Client Intake Specialist
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Job Description
Client Intake Specialist supporting client onboarding and conflicts review for a national middle-market law firm. Processing intake forms, conducting database searches, and maintaining accurate client and matter data.
Responsibilities:
- Review, analyze, and process electronic client intake forms
- Communicate with Conflicts Attorneys, Client Intake Manager, Conflicts Counsel, attorneys, and legal practice assistants regarding client intake forms and conflicts search reports
- Conduct conflicts searches using the firm’s database systems
- Review and process information gathered from conflict searches and generate corresponding reports
- Prepare clear and concise summaries of conflict search results
- Identify and report performance issues with client intake and conflicts software
- Collaborate with the billing team to maintain accurate and up-to-date client and matter data, including contact information, billing attorney assignments, and originating credit
Requirements:
- Bachelor’s Degree required
- Proficiency in Microsoft Office applications, including Word and Outlook
- Experience working with databases
- Ability to develop and execute search strategies to obtain accurate results from electronic databases
- Ability to synthesize complex or diverse information, collect and research data, and analyze data using intuition and experience
- Strong customer service skills
- Ability to produce clear and concise written communications, including conflicts report summaries and email correspondence
- Strong attention to detail
- Accurate and efficient data entry skills
- Ability to follow instructions provided in various formats
- Ability to apply sound judgment in resolving routine problems with multiple variables
- Ability to deliver exceptional client service, demonstrate flexibility, adapt to changes, and work in a team-oriented environment
- Must be authorized to work in the United States without current or future employer sponsorship
- FBT Gibbons does not provide visa sponsorship for this position
Benefits:
- Health care coverage (medical, dental, and vision)
- Life insurance
- Short- and long-term disability
- Paid parental leave
- Employee wellbeing and EAP programs
- Paid time off
- 401(k) retirement plan with employer matching and profit-sharing
- Competitive salary
- Remote work eligibility from listed locations
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