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Client Intake Specialist
Frost Brown Todd. Review, analyze, and process electronic client intake forms .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Proficient in analyzing and processing electronic client intake forms, conducting conflicts searches, and generating clear reports. Strong ability to synthesize complex information and deliver exceptional client service while maintaining accurate data management.
Highest-signal resume keywords
Bachelor's DegreeMicrosoft Office ProficiencyDatabase ExperienceData Analysis SkillsCustomer Service Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Electronic Client Intake ProcessingConflicts Search ExecutionData Entry SkillsReport GenerationSearch Strategy Development
Soft Skills
Attention to DetailClear Written CommunicationProblem-Solving AbilityTeam CollaborationAdaptability
Tools & Technologies
Microsoft WordMicrosoft OutlookDatabase Systems
Industry Keywords
Client IntakeConflicts SearchLegal PracticeClient Service
About the role
Key responsibilities & impact- Review, analyze, and process electronic client intake forms
- Communicate with Conflicts Attorneys, Client Intake Manager, Conflicts Counsel, attorneys, and legal practice assistants regarding client intake forms and conflicts search reports
- Conduct conflicts searches using the firm’s database systems
- Review and process information gathered from conflict searches and generate corresponding reports
- Prepare clear and concise summaries of conflict search results
- Identify and report performance issues with client intake and conflicts software
- Collaborate with the billing team to maintain accurate and up-to-date client and matter data, including contact information, billing attorney assignments, and originating credit
Requirements
What you’ll need- Bachelor’s Degree required
- Proficiency in Microsoft Office applications, including Word and Outlook
- Experience working with databases
- Ability to develop and execute search strategies to obtain accurate results from electronic databases
- Ability to synthesize complex or diverse information, collect and research data, and analyze data using intuition and experience
- Strong customer service skills
- Ability to produce clear and concise written communications, including conflicts report summaries and email correspondence
- Strong attention to detail
- Accurate and efficient data entry skills
- Ability to follow instructions provided in various formats
- Ability to apply sound judgment in resolving routine problems with multiple variables
- Ability to deliver exceptional client service, demonstrate flexibility, adapt to changes, and work in a team-oriented environment
- Must be authorized to work in the United States without current or future employer sponsorship
- FBT Gibbons does not provide visa sponsorship for this position
Benefits
Comp & perks- Health care coverage (medical, dental, and vision)
- Life insurance
- Short- and long-term disability
- Paid parental leave
- Employee wellbeing and EAP programs
- Paid time off
- 401(k) retirement plan with employer matching and profit-sharing
- Competitive salary
- Remote work eligibility from listed locations