Client Intake Analyst - Office Flex
Office Flex Office Location Flexible, MA 02111 US
Job Description
- Conduct corporate research using multiple resources to assess entities involved in conflict check requests.
- Perform conflict searches within the Department’s records, identify potential conflicts, and generate reports.
- Advise attorneys and assistants on intake policies and procedures.
- Respond to inquiries and requests promptly, professionally, and efficiently.
- Work collaboratively with the Client Intake team to support the Firm’s business needs.
- Ensure data accuracy and completeness by maintaining up-to-date records and coordinating with Firm lawyers as needed.
- Provide on-call coverage during weekends and holidays for urgent requests.
- Take on additional responsibilities as assigned.
- This role requires 60% in-office presence, with 40% remote work flexibility.
- Education & Experience: Bachelor’s degree required, with at least 3 years of experience in conflicts analysis or a similar role in a large law firm.
- Knowledge & Skills: Familiarity with conflict rules under the Rules of Professional Conduct. Strong written and verbal communication skills.
- Collaboration & Professionalism: Ability to interact effectively and professionally with colleagues across the firm.
- Organization & Attention to Detail: Strong organizational skills with a keen eye for detail.
- Problem-Solving & Critical Thinking: Creative problem-solving abilities with strong reasoning and logical thinking.
- Work Ethic & Adaptability: Ability to perform under pressure, prioritize deadlines, and complete tasks efficiently. Self-motivated with a proactive and positive attitude.
- Confidentiality & Integrity: Commitment to handling confidential information with discretion and maintaining high ethical standards.
- Technical Proficiency: Experience with Intapp, CapIQ, and LexisNexis is a plus. Proficiency in Outlook, Word, and Excel, with the ability to quickly learn new software and processes.
- Flexibility: Willingness to work overtime as needed.
Meet Your Recruiter
Dan James
Managing Director
After graduating with an Associates Degree in Business Administration from Westchester Community College Dan wasn't sure exactly what he wanted to do. In February 2013 he decided to put his knack for connecting people with one another to work when he joined The Phoenix Group. When he's not in the office you can find him skiing, golfing, or spending time with his family.