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Client Intake Manager Jobs in Texas (NOW HIRING)

Akerman

New Business Intake Analyst

Houston, TX · On-site

$16.50 - $22.25/hr

... management. You will be part of a large team reviewing intake forms to ensure they meet the ... Processes client requests for matter opening, add party requests, and client name change reviews

Akerman

New Business Intake Analyst

Dallas, TX · On-site

$17.50 - $23.50/hr

... management. You will be part of a large team reviewing intake forms to ensure they meet the ... Processes client requests for matter opening, add party requests, and client name change reviews

THE SALVATION ARMY

Shelter Manager (6275)

Waco, TX · On-site

Client Intake and Security Responsibilities (25%) * Answers telephone and responds to questions ... Orients new clients to the program and prepares HMIS case records to facilitate case management ...

tsa

Shelter Manager_NE-TX_602-Lodge

Midland, TX

Shelter Manager-NE_Lodge-602 Job Summary: Plans, directs, and supervises the work of volunteers ... Client Intake and Security Responsibilities (25%) Answers telephone and responds to questions ...

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All JobsClient Intake Manager JobsClient Intake Manager Jobs in Texas

Client Intake Manager information

How does a Client Intake Manager typically collaborate with other departments during the onboarding process?

A Client Intake Manager works closely with various teams, such as sales, legal, and customer service, to ensure a seamless onboarding experience for new clients. They coordinate the collection of necessary documentation, clarify client requirements, and address any concerns that may arise during the intake process. Effective communication and strong organizational skills are essential, as the role often requires managing multiple stakeholders and maintaining up-to-date records to facilitate smooth handoffs between departments.

What are the key skills and qualifications needed to thrive as a Client Intake Manager, and why are they important?

To thrive as a Client Intake Manager, you need strong organizational abilities, attention to detail, and experience with client onboarding or case management, often backed by a degree in business, social work, or a related field. Familiarity with customer relationship management (CRM) software, case management systems, and data entry tools is typically required. Exceptional interpersonal communication, problem-solving, and multitasking skills help you build rapport and handle sensitive client information effectively. These competencies ensure smooth client onboarding, enhance client satisfaction, and support organizational efficiency in managing workflows.

What does a Client Intake Manager do?

A Client Intake Manager oversees the process of welcoming and onboarding new clients into a business or organization. Their responsibilities include gathering essential client information, assessing client needs, ensuring all necessary documentation is completed, and coordinating with different departments to facilitate a smooth start for new clients. They play a critical role in ensuring clients have a positive initial experience and that all compliance and regulatory requirements are met. This position often requires strong organizational, communication, and problem-solving skills.
What cities in Texas are hiring for Client Intake Manager jobs? Cities in Texas with the most Client Intake Manager job openings:
Client Intake Manager jobs near you
New Business Intake Analyst

New Business Intake Analyst

Akerman

Houston, TX • On-site

$16.50 - $22.25/hr

Full-time

Posted 18 days ago

Job description

Founded in 1920, Akerman is recognized as one of the nation's premier law firms, with more than 700 lawyers across the United States.
Akerman is seeking a motivated and dynamic individual for the role of New Business Intake Analyst in the New Business Intake Department of our Conflicts Department. This is an exciting opportunity to work in a fast-paced environment which offers an exciting introduction into risk management. You will be part of a large team reviewing intake forms to ensure they meet the requirements set forth by the General Counsel's Office. The role will require your ability to work independently and under tight deadlines. This position will complete the day-to-day tasks of completing client intake requests for opening matters. The New Business Intake Analyst will process the daily workflow for new or existing firm clients and their matters into the firm systems (conflicts, records management, accounting, and other databases). This position must process requests in a time sensitive manner.
Job Duties and Responsibilities:
  • Processes client requests for matter opening, add party requests, and client name change reviews
  • Ensures accurate review of intake form to verify all required documents are attached (ex: draft engagement letter, waiver letters, a litigation budget.
  • Cross-checks the engagement letter with the intake form to be sure all parties have been run through the conflicts system
  • Verifies all fields of the intake form are complete and filled out properly with no misspellings or errors
  • Enters information into firm Conflicts Database that then filters into other department systems
  • Obtains thorough understanding of each process related to all steps in the intake process
  • Conducts data entry review as part of the matter opening process
  • Creates intake forms as part of the name change process for existing clients and the conflict related searches
  • Reviews and follows up when necessary on all outstanding requests in the intake queue
  • Verifies all required approvals have been received on the new business intake form before opening the matter
  • Ensures all new business intake forms are processed accurately and efficiently
  • Oversees the onboarding process, client transfers, and matter openings for lateral attorneys
  • Responds to calls and emails from attorneys and legal administrative assistants regarding the status of the new business intake forms
  • Performs other duties as assigned

Qualifications (Education, Experience, and Certifications):
  • High School diploma or GED required with 2 to 3 years of related work experience preferred
  • Associate or bachelor degree preferred
  • Law firm experience a plus (Conflicts and/or Records Management. Experience interacting with law firm employees)
  • Ability to work well under pressure
  • Ability to type 45 WPM
  • Proficient computer skills including Microsoft Office (Word, Excel, Outlook and PowerPoint)
  • Experience using office equipment (fax machine, phone, copier)
  • Ability to work outside of regular business hours
  • Excellent oral and written communication skills
  • Ability to work independently or with a team
  • Willing to take on new tasks and responsibilities in the department

We offer an excellent compensation and benefits package. Please submit your resume, cover letter, and salary requirements. EOE
#LI-LS1
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.

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