Client Intake Specialist

Overview

The organization is seeking a Client Intake Specialist to support client onboarding and conflicts review functions that are essential to delivering timely and accurate service across the firm.

This role is eligible for remote work in: Charleston, WV; Cincinnati, OH; Columbus, OH; Dallas, TX; Florence, KY; Houston, TX; Indianapolis, IN; Lexington, KY; Louisville, KY; Nashville, TN; Pittsburgh, PA; or West Chester, OH.

Responsibilities

• Review, analyze, and process electronic client intake forms.
• Communicate with Conflicts Attorneys, the Client Intake Manager, Conflicts Counsel, attorneys, and legal practice assistants regarding information from 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, along with 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 use intuition and experience to analyze data.
• Strong customer service skills, including responding promptly and professionally to requests from employees at all levels, including in challenging situations.
• Ability to produce clear and concise written communications, including conflicts report summaries and email correspondence.
• Strong attention to detail, with accurate and efficient data entry skills.
• Ability to follow instructions provided in various formats and apply sound judgment in resolving routine problems with multiple variables.
• Ability to deliver exceptional client service, demonstrate flexibility, adapt to changes, and work effectively in a team-oriented environment.

Compensation & Benefits

The organization offers a competitive salary and a comprehensive benefits package, including:

• 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
• A 401(k) retirement plan with employer matching and profit-sharing

Benefit offerings and eligibility vary by location and are subject to applicable plan terms and legal requirements.

Eligibility to Work

In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.

Applicants must be authorized to work in the United States without current or future employer sponsorship. The organization does not provide visa sponsorship for this position.