Hybrid Intake and Risk Analyst — Client Onboarding

Lathrop GPM LLP; Kansas City (MO); Hybrid; USD 72,000 - 98,000; Full time

Job summary

Lathrop GPM LLP is seeking an Intake Analyst to support the client and matter intake process across multiple offices. The role involves reviewing new business forms, conducting conflicts checks, and handling related correspondence under supervision of the Intake Manager.

Excellent client service and risk management are essential in this hybrid environment. The firm emphasizes a comprehensive benefits package and a professional, challenging yet comfortable work setting, with locations in MN, MO,

Qualifications

• Bachelor’s degree or equivalent years’ related experience required.
• Strong research and analytical skills with ability to synthesize large amounts of data.
• Excellent interpersonal, verbal and written communication in a virtual environment.

Responsibilities

• Perform conflicts checks for new client, matter, and additional parties intake forms.
• Review and analyze new representations for risk considerations and firm procedures.
• Research prospective clients and related parties using firm databases and web-based applications.

Education

Bachelor’s degree or equivalent years’ related experience

Job description

Lathrop GPM LLP is seeking an Intake Analyst to support the client and matter intake process across multiple offices. The role involves reviewing new business forms, conducting conflicts checks, and handling related correspondence under supervision of the Intake Manager.

Excellent client service and risk management are essential in this hybrid environment. The firm emphasizes a comprehensive benefits package and a professional, challenging yet comfortable work setting, with locations in MN, MO,