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Managing the intake process for new clients and matters, the full-time Business Intake Liaison will gather and evaluate information, ensure cross-functional collaboration, and maintain accurate business records in a remote environment.
Key responsibilities: Oversee attorney requests for opening new business matters and ensure all necessary information is collected Evaluate data accuracy and resolve discrepancies to maintain integrity in firm systems Provide exceptional customer service while tracking and following up on outstanding items related to the intake processRequired qualificationsHigh School Diploma or GED required; 2-year degree preferred 3-5 years of relevant experience in a legal or customer service environment, preferably in professional services Proficiency in Microsoft Office applications, including Excel, Outlook, Word, PowerPoint, and Microsoft Teams Knowledge of legal terminology and processes Excellent client and customer service skills

Also on the board Same function, level within a rung

Level

Mid

Location

New York, NY

Occupation

Legal Secretaries and Administrative Assistants

Industry

Offices of Lawyers

Posted

4 days ago

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