Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Intake Specialist

FBT Gibbons LLP

Client Intake SpecialistFBT Gibbons LLP is a national law firm focused on serving companies operating and investing in the middle market. With nearly 1,500 employees across 26 offices, we support clients ranging from large multinationals to mid-sized businesses and growth-oriented startups across the United States. Our teams collaborate across departments and geographies to deliver excellent service to our clients, colleagues, and the communities we serve.At FBT Gibbons, diversity enriches our vibrant culture and empowers our teams to achieve more together. We welcome talented professionals who bring valuable skills, a collaborative mindset, and a shared commitment to helping our firm and clients thrive. Here, you'll make meaningful contributions, collaborate with exceptional colleagues, and build a career that grows with your skills and ambitions.We are currently seeking a Client Intake Specialist to support critical client onboarding and conflicts review functions that are essential to delivering timely and accurate service across the firm.The ideal candidate is organized and collaborative, with strong judgment and the ability to analyze information, identify issues, and communicate clearly with a range of stakeholders.This position is eligible for remote work in Charleston, WV; Cincinnati, OH; Columbus, OH, Dallas, TX; Florence, KY; Houston, TX, Indianapolis, IN; Lexington, KY; Louisville, KY; Nashville, TN; Pittsburgh, PA; or West Chester, OH.Key Responsibilities:Review, analyze and process electronic client intake forms.Communicate with the firm's Conflicts Attorneys, Client Intake Manager, Conflicts Counsel, attorneys and legal practice assistants regarding information on client intake forms and conflicts search reports.Conduct conflicts searches using the firm's database systems.Review and process information gathered from conflict searches and generate corresponding reports.Prepare clear and concise summaries of conflict search results.Identify and report performance issues with client intake and conflicts software.Collaborate with the billing team to maintain accurate and up to date client and matter data, including contact information, billing attorney assignments, and originating credit.Job Requirements:Bachelor's Degree required.Proficiency in Microsoft Office applications, including Word and Outlook, along with experience working with databases.Ability to develop and execute search strategies to obtain accurate results from electronic databases.Ability to synthesize complex or diverse information, to collect and research data and to use intuition and experience to analyze data.Strong customer service skills, with the ability to respond promptly and professionally to requests from employees at all levels, including in challenging situations.Ability to produce clear and concise written communications, including conflicts report summaries and email correspondence.Strong attention to detail, with accurate and efficient data entry skills.Ability to follow instructions provided in various formats and apply sound judgment in resolving routine problems with multiple variables.Ability to deliver exceptional client service, demonstrate flexibility, adapt to changes, and work in a team-oriented environment.FBT Gibbons is fully committed to equality of opportunity in all aspects of employment. It is the policy of FBT Gibbons to provide equal employment opportunity to all employees and applicants without regard to race, color, religion, national or ethnic origin, military status, veteran status, age, gender, gender identity or expression, sexual orientation, genetic information, physical or mental disability or any other protected status.FBT Gibbons offers a competitive salary and a comprehensive benefits package, including health care coverage (medical, dental, and vision), life insurance, short- and long-term disability, paid parental leave, employee wellbeing and EAP programs, paid time off, and a 401(k) retirement plan with employer matching and profit-sharing. Benefit offerings and eligibility vary by location and are subject to applicable plan terms and legal requirements.In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.Applicants must be authorized to work in the United States without current or future employer sponsorship. FBT Gibbons does not provide visa sponsorship for this position.

Vacancy posted 5 hours ago
Similar jobs that could be interesting for youBased on the Client Intake Specialist in Nashville, TN vacancy
  • $13 per hour

     ...Make the first conversation count. We are hiring Client Intake Specialists to join a growing remote team supporting individuals who are seeking professional assistance during serious and often stressful situations. This high-touch, phone-based customer service... 
    Suggested
    Weekly pay
    Full time
    Remote work
    Work from home

    Resolv Global

    Nashville, TN
    5 hours ago
  • $18 per hour

    What You’ll Do: As a Customer Service Advisor, you are often the first and last face our customers see. You will create lasting impressions and build loyal customers by using product knowledge and services to present oil change options and additional services....
    Suggested
    Hourly pay
    Weekly pay
    Flexible hours
    Afternoon shift

    Valvoline Inc

    Brentwood, TN
    a month ago
  •  ...Client Success Specialist Job Locations US-TN-Nashville Job Category Customer Service ID 2026-11531 Shift US - Weekday days Overview The Client Success Specialist is responsible for managing and improving the client... 
    Suggested
    Temporary work
    Work at office
    Work from home
    Work visa
    Shift work
    1 day per week
    Weekday work

    CPI Card Group

    Nashville, TN
    2 days ago
  • Overview We are seeking a Remote Client Relations Specialist in the Nashville area to assist clients with travel coordination and communication. This role focuses on maintaining strong relationships and ensuring a smooth planning process. In this role, you will act as... 
    Suggested
    Remote job
    For contractors
    Flexible hours

    Traveling with Tasha

    Nashville, TN
    1 day ago
  •  ...Job Description Job Description CLIENT ONBOARDING ENGINEER Location: Nashville, In Office Operations / Project Services Reports to VP of Operations Full-Time, Exempt POSITION DESCRIPTION The Client Onboarding Engineer owns the new-client experience... 
    Suggested
    Full time
    For contractors
    Work at office
    Remote work

    TECHNOLOGY LAB, LLC

    Nashville, TN
    14 days ago
  •  ...Client Relations Specialist (Remote Support) We are seeking a Remote Client Relations Specialist in the Nashville area to assist clients with travel coordination and communication. This role focuses on maintaining strong relationships and ensuring a smooth planning process... 
    Remote job
    For contractors
    Flexible hours

    Traveling with Tasha

    Nashville, TN
    2 days ago
  • $50k - $55k

     ...Client Account Specialist Nashville, Tennessee Position Summary The Client Account Specialist supports the Firm's efforts by partnering with billing attorneys, internal personnel, and clients to facilitate timely payment of outstanding balances. The position manages... 
    Work at office

    Pillsbury Winthrop Shaw Pittman

    Nashville, TN
    2 days ago
  •  ...community partnerships, generate qualified referrals, increase client admissions and service hours, and contribute directly to the company...  ...leadership. Support a smooth transition from referral to client intake and service. Respond to questions and concerns promptly,... 
    Full time
    Work at office
    Local area
    Immediate start
    Afternoon shift
    Early shift

    Helping Hearts USA LLC

    Nashville, TN
    25 days ago
  •  ...About the Company West Capital Lending is dedicated to providing exceptional financial services to our clients. Our mission is to empower individuals and businesses with the resources they need to achieve their financial goals. We foster a culture of integrity,... 
    Full time
    Work at office

    West Capital Lending

    Nashville, TN
    5 hours ago
  •  ...McCormick Animal Clinic in Nashville, TN is seeking a friendly receptionist for our full-service animal hospital. You will greet clients and patients, answer calls, schedule appointments, check in/out, and process payments while providing compassionate service in a fast... 

    Mccormick Animal Clinic

    Nashville, TN
    5 hours ago
  • $60k - $80k

     ...services that can positively impact their lives. Collaborative environment: Work alongside a dedicated team of healthcare and patient intake professionals. Growing organization: Join a company that is expanding and offers the opportunity to contribute to evolving... 
    Permanent employment
    Local area
    Immediate start
    Remote work

    Jobot

    Nashville, TN
    5 hours ago
  •  ...Job Description Role: Client Service Specialist \n Location: Nashville, TN & Weehawken, NJ (Onsite) \n \n Requirement from client: \n Tech requirements for remote/hybrid roles: \n Please ensure candidates are advised they will need the following if successful... 
    Remote work

    Hays

    Nashville, TN
    17 days ago
  • Windward Recruiting is seeking a Client Relationship Specialist to coordinate client meetings, manage paperwork, and be the trusted liaison between clients and senior advisors. The role emphasizes organized, client-focused support with opportunities to grow in wealth management... 
    Work at office

    Windward Recruiting

    Nashville, TN
    1 day ago
  • Blyss Journeys is seeking motivated individuals to join as Remote Client Experience Coordinators. The role focuses on understanding client needs, researching options, and guiding them through planning and reservations in a flexible remote setting. You will communicate... 
    Remote job
    Flexible hours

    Blyss Journeys

    Brentwood, TN
    5 days ago
  • About VortexWorks VortexWorks provides customer-experience and support solutions for nationally recognized brands across multiple industries. We connect motivated professionals with flexible, remote opportunities where performance, professionalism, and communication truly...
    For contractors
    Work experience placement
    Remote work
    Flexible hours

    VortexWorks

    Nashville, TN
    5 hours ago
  •  ...staff.Essential Functions:Provide technical assistance to end-users by phone, email, online, and in-person.Manage help desk ticket intake, capturing complete contact information and issue description, and assigning appropriate tier-level support per established protocols... 
    Work experience placement
    Work at office
    Immediate start
    Flexible hours
    Weekend work
    Afternoon shift

    Athens State University

    Nashville, TN
    5 hours ago
  •  ...ideally 3+ years of relevant experience, preferably working in financial services, compliance, or law. \n ability to analyze client information and documentation to facilitate account opening. \n exceptional written and verbal communication. \n knowledge of... 

    Hays

    Nashville, TN
    25 days ago
  •  ...management solutions designed to help government and commercial clients reduce operational costs, operate at optimum performance and...  ...Knoxville, and Memphis Key Job Functions Service Request Intake, Dispatch, and Coordination Receive and manage facility service... 
    Full time
    Contract work
    For contractors
    For subcontractor
    Work at office
    Immediate start
    Shift work

    CMI Management

    Nashville, TN
    6 days ago
  •  ...health & benefits, retirement, and private client insurance solutions to organizations and...  ...handle claims of high complexity from intake through resolution. Assigned a...  ...Claims Expertise: Be a trusted claims specialist in the marketplace; actively be present... 
    Work experience placement
    Work at office
    Local area
    Night shift
    3 days per week

    Marsh

    Nashville, TN
    1 day ago
  •  ...more about our mission and services at Rotech.com. Overview and Responsibilities Customer Service Representative - Home Healthcare Intake & Insurance Verification Job Summary Rotech Healthcare Inc. is seeking a detail-oriented and compassionate Customer Service... 
    Contract work
    Work experience placement
    Work at office
    Local area
    Work from home

    Rotech Healthcare

    Nashville, TN
    1 day ago
  • Champion Car Wash – Customer Service Attendant Location:Champion Car Wash – 3855 Dickerson Pike, Nashville, TN 37207 Job Type: Part-Time or Full-Time | Hourly Pay | Growth Opportunities About Us: At Champion Car Wash, we deliver more than just a clean car — we deliver ...
    Hourly pay
    Full time
    Part time
    Flexible hours
    Weekend work

    Champion Car Wash Defunct

    Nashville, TN
    5 days ago
  • $16 - $20 per hour

     ...Client Service Representative GoodVets is a nationwide network of modern animal hospitals, co-owned with local veterinarians who are passionate about delivering gold-standard care. We sit at the intersection of quality-first medicine and people-first culture, providing... 
    Local area
    Flexible hours
    Weekend work
    Afternoon shift

    GoodVets

    Nashville, TN
    1 day ago
  • $60k

    Job Title: Operations and HR Administrator  Reports to: Director of Operations  Department: Operations  Status: Full-Time, Onsite, Salaried Position $50,000 annually Schedule: Monday–Friday, 8:30 AM – 5:00 PM  Location: Nashville, TN  Benefits: Medical...
    Full time
    Work at office
    Monday to Friday

    (NAHT) Nashville Anti-Human Trafficking Coalition

    Nashville, TN
    1 day ago
  • $65k

     ...leading Business Process Outsourcing (BPO) company that specializes in delivering tailored solutions to meet the diverse needs of our clients. With a commitment to excellence and a focus on innovation, we have established ourselves as a trusted partner in the industry. We... 
    Full time
    Contract work
    Temporary work
    Part time
    Casual work
    Seasonal work
    Work at office
    Local area
    Remote work
    Work from home

    MCI

    Nashville, TN
    5 days ago
  • Customer Service Representative About the Role eWe are seeking a motivated and people-oriented Customer Service Representative to join our growing team. This role combines customer support, relationship building, and sales execution to deliver an exceptional customer...
    Full time

    ATLAS Empowered

    Nashville, TN
    1 day ago
  •  ...times other members of the sales team to grow existing customers, create new customers, and exceed customer expectations. The SAC is a client advocate and is accountable for most client communication and maintaining successful client relationships. Responsibilities:... 
    Hourly pay
    Weekly pay
    Full time

    Jobleads-US

    Nashville, TN
    1 day ago
  •  ...find missing information as applicable; coordinate with other departments to resolve issues as applicable Follow the processes of the Client program and perform all tasks in a courteous and professional manner Utilize systems and technology to complete account management... 
    Full time
    Contract work
    Temporary work
    Work experience placement
    Casual work
    Work at office
    Local area
    Remote work
    Work from home
    Shift work

    MCI Careers

    Nashville, TN
    5 days ago
  • $16 - $21.1 per hour

     ...hire. Here’s what you can expect working in Patient Registration (Customer Service): Working on computers and answering phones to intake information in a busy environment. You’ll work across multiple screens collecting details that must be input correctly between physician... 
    Hourly pay
    Part time
    Casual work
    Relief
    Local area
    Shift work

    R1 RCM Holdco Inc.

    Brentwood, TN
    2 days ago
  •  ...Domain Locations: Charlotte, NC and Cincinnati / Westchester, OH — remote, but candidates must sit within 60 miles or 60 minutes of a client location. Duration: 6+ months of contract We are seeking a customer-focused Call Center Representative with at least 12... 
    Contract work
    Remote work

    SOHO Square Solutions

    Nashville, TN
    2 days ago
  •  ...reporting for internal or external purposes, and files documents Partner with staff members to: cover front desk, schedule and assist with intakes, keep patient medical records up-to-date in computer system, update/revise forms, and verify insurance eligibility. Corporate... 
    Part time
    Work at office
    Local area
    Flexible hours

    BayMark Health Services, Inc.

    Nashville, TN
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Intake Specialist. Be the first to apply!