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Client Care Assistant

New York State, USA

Florida, USA

Job Type



Pay Rate

Part Time, Contract


About Our Practice

About the Role

We are seeking a detail-oriented, motivated individual to serve as our Client Care Assistant. This person will handle intake calls, manage client paperwork, provide key metrics, and help improve our intake process. The successful candidate will also be involved in our social media marketing efforts and will be expected to maintain strong relationships with our referral network.


  • Manage intake calls: respond to phone and email inquiries, schedule intake appointments with appropriate therapists, answer practice-related questions.

  • Check insurance benefits for new and established clients.

  • Manage intake paperwork collection and ensure EHR files are accurate.

  • Provide metrics to the Practice Operations/Administrative Manager on intake stats.

  • Identify areas of improvement in the client intake process and initiate measures to improve.

  • Frequently review and manage referral sources.

  • Assign prospective clients to therapists based on best fit.

  • Build and maintain relationships with our referral network.

  • Perform market analysis and research on the latest trends, as well as competitor marketing and digital content.

  • Attend mandatory staff meetings and training as directed.

  • Maintain high levels of organization and attention to detail; ability to prioritize various projects independently.

  • Exhibit a passion for working collaboratively and helping team members grow and learn.

  • Provide and receive feedback to and from administrative team members.

  • Proactively solve problems and anticipate challenges to mitigate impact on client outcomes.

  • Set goals and develop achievable timelines.

  • Perform other duties as assigned.

Qualifications & Skills

  • Current enrollment in an undergraduate or graduate program for psychology,  communications, or in a similar field.

  • Proven experience in a client-facing or customer service role.

  • Strong knowledge of social media platforms and current trends.

  • Excellent communication and interpersonal skills.

  • Strong organizational skills and high attention to detail.

  • Ability to multitask, prioritize, and manage time effectively.

  • Self-motivated with the ability to work independently and as part of a team.

  • Strong office software such as MS Office, Google Suite, etc.

  • Bonus: Familiarity with CRM platforms

Additional Information

This position perfect for you if you’re:

  • Aligned with Realize You Therapy mission, vision, and values.

  • Energized by helping others in a team and contributing to the growth of Realize You Therapy.

  • Social justice oriented and trauma informed.

  • Creative, engaged in doing good work, and excited by furthering our mission to making wellness a down-to-earth practice.

  • Able to take direct and constructive feedback and run with it.

  • Interestred in opportunities for career growth

  • Hoping for a flexible schedule

  • Wanting to gain mental health experience

At Realize You Therapy, we believe in creating the best atmosphere for our clients and employees and giving back to our community. Our mission is to help members of our communities reconnect with the things that are truly important and thrive, both in their own lives and in their relationships. We strive to make wellness a down to earth practice. Our vision is to eliminate mental health stigma by creating awareness of, appreciation for, and acceptance of mental health self-care.  We value working collaboratively and helping improve the health and wellness of our communities.

Our Values: Realize You Therapy lives by values that guide who we are as a team and how we present to our communities. We hire staff who bring these values to life.

Creating strong relationships: Building strong, meaningful relationships is a basic need for all of us. We value building relationships within our community and helping our clients do the same. It’s also a hallmark of our business to promote strong, lasting bonds within our team and to work collaboratively both in the office and out in the community.

Serving the community: Part of our mission is to contribute to promoting wellness within the community through offering services to marginalized communities who otherwise would not have access to mental health services.

Invest in quality: We’re committed to providing the best atmosphere for our clients and our team. We promote continued education for our clinicians through quarterly trainings in evidence-based practices so clients can feel safe knowing their therapist is always growing in their skill.

Promoting inclusion: We promote hiring clinicians of varying backgrounds, beliefs, and specialties to better serve the diverse and unique experience of our clients. It’s also important that our practice promotes a foundation of diversity, equity, and inclusivity in its culture and practice.

For consideration, please email cover letter and resume to

Realize You Therapy is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees regardless of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or other non-merit factor
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