $33 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Medical office experience
Quick Apply
Member Liaison Specialist (Customer Service)
CalOptima —Orange, CA
- Weekends as needed
- Background check
- Spanish
- Microsoft Outlook
- Tuition reimbursement
- Paid time off
8d
Representative III, Volunteer Recruitment
American Red Cross —Santa Ana, CA
- $70,304 - $77,000 a year
- Full-time
- Microsoft Outlook
- Sales
- 5 years
- Paid holidays
- Disability insurance
Remote-Customer Success Lead
Alignment Healthcare USA, LLC —Orange, CA
- $44,790 - $67,185 a year
- Online Application
- Remote
- Spanish
- HIPAA
- English
Quick Apply
4h
Service Delivery Representative II
SchoolsFirst FCU —Tustin, CA
- $22.33 - $32.38 an hour
- Part-time
- Research
- Mid-level
- High school diploma or GED
Community Support Case Manager I, II, III
Lutheran Social Services of Southern California —Santa Ana, CA
- $25 - $28 an hour
- Word processing
- Computer literacy
- Writing skills
Quick Apply
Patient Representative
Riverside Medical Clinic —Eastvale, CA
- $23.00 - $33.18 an hour
- Full-time
- Writing skills
- High school diploma or GED
- Clinic
14d
Service Delivery Representative III
SchoolsFirst FCU —Tustin, CA
- $24.56 - $35.62 an hour
- Part-time
- Research
- Mid-level
- Office
Accounts Payable Rep
Memorial Health Services —Fountain Valley, CA
- $22.00 - $28.64 an hour
- Full-time
- ERP systems
- Office
- Administrative experience
- Health insurance
Part Time Receptionist
HELPLINE YOUTH COUNSELING —Long Beach, CA
- $23.10 an hour
- Part-time
- Microsoft Office
- Entry level
Quick Apply
7d
Patient Care Coordinator
AMEN CLINICS, INC., A MEDICAL CORPORATION —Costa Mesa, CA
- $21 - $25 an hour
- Full-time
- Computer literacy
- HIPAA
- Mid-level
Quick Apply
Client Concierge - (Intake)
Sweet James LLP —Newport Beach, CA
- $23 - $28 an hour
- Spanish
- Ability to sit for extended periods
- Communication skills
- Paid holidays
- Health insurance
Quick Apply
Pharmacy Intake Coordinator
Specialty Care Rx —Orange, CA
- $24 - $30 an hour
- Full-time
- English
- Mid-level
- High school diploma or GED
Quick Apply
Rapid Re-Housing Case Manager
HELPLINE YOUTH COUNSELING —Long Beach, CA
- $27.56 an hour
- Weekends as needed
- HIPAA
- Mid-level
- High school diploma or GED
Quick Apply
Domestic Violence Counselor
HELPLINE YOUTH COUNSELING —Whittier, CA
- $29.50 an hour
- Full-time
- Background check
- Spanish
- Clean driving record
Quick Apply
Pharmacy Intake Coordinator
BMR Partners —Orange, CA
- $24 - $30 an hour
- Full-time
- English
- Mid-level
- High school diploma or GED
- Health insurance
- Dental insurance
Quick Apply
Temporary Admissions Clinician
Phoenix House Orange County, Inc. —Santa Ana, CA
- $72,000 a year
- Temporary
- LMFT
- Spanish
- Current TB test
Quick Apply
2d
Client Support Representative - Legal
Mister Wolf, P.C —Santa Ana, CA
- $20 - $25 an hour
- Full-time
- Spanish
- English
- US work authorization
Quick Apply

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Call Center Representative I

TaxRise -
Irvine, CA

Quick Apply

Job Details

Full-time
$22 - $23 an hour
14 days ago

Benefits

Paid training
401(k) 3% Match
Health insurance
On-site gym
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching

Qualifications

Customer communication
Incident Escalation
Managing clients in a customer support role
Client database systems
Records management
Customer support ticket management
Documentation Handling
Escalation handling
Client interaction via phone calls

Full Job Description

WHY JOIN TAXRISE?

At TaxRise, we don't just provide tax relief services; we provide hope, stability, and solutions to individuals and families facing financial uncertainty. Our team is passionate about reshaping the tax resolution industry through innovation, empathy, and unwavering commitment to our clients.

Join us and make a tangible difference in people's lives while growing your career with a team that values your contributions.

ABOUT THE ROLE

At TaxRise, we help individuals and families navigate some of the most stressful financial moments of their lives. As a Call Center Representative I, you will be one of the first points of contact for newly enrolled clients, helping them understand what to expect, access their client portal, and complete the initial steps needed to move their case forward.

This role is ideal for someone who enjoys helping people, communicates clearly, and thrives in a structured, fast-paced call center environment.

This position is 100% onsite in Irvine, CA.

HOW YOU'LL BE REWARDED

Base Pay: $22.00–$23.00 per hour

Average Monthly Bonus: $700 – $1,300

Top performers earn the equivalent of $26.00 – $30.00 per hour

Full-time | 40 hours per week. Occasional overtime may be required based on business needs.

WHAT YOU'LL DO

Welcome and Onboard New Clients

Conduct welcome calls with newly enrolled clients.
Introduce clients to TaxRise, explain the onboarding process, and set clear expectations for the next steps in their case.
Confirm clients understand the overall tax resolution journey and the importance of completing required onboarding tasks.
Provide a professional, supportive, and reassuring experience during each client interaction.

Support Client Portal Registration

Assist clients with registering, logging into, and navigating the TaxRise client portal.
Follow up with clients who have not completed virtual onboarding or accessed their portal.
Troubleshoot basic portal access issues and escalate technical concerns when appropriate.
Encourage clients to use the portal to securely submit documents and communicate with their assigned team.

Collect Initial Client Information

Gather required tax filing, financial, and intake information from clients.
Explain which documents and information are needed to begin the tax preparation and resolution process.
Review submitted information for completeness and identify missing items.
Follow up with clients regarding incomplete, unclear, or outstanding information.

Coordinate Case Progress

Partner with Tax Preparation Administrators, Case Managers, and other internal teams to ensure required onboarding information has been collected.
Confirm that cases are prepared to move to the next stage of the client journey.
Escalate client concerns or delays that require additional assistance from leadership or another department.
Maintain timely follow-up on open onboarding tasks and client communications.

Maintain Accurate Case Records

Document all calls, emails, text messages, and client interactions accurately in the CRM.
Update case statuses, communication tickets, and onboarding milestones according to company procedures.
Ensure client information and documentation are properly uploaded, organized, and routed to the appropriate team.
Use approved communication templates while personalizing outreach based on each client's needs.

WHAT YOU'LL NEED TO HAVE

1–2 years of experience in customer service, client support, onboarding, or a call center environment.
Comfortable making and receiving a high volume of client calls.
Strong verbal and written communication skills.
Ability to explain processes and instructions clearly to clients.
Patient, empathetic, and confident when assisting clients who may be stressed or confused.
Organized, detail-oriented, and able to manage multiple follow-ups simultaneously.
Experience documenting interactions in a CRM, ticketing system, or client management platform.
Ability to follow established processes while recognizing when an issue should be escalated.
Dependable and comfortable working in a structured, performance-driven environment.

Experience in tax services, document processing, loan processing, financial services, or client onboarding is a plus but not required. Training will be provided.

WHAT WE OFFER

We believe in taking care of our team so they can take care of our clients. Here's what you can expect as part of the TaxRise family:

Medical, Dental, and Vision Insurance (starting after 60 days)
Paid Time Off
401(k) retirement plan with company match
Professional Development Program to support your growth
Access to our on-site gym and gaming lounge
Catered team lunches every Friday
Fun and energizing quarterly company outings

ABOUT US

At TaxRise, our mission is simple yet impactful: to revolutionize the way taxpayers navigate their tax challenges. We believe in the power of lifting others up, and that's the driving force behind everything we do.

When you join us, you're not just becoming part of a company; you're joining a movement. We're a team that thrives on celebrating successes and making a genuine impact on people's lives.

We're proud to be the fastest-growing company in our industry, and we're on the lookout for exceptional individuals to help us continue our journey of transformation.

If you're ready to bring your unique talents and innovative spirit to a company where your work truly matters, TaxRise is the place to be. Join us and be part of a team that's reshaping the future of tax resolution.

OUR COMMITMENT

At TaxRise, we're proud to be an equal opportunity employer. We know that a world-class culture stems from the diversity and talent of our team. We provide equal employment opportunities (EEO) to all without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable law.

TaxRise is also committed to ensuring equal opportunity in employment for qualified persons with disabilities. If you require any reasonable accommodation throughout the recruiting process, please let your recruiter know.

California Applicants: Please review our Notice at Collection and California Privacy Policy before submitting your application by clicking here.

Pay: $22.00 - $23.00 per hour

Expected hours: No less than 40 per week

Benefits:

401(k)
401(k) 3% Match
401(k) matching
Dental insurance
Health insurance
Paid time off
Paid training
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

intake representative jobs in santa ana, ca

Call Center Representative I

ICMS Case Manager

Intake Coordinator - Full-Time

Member Liaison Specialist (Customer Service)

Representative III, Volunteer Recruitment

Remote-Customer Success Lead

Service Delivery Representative II

Community Support Case Manager I, II, III

Patient Representative

Service Delivery Representative III

Accounts Payable Rep

Part Time Receptionist

Patient Care Coordinator

Client Concierge - (Intake)

Pharmacy Intake Coordinator

Rapid Re-Housing Case Manager

Domestic Violence Counselor

Pharmacy Intake Coordinator

Temporary Admissions Clinician

Client Support Representative - Legal

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