New Business Intake Analyst

1 month 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:

  • Bachelors 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

  • New Business Intake Analyst

    1 month 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: ...

  • New Business Intake Analyst

    1 month 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: ...

  • New Business Intake Analyst

    3 months 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:...

  • Business Reporting Analyst

    1 month ago

    Tampa, Florida, United States Seven Seas Water Group Full time

    Job Title: Business Reporting AnalystWe are seeking a highly skilled Business Reporting Analyst to join our team at Seven Seas Water Group. As a Business Reporting Analyst, you will be responsible for designing, developing, and maintaining reporting solutions that support data-driven decision-making across the organization.Key Responsibilities:Design and...

  • Business Systems Analyst

    6 days ago

    Tampa, United States Brooksource Full time $50 - $60

    *Business Systems Analyst*Considering making an application for this job Check all the details in this job description, and then click on Apply.*Hybrid in Tampa, FL (Onsite 3 days/week) **Contract to Hire *Our global retail & manufacturing client headquartered in Tampa, FL is searching for a Business Systems Analyst to join their Data & Analytics...

  • Business Systems Analyst

    6 days ago

    Tampa, United States Brooksource Full time $50 - $60

    *Business Systems Analyst*Make your application after reading the following skill and qualification requirements for this position.*Hybrid in Tampa, FL (Onsite 3 days/week) **Contract to Hire *Our global retail & manufacturing client headquartered in Tampa, FL is searching for a Business Systems Analyst to join their Data & Analytics organization. As a...

  • Business Systems Analyst

    5 days ago

    Tampa, United States Brooksource Full time

    *Business Systems Analyst**Hybrid in Tampa, FL (Onsite 3 days/week) **Contract to Hire *Our global retail & manufacturing client headquartered in Tampa, FL is searching for a Business Systems Analyst to join their Data & Analytics organization. As a Business Systems Analyst, you will work closely with the Data leaders and Analytics teams to drive results for...

  • Business Systems Analyst

    2 days ago

    Tampa, United States Brooksource Full time

    *Business Systems Analyst**Hybrid in Tampa, FL (Onsite 3 days/week) **Contract to Hire *Our global retail & manufacturing client headquartered in Tampa, FL is searching for a Business Systems Analyst to join their Data & Analytics organization. As a Business Systems Analyst, you will work closely with the Data leaders and Analytics teams to drive results for...

  • Business Systems Analyst

    2 days ago

    Tampa, United States Brooksource Full time

    *Business Systems Analyst**Hybrid in Tampa, FL (Onsite 3 days/week) **Contract to Hire *Our global retail & manufacturing client headquartered in Tampa, FL is searching for a Business Systems Analyst to join their Data & Analytics organization. As a Business Systems Analyst, you will work closely with the Data leaders and Analytics teams to drive results for...

  • COGNOS Reporting Business Analyst

    5 months ago

    Tampa, United States Global Business Consulting Services Full time

    COGNOS Reporting Business Analyst This position will perform the duties of a COGNOS Business Analyst for the IT Risk Assessment & Platforms program within the Enterprise Supplier Risk Management System & Applications Management Team. The goal of this program is to identify opportunities for strengthening and enhancing the current operational risk management...

  • Intake Specialist

    1 month 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...

  • Intake Specialist

    1 month 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...

  • COGNOS Reporting Business Analyst

    2 weeks ago

    Tampa, Florida, United States Global Business Consulting Services Full time

    COGNOS Reporting Business AnalystThis role will play a crucial part in the IT Risk Assessment & Platforms program within the Enterprise Supplier Risk Management System & Applications Management Team. The goal of this program is to strengthen and enhance the current operational risk management framework at Citi. As a COGNOS Reporting Business Analyst, you...

  • COGNOS Reporting Business Analyst

    6 days ago

    Tampa, Florida, United States Global Business Consulting Services Full time

    Global Business Consulting Services Inc is seeking a highly skilled COGNOS Reporting Business Analyst to join their team. This position will perform the duties of a COGNOS Business Analyst for the IT Risk Assessment & Platforms program within the Enterprise Supplier Risk Management System & Applications Management Team.The goal of this program is to identify...

  • COGNOS Reporting Business Analyst

    2 weeks ago

    Tampa, Florida, United States Global Business Consulting Services Full time

    Job SummaryThis position will perform the duties of a COGNOS Business Analyst for the IT Risk Assessment & Platforms program within the Enterprise Supplier Risk Management System & Applications Management Team. The goal of this program is to identify opportunities for strengthening and enhancing the current operational risk management framework at Citi. This...

  • Business Analyst

    4 weeks ago

    tampa, United States StaffChase Full time

    Job Title:- Business AnalystLocation:- Tampa, FL 33610 HybridJob DescriptionExperience eliciting and writing user stories must be extensive.Agile experience and SQLIT Business Senior AnalystResponsibilities:Support system change processes from requirements through implementation and provide input based on analysis of informationConsult with business clients...

  • IT Business Senior Analyst

    4 weeks ago

    Tampa, Florida, United States Axelon Full time

    Job Title: IT Business Senior AnalystGlobal Financial Firm, a leading provider of financial services, is seeking an experienced IT Business Senior Analyst to join their team in Tampa, FL. This is a contract opportunity that requires a strong understanding of business systems and technology.Job Summary:The IT Business Senior Analyst will be responsible for...

  • Business Analyst

    6 days ago

    Tampa, Florida, United States Triunity Software Full time

    Job Summary:We are seeking a highly skilled Business Analyst to join our team at Triunity Software. As a Business Analyst, you will be responsible for analyzing business needs and developing solutions to meet those needs. This is a great opportunity to work with a dynamic team and contribute to the success of our clients.Key Responsibilities: Analyze...

  • Business Systems Analyst

    4 weeks ago

    Tampa, Florida, United States StaffChase Full time

    Job Title: Business AnalystLocation: Tampa, FLJob Description:We are seeking a skilled Business Analyst to join our team at StaffChase. As a Business Analyst, you will play a critical role in driving business growth and improvement by analyzing business needs and developing solutions.Key Responsibilities:Support system change processes from requirements...

  • Business Analyst Intern

    1 week ago

    Tampa, Florida, United States New Mexico Gas Co - Peoples Gas - Tampa Electric Full time

    About the Role:We are seeking a highly motivated and detail-oriented Business Analyst Intern to join our team at Peoples Gas System. As a Business Analyst Intern, you will have the opportunity to work on various projects, including financial modeling, data analysis, and process improvement.Key Responsibilities:Assist in developing and maintaining financial...