Document Validation Specialist - NYC


Status: Contract Assignment

Contract Duration: open ended, could extend, could go perm

Role: Document Validation Specialist

Practice Area: Customer Contact Center

Openings: 8

Start Date: ASAP

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Location: 100% Onsite - NYC

Shift: Mon - Fri, 9a to 5p (35 hours a week)

Pay Rate: $22/hour

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Staffing Requisition – Intake Specialist (Document Validation)

This role is a critical part of our Client Operations team, ensuring that retained clients’ documentation is accurate, complete, and processed efficiently.

Position Overview

The Intake Specialist on the Document Validation team is responsible for managing client correspondence, verifying and uploading documents into case management systems, and ensuring compliance with firm standards. This is a highly detail-oriented position requiring accuracy, adaptability, and professionalism. Intake Specialists play a vital role in advancing cases through the pipeline while delivering empathetic and consistent client service.

Core Responsibilities

  • Collect, validate, and upload client documentation across case management platforms.

  • Manage follow-up communications and shared inboxes.

  • Review, process, and route physical and digital mail correspondence.

  • Ensure accurate case file setup and transfer to appropriate systems.

  • Collaborate seamlessly with Intake, Client Liaison, and Legal teams.

  • Deliver high-quality customer service in a high-volume call center environment.

  • Maintain data integrity through precise data entry in case management and CRM systems.

  • Manage client expectations by explaining the claims process clearly.

  • Support special projects as needed.

Desired Candidate Profile

Key Traits

  • Adaptable

  • Positive and professional attitude

  • Detail-oriented

  • Quick learner with strong information retention

Requirements

  • Previous experience in client services, call center, or legal support preferred.

  • Strong organizational and multitasking skills.

  • Excellent verbal and written communication skills.

  • High attention to detail and accuracy.

  • Ability to work effectively in a high-volume, fast-paced environment.

  • Proficiency with case management or CRM software is a plus.

DETAILS AT A GLANCE

JOB TITLE: Document Validation Specialist

JOB TYPE: Contract (W2)

HOURS: Monday-Friday, 8 hours per day, 35 hours per week (1st shift hours)

LOCATION: NY, NY (100% onsite)

START DATE: ASAP

END DATE: 12/31/2025 (with potential for extension)

COMPENSATION: $22.00 per hour

BNA RECRUITER: Thomas S. Taubes


HOW TO APPLY: Click on the apply button and send your resume to BNA. Please make sure to reference the job title in the subject line.

APPLY

This role is a TEMPORARY position through BNA. You would be employed and paid by our company and working directly with our client.


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