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Intake Specialist (PERM)

Remote, MA 02111

Posted: 04/22/2022 Industry: Professional and Administration Job Number: 14297

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: Intake Specialist

Hiring Organization: Connexion Systems & Engineering

Compensation, Benefits, and Employment Type

  • Duration: Perm
  • Pay rate: $65k
  • Job Location: Boston, MA (Remote)

 

  • Job#: bh14297



Intake Specialist

 

The Intake & Conflicts Department has an immediate opening for an Intake Specialist in our Orange County, Boston, New York, Providence, Hartford, or Washington D.C. office. The position will report to the Conflicts & Risk Manager (Intake).

Responsibilities:
? Understand the intake and workflow process, review approvals/intake information for all new clients and matters. This includes tracking approvals and receipt of any applicable documentation required by the Firm. Complete all client/matter finalizations utilizing the Firm's databases.
? Review engagement letters and escalate issues where appropriate.
? Responsible for ensuring intake information for all new clients and that matters are correct in Firm’s financial systems.
? Assist in data integrity, including data management requests, opening and closing of client matters and files.
? Perform daily maintenance of the Firm’s client and matter information in the Firm’s matter management system.
? Monitor the conflicts inbox for intake requests and handle requests as appropriate.
? Actively communicate with other members of the conflicts team regarding outstanding intake matters, provide updates to the billing department, LEAs (Legal Executive Assistants), and attorneys as required.
? Other related tasks as so required.

Qualifications:
? Bachelor's degree is required.
? 2 to 3 years of conflicts and/or intake experience are required.
? Strong customer service and interpersonal skills.
? Excellent written and oral communication skills.
? Attention to detail, ability to prioritize assignments, and move quickly from one assignment to another.
? Ability to work extended hours on a short-term and limited basis to accommodate short-term activity spikes and urgent requests.
? Ability to exercise sound judgment and discretion in handling confidential information.
? Team player

Please use the apply button to submit your resume for consideration. A Connexion Representative will contact you immediately.

 

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If you are active in a job search but this job is not for you, please reach out to jobpostings@csetalent.com. We would be glad to help you find the perfect job!

 

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