Client On-boarding/ New Business Intake Coordinator - Belfast, United Kingdom - Baker McKenzie

Baker McKenzie
Baker McKenzie
Verified Company
Belfast, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

The
Coordinator, New Business Intake (NBI) will assist in providing an efficient and effective service to Firm Partners and offices in opening new and existing client registrations and matters, and guide Partners to ensure compliance with ethical and legal duties to avoid conflicts of interest and in meeting professional responsibility obligations.


Location:
Belfast, Northern Ireland


Responsibilities:


  • Provide all aspects of support to the Firm, its Partners, and offices about the New Business Intake (NBI) process
  • Diligently review new client and new matter information submitted via the Firm's intake system; assist with identification of possible conflicts of interest; verify that our Standard Terms of Engagement are in place with the client; ensure compliance with Firm policies and procedures, and confirm that all client/matter information in the Firm's central records is accurate
  • Make sound and educated decisions regarding the existence and validity of possible conflicts of interest and clearance of identified conflicts of interest through liaison with Firm Partners and offices
  • Review Engagement or Assignment Letters for compliance with Firm and departmental guidelines and policies
  • Ensure Standard Terms of Engagement are applied to all client engagements and, where applicable, ensure exceptions to Standard Terms of Engagement have been approved by the EC-Sub Committee, and are tracked and recorded accordingly
  • Conduct online investigation of prospective clients using online databases (such as Pacer, Lexis Nexis, etc.), business intelligence databases (D&B, Hoovers), Government Watch Lists (World-Check), and the public domain searches (Google, etc.) to facilitate the identification of high risk and negative findings, which must be communicated to NBI Management and the Risk and Compliance team
  • Engage and collaborate with team members through the presentation of ideas and recommendations regarding best practice, continuous improvement, departmental processes, policies, and procedures
  • Provide support and assistance on important team projects and initiatives, when required

Skills and Experience:


  • Bachelor's degree with some previous experience in a client onboarding role
  • Excellent working knowledge of Microsoft PowerPoint, Word, Excel, and online research tools
  • Ability to make effective, accurate decisions, judgement calls, and reliable recommendations with mínimal support from senior team members and Management
  • Professionalism and the ability to influence in a positive manner
  • Excellent interpersonal skills with a positive customerserviceoriented attitude
  • Ability to engage and collaborate with team members locally and across other Centers
  • Excellent time management and organizational skills, with the ability to work well under pressure, manage workloads, meet deadlines and prioritize efficiently
  • Flexibility to work a reasonable shifting schedule is required
  • Ability to leverage consultant resources and utilize information appropriately
  • Exceptional problemsolving, critical thinking, and analytical skills
  • Ability to contribute ideas for process improvements and adapt easily to procedural changes
  • Excellent written and oral communication skills demonstrated in interactions with all colleagues throughout the Firm as well as Partners and Management
  • Positivity and the adoption of a solutionbased approach in all aspects of work
  • Flexibility to work a reasonable shifting schedule is required

Application question(s):

  • Will you now or in the future require sponsorship for employment visa status?

Work authorisation:

  • United Kingdom (required)

Work Location:
One location
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