The Operations Associate, Client Transition and Case Intake – RLS supports the operational infrastructure of the Legal Services (RLS) business by assisting the Operations Manager in the execution of critical initiatives.
Requirements
- Collaborate effectively with internal teams, including consultants, attorneys, and the India-based team.
- Support the Operations Manager in executing project tasks and tracking progress.
- Maintain clear and professional communication with stakeholders at all levels.
- Assist in managing the intake of new client transitions and ensure accurate documentation of legal services agreements.
- Help maintain the appeal intake process to ensure timely case submissions by consultants.
- Respond to inquiries and requests from internal clients with attention to accuracy and service.
- Enter, organize, and validate large volumes of data from multiple systems (PropertyPoint, Salesforce, Smartsheet, Lead Docket, and Filevine).
- Identify and escalate issues or inefficiencies in workflows and contribute to improvements.
- Generate and maintain reports, logs, and dashboards to support operations and decision-making.
- Ensure consistent data handling and documentation practices to maintain quality and compliance
Benefits
- Generous Personal Time Off (PTO) Benefits
- 14-Weeks of 100% Paid Leave for New Parents (Adoption Included)
- Monthly Gym Membership Reimbursement OR Gym Equipment Reimbursement
- Benefits Eligibility Effective Day One
- 401K with Employer Match
- Tuition Reimbursement After One Year of Service
- Fertility Assistance Program
- Four-Week Company-Paid Sabbatical Eligibility After Five Years of Service
