Client Intake Assistant
Current• Review client file change forms (e.g., credit changes, conflict information changes, requests to re-open files and matter title changes) to ensure information provided is completed accurately in accordance with established procedures• Monitor and perform conflict of interest requests utilizing company databases/software• Respond to telephone calls in a professional, knowledgeable manner. Assist callers with general Client Intake inquiries. Escalate calls to Client Intake Analyst or other department personnel as necessary • Follow-up with designated committee members and legal staff to obtain appropriate approvals as needed • Provide back-up assistance for monitoring the conflicts check request e-mail box. Respond to incoming e-mail requests in a timely manner • Perform preliminary conflict of interest checks for all seven offices utilizing company databases/software• Exhibit the ability to prioritize assignments in order to ensure all daily assignments are completed with accuracy.
