Choice Specialists · 1 week ago
Client Intake & Conflicts Specialist
Dallas, TX
Full-time
Onsite
Mid Level
$75K/yr - $80K/yr
3+ years expChoice Specialists is seeking a Client Intake & Conflicts Specialist to support the Conflicts and New Business Intake Manager. The role involves performing conflict searches, maintaining client information, and ensuring confidentiality while assisting attorneys and staff.
EmploymentHuman ResourcesRecruitingStaffing Agency
Hiring Manager
Regan Jackson
Responsibilities
Performs conflict of interest searches for New Business Intake requests and potential lateral hire candidates
Analyzes search results and provides feedback to attorneys
Communicates in a professional manner with all clients and provides courteous and accurate client and interoffice support
Assists in all aspects of the Conflicts department operations, inclusive of administrative tasks to maintain the integrity of the Firm’s Conflicts database
Accurately sets up and maintains current contact and billing information for clients and matters
Creates and maintains matter numbers for Personal, Business Development and Shareholder Business Expense Accounts and Administrative Workspaces
Communicates with Records Department regarding matter closures, transfers and destruction
Routinely closes matters according to e-billing alert notifications and Inactive status alerts
Responds to all inquiries made by secretaries and attorneys relating to intake and conflicts
Ensures strict confidentiality at all times
Assists with special projects as needed
Qualification
Required
Experience with Elite 3E, Intapp Open (or equivalent conflict database / accounting software)
3 - 5 years “hands-on” processing of new business and/or conflicts of interest
Possesses a cooperative spirit; participates and collaborates in a team-based environment
Ability to effectively interact and communicate with attorneys, secretaries and clients
Demonstrates proficiency with MS Office (Outlook, Excel and Word)
Ability to multi-task, prioritize, organize work flow and use time efficiently
Ability to show strong attention to detail
Ability to perform at high levels in a fast paced ever-changing work environment and successfully adapt to changing priorities and work demands
Ability to think proactively, anticipate work needs, follow through with minimum direction, and follow up on own initiative
Preferred
Bachelor's degree or equivalent combination of education and experience
Company
Choice Specialists
Choice Specialists is a staffing agency specializing in recruitment, hiring, and placement solutions.
1001-5000 employees
Funding
Current Stage
Late StageCompany data provided by crunchbase