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Client Intake Manager (PERM)

Hybrid, MA

Posted: 12/07/2022 Industry: Y -OTHER Job Number: 15113

Job Description

Connexion’s mission is to provide "best in class" services to job seekers. We strive to achieve excellence in job placement, staffing, and recruiting services while treating candidates with the professionalism and respect they deserve.

Title: Client Intake Manager
 Hiring Organization: Connexion Systems & Engineering
  • Duration: Perm
  • Pay rate: $120-160K
  • Job Location: Hybrid ( Boston, MA; New York, NY; Washington, D.C.)
  • Job# 15113


Job Description:

The Client Intake Department is principally responsible for responding to requests for conflict checks associated with prospective new clients, new matters, potential lateral attorneys and support staff candidates, and other related matters.  The Department is also responsible for maintaining accurate records regarding the above matters and monitoring compliance with related best practices and policies throughout the lifecycle of each such matter.  

 
The Client Intake Manager will be responsible for supervising the day-to-day operations of the Department.  The Client Intake Manager ensures all such requests submitted to the Department are responded to promptly and within stated time frames by Department staff, provides direct supervision to Department staff in the fulfilment of these requests, and monitors compliance with all firm policies, procedures, and best practices.  
 

The Client Intake Manager will report directly to the Senior Manager Client Intake. 

Responsibilities:

Manage and oversee day-to-day operations of the Firm’s Client Intake Department.

  • Develop, manage and lead a growing team of direct reports.

  • Supervise the review of requests submitted to the Department to ensure information provided is accurate, complete, and compliant with Firm policies and best practices.

  • Supervise the Department’s processing of submitted requests to ensure compliance with Firm policies, best practices, and the Department’s own expectations.

  • Supervise the Department’s processing of conflict checks related to potential lateral attorneys and support staff candidates.
 
  • Conduct conflicts-related training of lateral attorneys.

  • Create and maintain information walls and screens.

  • Supervise conflict and intake records creation and maintenance and manage related data flow and systems.

  • Resolve records, data flow, and systems issues as they arise.

  • Supervise the testing and implementation of new systems, as needed.

  • Participate in the training and professional development of Department staff.

  • Manage the team’s PTO requests, performance reviews, distribution of work, and staffing levels.

  • Assist in the development of forward-looking intake policies and procedures, including by staying current with industry trends and evolving best practices, and coordinating and conducting training of attorneys and assistants regarding the same.

  • Implement improvements to reporting, clearance, data collection, and maintenance processes for both laterals and new business intake; collect, analyze, and report information from the conflicts team to assist in developing best practices and procedures. 

  • Work closely with partners to identify and effectively process to conclusion potential conflict and intake issues and certain limited professional responsibility matters, as requested.

  • Handle special projects, as requested.

  • This role requires 60% in office presence; remote work is permissible 40% of the time.
 


Qualifications:

  • B.A./B.S. required.

  • J.D. not required, but beneficial.

  • 5+ years of experience working in the conflicts department of a law firm or professional services firm (or equivalent experience) is preferred.

  • 2+ years of managing staff is required. 

  • Familiarity with ethics rules governing legal conflict issues required, including with respect to lateral attorney and professional staff candidates. 

  • Demonstrated leadership ability in a fast-paced, professional services environment, including heightened awareness to time-sensitivity and of opportunities to add value.

  • Excellent interpersonal, management, motivational, and team building skills, including a personal commitment to the professional development of others.

  • Outstanding sense of customer service, with demonstrated ability to instill this in others.

  • Ability to collaborate and gain the respect, trust, and confidence of the Firm’s attorneys and professional staff.

  • Possess a “hands-on” tactical approach.

  • Facility analyzing, working with and presenting data.

  • Strong analytical abilities, resourcefulness, and attention to detail.

  • Ability to work independently and as part of a team with a proactive and positive style that fosters collaborative working relationships.

  • Exceptional written and verbal communications skills, including an aptitude for educating and informing others regarding Firm policies and best practices.

  • High standards of excellence, integrity, and enthusiasm.

  • Strong sense of urgency.

  • Demonstrated decision-making, planning, project management, and organizational skills, including the ability to manage multiple, diverse projects concurrently.

  • Experience with implementing new conflicts-related systems, including the testing of the technology and training of others on the same.

  • Deep personal commitment to integrity, excellent judgment, and the highest standards of ethics.

  • Must display the highest level of diplomacy, tact and discretion, with comfort in handling and maintaining confidential information.

  • 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.
 
  • Legal practice experience preferred.
Please use the apply button to submit your resume for consideration. A Connexion Representative will contact you immediately.
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