Intake Specialist

1 week ago

tampa, United States Baker McKenzie Tampa Center Full time

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


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
  • 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 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
  • 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
  • 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 or previous experience in a client onboarding role
  • Risk and Compliance experience from legal, banking or insurance is required
  • Excellent working knowledge of Microsoft PowerPoint, Word, Excel, and online research tools
  • Ability to make effective, accurate decisions, judgement, calls, and reliable recommendations with support from team members and Management, where necessary
  • Professionalism and the ability to influence in a positive manner
  • Excellent interpersonal skills with a positive customer service-oriented 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
  • Ability to leverage consultant resources and utilize information appropriately
  • Exceptional problem-solving, 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

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