New Business Intake Coordinator

3 weeks ago

Belfast, United Kingdom Baker & McKenzie Rechtsanwaltsgesellschaft mbH Full time

The New Business Intake Coordinator 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.

Baker McKenzie is the world’s leading law firm with offices all over the world. Our Belfast Centre is home to over 400 teammates in both legal and professional services such as finance, IT, marketing, and business support.

We offer one of the best workplace benefits packages in the business with comprehensive private health cover, income protection, life assurance and a full employee assistance plan. These and a host of other benefits make us one of the most desirable companies to work for in Belfast.

We are committed to promoting inclusion, diversity, and equity for all and are confident we can provide a career as individual and as exceptional as you.

About the role:

As part of this role, the successful candidate will:

Responsibilities:

  • Provide all aspects of support to the Firm, its Partners, and offices concerning 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 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.

Experience Required

To be successful in this role you will need:

Skills and Experience:

  • Bachelor's degree or 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 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 Centres.
  • 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.
  • Positivity and the adoption of a solution-based approach in all aspects of work.
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