Business Intake Compliance Specialist
Job Summary
To support the Client Information Risk Services department, the full-time Business Intake Compliance Specialist will review, analyze, and manage client relationship documents, respond to inquiries from legal staff, and create customized reports while working remotely.
Key responsibilities
- Review and categorize engagement letters and outside counsel guidelines to ensure compliance with Firm policy
- Manage data changes for client/matter data and communicate with data providers regarding discrepancies
- Create and provide standard and customized reports as requested, while guiding staff on report content and structure
Required qualifications
- Strong research, analytical, and reasoning skills with an understanding of data interrelations
- Familiarity with basic legal terminology and client engagement documents
- Ability to manage multiple tasks and meet shifting deadlines effectively
- Reliable and able to work independently or collaboratively within a team
- Excellent customer service orientation with a proactive approach
Complete Job Description
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