Analyst, New Business Intake

Description du poste:

Description

Location: Belfast

Workplace: Hybrid

The opportunity:

The Analyst, New Business Intake will assist in providing an efficient and effective service to Firm Partners and offices in opening new and existing client registrations and matters. 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 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:
* A bachelor's degree or previous experience in a client onboarding role
* 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