Client Intake Coordinator

JOB TITLE : Client Intake Coordinator

STATUS : Non-Exempt

LOCATION : Lexington

SUMMARY : Under general supervision and according to established policies and procedures of the General Counsel or their designee, the Client Intake Coordinator (CIC) will perform a variety of duties specific to conflict analysis support, client research, intake and related processes. Role will be responsible for organizing and preparing client matter information for opening and closing of files and for review by the Firm's General Counsel. Candidates will have a strong desire for analyzing information and making informed decisions based on data research and a strong ability to create and manage processes in an effort to maximize the client intake experience. Ideal for someone who enjoys research and administrative organization.

Duties and Responsibilities - Conflicts Analyst :

• Manage client intake workflow, including engagement letter creation and distribution.
• Work with file opening specialists to ensure protocol is followed and follow-up on items needing additional information.
• Part Time Due Diligence assistance to support conflicts team when needed.
• Support client file opening and closing process. Team members will support the records team as need to ensure compliance with Firm's record keeping process, including file opening and / or closing as clients are processed through the client intake process and the conflicts team.
• Provide administrative support when communicating with clients regarding retainers and closing files as needed.
• Screen potential new clients and new matters for existing clients for conflicts when needed.
• Manage new client engagement processes, administer the DocuSign process and the Firm's central repository for engagement letter storage.
• Research client desirability when reviewing new potential client requests as needed.
• Assist General Counsel with compliance and auditing when requested.
• Manage litigation hold letters as directed by the Firm's General Counsel.

Job Requirements / Skills :

Knowledge, Skills & Abilities Required :

Job Type : Full-time in-office. Normal work week is 40 hours. Work additional or irregular hours to perform essential duties as required.

PHYSICAL REQUIREMENTS :

IMMEDIATE SUPERVISOR :

Stoll Keenon Ogden PLLC is an Equal Opportunity Employer dedicated to workforce diversity and is committed to providing equal opportunity in all areas of employment. SKO offers a competitive salary and benefits package. Final candidates are required to pass a pre-employment criminal background check.

The statements contained in this job description are not necessarily all-inclusive; additional duties may be assigned, and requirements may vary from time to time.