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Business Intake Jobs in Kent, WA (NOW HIRING)

Lateral Intake Coordinator

Seattle, WA · On-site

$20.50 - $28/hr

Interfaces and communicates regularly with lateral partner, the Conflicts Team, the Business Intake team, the Client Contracts team, the Lateral Conflicts team, the Information Governance team and ...

Lateral Intake Coordinator

Seattle, WA · On-site

$36.80 - $55.20/hr

Interfaces and communicates regularly with lateral partner, the Conflicts Team, the Business Intake team, the Client Contracts team, the Lateral Conflicts team, the Information Governance team and ...

Conflicts Analyst

Seattle, WA · Hybrid

$34.09 - $53.18/hr

Reviews new business intake forms and identifies conflicts in order to ensure accuracy, including verifying information, conducting corporate research, and communicating with all levels of personnel ...

The business intake and conflicts function is essential to the firm's (1) compliance with (a) ethical obligations prevailing in jurisdictions in which the Firm maintains offices and in which it ...

... business needs. About the Role: Dubin Law Group is seeking a Legal Intake Specialist to serve as ... the first point of contact for individuals seeking legal help after an injury. This role is highly ...

Answer questions related to conflicts of interest, business intake, and other firm policies. * Erect and maintain ethical walls and other legal screens as required. * Monitor changes in ethics rules ...

The business intake and conflicts function is essential to the firm's (1) compliance with (a) ethical obligations prevailing in jurisdictions in which the firm maintains offices and in which it ...

The business intake and conflicts function is essential to the firm's (1) compliance with (a) ethical obligations prevailing in jurisdictions in which the firm maintains offices and in which it ...

Research current and prospective firm clients to help assess reputational, financial, and other risk, working in coordination with new-business intake and conflicts teams. * Support due diligence ...

Conflicts Analyst (New Business) Cooley is seeking a Conflicts Analyst to join the Business Intake and Conflicts team. Position summary: The Conflicts Analyst is responsible for the identification ...

Conflicts Analyst (New Business) Cooley is seeking a Conflicts Analyst to join the Business Intake and Conflicts team. Position summary: The Conflicts Analyst is responsible for the identification ...

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Business Intake information

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.

What is a new business intake analyst?

A new business intake analyst is responsible for evaluating and processing new business opportunities, ensuring compliance with company policies and regulatory requirements. They often review documentation, coordinate with various departments, and use tools like CRM systems to facilitate onboarding and risk assessment. Strong analytical skills and attention to detail are essential for this role.

New Business Intake Coordinator/Conflicts- Seattle

Seattle, WA • On-site

Direct Counsel
Recruiting and Staffing Services • 1 - 10 employees

$55K - $85K/yr

Full-time

Re-posted 29 days ago


Job description

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, and Assigning Client Matter Numbers for the Firm.  As a NBI Coordinator, you are required to maintain a high level of accuracy and confidentiality at all times.

CORE RESPONSIBILITIES

  • Complete detailed Conflict of Interest Report including necessary internet searches
  • Consult the NBI Reference Manual for proper procedures and information
  • Assign Client Matter numbers
  • Notify Attorneys of Issues for Matter Opening Process
  • Assign Affiliations for all Client Matters
  • Maintain all Client Matter Modifications
  • Process Dunn and Bradstreet reports (DNBi)/Hoover
  • Maintain system integrity and data base clean up
  • Complete Exiting Attorney Reports and requests for attorney to close Client/files
  • Process all Client Matter Re-Openings (re-run conflict report and communicate new issues to appropriate attorney. This process will involve waiting for approval before re-opening)
  • Maintain client and employee confidences; protect operations by safeguarding confidential information
  • Take initiative to train and mentor new NBI hires, staff and attorneys on NBI policies and procedures
  • Work efficiently and prioritize tasks in a fast-paced environment

Experience and Education

  • 2 years NBI/Conflicts experience.
  • Prior legal industry new business intake/conflicts experience preferred.
  • Preferred: Bachelor’s degree or combination of education and experience

SKILLS & ABILITIES

  • Proficient in MS Office applications;
  • Proficient in computerized Conflicts/Workflow software;
  • Excellent analytical and research skills;
  • Ability to compile, review, determine and communicate conflicts issues based on a variety of information;
  • Good judgment in determining when assistance is needed in communicating with attorneys and legal assistants on varied issues involving conflicts and maintaining client files.

Salary and Benefits:

  • Salary: $55k/yr -$85k/yr depending on experience
  • Benefits: Comprehensive Benefits
  • Onsite work schedule