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Business Intake Jobs (NOW HIRING)

Business Intake Researcher

Manhattan, NY · On-site +1

$19.50 - $26.25/hr

Business Intake Researcher This is an exciting opportunity to work for one of the top law firms in the U.S.! Davis Wright Tremaine LLP is looking for a Business Intake Researcher to join our team in ...

Dinsmore is seeking a Business Intake Representative at our Cincinnati, OH location. This individual is responsible for all facets of the Firm's new business intake process. Responsibilities * Review ...

Dinsmore is seeking a Business Intake Representative at our Cincinnati, OH location. This individual is responsible for all facets of the Firm's new business intake process. Responsibilities * Review ...

New Business Intake Coordinator

Boston, MA · On-site +1

$55K - $80K/yr

A national law firm is seeking a New Business Intake Coordinator. The ideal candidate will be responsible for Maintaining Daily Workflow, Running Conflict Checks, Making Client Matter adjustments ...

Ensure the accuracy of data derived from new business intake forms in multiple databases to support regular reporting and firm-wide access to accurate client matter information. * Data Integrity ...

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Business Intake information

What is a business intake specialist?

A business intake specialist is responsible for gathering and analyzing information from clients or internal teams to determine project requirements and feasibility. They often coordinate with stakeholders, document processes, and use tools like CRM or project management software to ensure smooth onboarding and project initiation.

What is the difference between Business Intake vs Business Analyst?

AspectBusiness IntakeBusiness Analyst
CredentialsTypically requires a high school diploma or associate degree; certifications like CBAP are optionalOften requires a bachelor’s degree in business, IT, or related field; certifications like CBAP or CCBA are common
Work EnvironmentPrimarily in project initiation, meetings, and stakeholder communicationInvolves analysis, documentation, and process improvement activities
Employer & Industry UsageUsed in project management, consulting, and corporate settings to gather project requirementsCommon in IT, finance, and business sectors for process and system analysis

While Business Intake focuses on gathering initial project requirements and stakeholder input, Business Analysts delve deeper into analyzing processes, defining solutions, and ensuring project success. Both roles are essential in project lifecycle stages but differ in scope and responsibilities.

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Business Intake Researcher

Business Intake Researcher

Davis Wright Tremaine

Manhattan, NY • On-site, Remote

$19.50 - $26.25/hr

Full-time

Medical, Dental, Vision, Retirement

Posted 20 days ago


Job description

Business Intake Researcher This is an exciting opportunity to work for one of the top law firms in the U.S.! Davis Wright Tremaine LLP is looking for a Business Intake Researcher to join our team in our Seattle, Portland, San Francisco, Los Angeles, New York, or Washington D.C. offices.

This position is responsible for performing a variety of tasks related to the screening of potential client engagements in accordance with the firm's risk management procedures and policies. This position offers the flexibility to be fully remote while working within reasonable commuting distance from any of our offices. At Davis Wright Tremaine, you will find challenging assignments, opportunities for professional growth and community involvement, and a culture of inclusion.

DWT fosters inclusiveness and authenticity. Regardless of position, everyone here has a voice and the support is unparalleled. On a typical day you will: Gather and analyze financial information, regulatory and litigation histories, and recent news from external corporate and governmental databases (such as Dun and Bradstreet, TLO, Bloomberg, Lexis, SEC, etc.) from a risk management and due diligence perspective Work with intake attorneys and reviewing attorneys (Practice Group heads and Partners in Charge) responsible for new client and new matter intake in evaluating risk management issues related to new clients and matters.

Work with litigation partners to assess financial viability of potential new matters through external corporate research and analysis Run special searches as needed, to identify potential risk management or business issues with respect to incoming lateral attorneys, potential mergers, and other special circumstances Participate in special projects involving new business intake best practices and risk management initiatives within the Information Governance department Assist the Conflicts team as needed in assessing whether a conflict of interest exists under the applicable Rules of Professional Conduct Partner with the Quality Assurance Committee (QAC) Paralegals to assist the Claims Counsel and General Counsel with interpreting and executing Litigation Holds, Subpoenas, and Protective Orders; and assist in the Outside Counsel Guidelines (OCG) intake process Assist with other research and administrative tasks, and/or support cross-departmental teams as assigned Join us if you have: 5+ years' experience with compiling and analyzing risk assessment reports Prior experience with corporate risk assessment research and analysis and/or investigative due diligence, including the ability to analyze, cross‐reference and summarize findings from third‐party proprietary databases and public records such as Dun and Bradstreet, Lexis, TLO, Bloomberg, etc. Bachelor's Degree; Advanced legal or business degree or KYC/AML compliance certification preferred Understanding of KYC/AML requirements; ability to read financial statements; knowledge of and ability to analyze SEC filings; familiarity with current trends in the legal and financial services industries Strong communication skills, verbal and written Strong attention to detail, analysis, proofreading and organizational skills Strong interpersonal skills, team player able to work in a fast‐paced environment Strong customer service skills, including understanding and responding quickly to a variety of inquiries Ability to contribute ideas for process improvements Ability to work under pressure and meet project deadlines with expedited turnaround times Experience with Microsoft Office; familiarity with Intapp and data intake processing software Davis Wright Tremaine LLP is an AmLaw 100 law firm with 9 offices nationwide. We are relentlessly committed to client service and look for candidates who share that commitment.

At DWT, client service means having empathy for each client's and each lawyer's work and personal pressures, business objectives, and legal needs; anticipating their needs; and having the capabilities and commitment to deliver what matters most to them. What's in it For You? DWT offers competitive compensation in addition to ample benefits including but not limited to: Choice of health and vision insurance plans 2 paid volunteer days for qualifying community service work Dental plan Fertility and adoption benefit Paid sabbatical after 13 years of service Tuition reimbursement Commuter benefits Retirement contribution #J-18808-Ljbffr