At Baker McKenzie we are different in the way we think, work and behave. With our team of 13,000 people, including over 6,500 locally admitted lawyers, in over 70 offices worldwide, we have a passionately collaborative community of 60 nationalities and are committed to world-class career development to everyone in every job at every level. Baker McKenzie can offer you both the uncompromising commitment to excellence expected of a top firm paired with a passionately global and genuinely collaborative working environment.
The New Business Intake Analyst will assist in providing an efficient and effective service to Firm Partners and offices in opening new matters for new and existing client registrations. The role-holder guides Partners to ensure compliance with ethical and legal duties to avoid conflicts of interest and in meeting professional responsibility obligations.
Main 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 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
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, 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:
A bachelor's degree or previous experience in a client onboarding role
Excellent English language skills (written, oral)
Excellent working knowledge of Microsoft PowerPoint, Word, Excel and online research tools
Able 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
Able 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
Able to leverage consultant resources and utilize information appropriately
Exceptional problem-solving, critical thinking, and analytical skills
Able 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 solution-based approach in all aspects of work
Flexible to work a reasonable shift schedule is required
Reports to: Manager, New Business Intake
Position Type: Center Services
Development Framework: Business Support
