Client Intake Coordinator

About the role

The Client Intake Coordinator position is a hybrid role based in our New York office. This position performs the initial screening and analysis of new client and new matter requests, ensuring they are complete, accurate, and compliant with internal and client guidelines.

Responsibilities

• Screens new client/new matter requests for missing and inaccurate information, additional client requirements, and compliance with Firm's requirements for new clients and matters.
• Communicates directly with partners and partner secretaries to obtain missing information, clarification of existing information, and other required data prior to opening new client or matter.
• Provides guidance and assistance to partners regarding the most appropriate course of action with respect to new clients and new matters.
• Provides relevant knowledge and support to others in the Firm in a manner that increases the level of understanding of Client Accounting processes, building strong relationships with partners and executive assistants.
• Responds to inquiries and requests made by attorneys, executive assistants, paralegals and staff.
• Offers solutions across a range of situations, escalating evolving issues to the supervisor in a timely manner to ensure appropriate follow-up.
• Collaborates with members of the Client Intake team to ensure that clients and matters are set up correctly in Aderant.
• Collaborates with and assists the Client Intake team to ensure day-to-day requests are completed in a timely and efficient manner.
• Actively seeks to enhance knowledge of all Client Accounting procedures and processes.
• Updates and maintains information for client/matter policies and procedures.
• Utilizes effective interpersonal, written and verbal communication skills to facilitate effective work relationships with others.

Qualifications

• Knowledge of relevant Firm computer software programs (e.g., Outlook, Excel), with the ability to learn new software and operating systems.
• Strong knowledge of all aspects of client/matter intake process.
• Demonstrates effective interpersonal and communication skills, both verbally and in writing.
• Demonstrates close attention to detail.
• Ability to work and develop skills independently.
• Ability to meet deadlines.
• Ability to handle multiple projects and shifting priorities.
• Ability to handle sensitive matters and maintain confidentiality.
• Ability to organize and prioritize work.
• Ability to work well in a demanding and fast-paced environment.
• Ability to work well independently as well as effectively within a team.
• Flexibility to adjust hours and work the hours necessary to meet operating and business needs.

Benefits

The benefits package includes competitive salaries and year-end discretionary bonuses, comprehensive health care (medical, dental, vision), savings plan/401(k) and voluntary benefits, generous paid time off, paid leave options, including parental, in-classroom, remote, and on-demand learning and professional development opportunities, robust well-being classes and programs, and opportunities to give back and make an impact in local communities.

Pay

The starting base salary for this position is expected to be within the range of $85,000 - $95,000. Actual salary will be determined based on skills, experience (to the extent relevant) and other job-related factors, consistent with applicable law.

Schedule

This position is a hybrid role, combining both in-office and remote work arrangements.