Client Intake Coordinator at Clark Wilson (British Columbia)

Client Intake Coordinator at Clark Wilson (British Columbia)

13 Aug
|
BC Legal Management Association
|
British Columbia

13 Aug

BC Legal Management Association

British Columbia

Become a key player at Clark Wilson LLP as a Client Intake Coordinator. This role emphasizes accuracy and compliance while onboarding new clients and matters in a dynamic legal setting.

As a Client Intake Coordinator, you will ensure that new clients are integrated into the firm with precision, maintaining compliance with Law Society requirements. Your expertise will facilitate conflict searches, manage client data, and uphold regulatory standards, all while collaborating with lawyers and business teams. Strong analytical skills and attention to detail are essential in this essential role.

Key Responsibilities:
• Review and process client onboarding requests thoroughly
• Conduct conflict of interest searches and prepare reports




• Maintain complete and accurate client records
• Support anti-money laundering protocols and KYC documentation
• Collaborate with various teams to resolve intake queries

Requirements:
• 2–3 years' experience in a law firm setting
• Knowledge of conflicts and legal compliance practices
• Robust organizational and data management skills
• Proficiency in Microsoft Office
• Excellent communication abilities

Make an impact by streamlining client intake as a vital part of Clark Wilson's success.
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📌 Client Intake Coordinator at Clark Wilson (British Columbia)
🏢 BC Legal Management Association
📍 British Columbia

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