Client Intake Coordinator


Posted On: 09.07.2017
Department: Operations
Office: Boston, MA

The Client Intake Coordinator is a generalist position that supports the Client Intake/Conflicts team. This individual will be responsible for day-to-day administrative tasks and assisting with conflict reports for lateral candidates. This position will report to the Client Intake Manager.

Assist in the review and approval of new client intake submissions.

Request additional information from the inquirer when necessary.

Re-open and close clients and matters, as requested.

Process client/matter change requests.

Track engagement letters.

Transfer/reassign Intake request folders.

Respond to inquiries made by attorneys and assistants.

Assist with generating lateral candidate conflict reports, as requested.

Provide guidance to attorneys and assistants regarding conflicts and intake policies/procedures.

Assume additional responsibilities as requested.

Bachelor’s degree required.

0-2 years of administrative experience within a professional services or law firm environment.

Possess excellent written and verbal communication skills.

Strong organizational and administrative skills.

Excellent attention to detail and ability to execute through to completion.

Creative problem solving skills, reasoning ability and logical thought process.

Ability to work under pressure, prioritize competing demands and meet various deadlines.

Demonstrated ability to professionally interact and collaborate with colleagues at all levels.

Ability to work independently and as part of a team.

Outstanding sense of customer service.

Enthusiastic, proactive and positive attitude.

Ability to handle confidential matters with discretion.

Must be self-motivated to produce quality work.

High level of integrity and honesty.

Excellent computer skills, including proficiency in using Microsoft Word, Outlook, Excel and PowerPoint.

Ability to quickly get up to speed and master new applications and software is critical.

Flexibility to work overtime when necessary.