What are the responsibilities and job description for the Client Intake Coordinator position at The Nagler Group?
A well-established New England law firm is seeking a highly detail-oriented Client Intake Coordinator to join its busy accounting team. This role is essential to ensuring accurate, efficient, and compliant onboarding of new clients and matters. The ideal candidate thrives in a fast-paced environment, is comfortable managing multiple priorities, and brings strong organizational and communication skills.
Key Responsibilities
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Key Responsibilities
- Perform conflict checks for new clients and matters
- Obtain conflict sign-offs, waiver letters, and required internal approvals
- Create new clients and matters within the firm’s system
- Handle matter maintenance and scanning (reopens, address changes, title updates, rate changes, etc.)
- Manage engagement letters
- Maintain the conflict database and rebuild the conflict indexer
- Train new legal assistants on conflict procedures and new matter intake
- Assist with additional accounting projects as needed
- Associate or bachelor’s degree, or equivalent experience
- Experience in a legal, banking, finance, or professional services environment a plus
- Strong PC proficiency and comfort with technology
- Exceptional attention to detail and accuracy
- Ability to handle confidential information responsibly
- Strong verbal, written, and interpersonal communication skills
- Ability to multi-task, prioritize, and perform under deadlines in a fast-paced setting
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