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Business Intake Coordinator

2 months ago

London, Greater London, United Kingdom Kirkland & Ellis LLP Full time
Job Summary

Kirkland & Ellis LLP is seeking a highly skilled Business Intake Specialist to join our team. As a key member of the Business Intake Department, you will be responsible for ensuring the smooth and efficient processing of new client matters, revisions to existing clients and matters, and other business intake-related tasks.

Key Responsibilities
  • Client Onboarding: Ensure that all information submitted through our new business intake system or other means is of the highest quality, accurate, and complete.
  • Conflict of Interest Management: Understand conflict of interest concepts, know your client regulations, and Firm-specific business rules to ensure compliance.
  • Client-Matter Information Management: Responsible for the accuracy, thoroughness, and completeness of all client-matter information gathered and reported throughout the Firm.
  • Request Processing: Monitor and process all requests coming into the Business Intake Department, perform preliminary research, and research new clients and other parties involved prior to assignment for conflicts searching.
  • Record Management: Handle requests for revisions to existing client and matter level records, process new client and new matter forms, and verify all information needed by Finance, Accounting, Marketing, Records, Pro Bono, and IT staff.
  • Submissions and Approvals: Prepare, assign, and monitor submissions which need additional approvals, create, update, and audit electronic information barriers and ethical walls in Wall Builder.
  • Research and Analysis: Research financial and media information and prepare submissions going to the New Matter Screening Committee, New Business Executive Committee, and/or additional committees as needed.
  • Client Identification and Verification: Research client identification and verification and prepare submissions going to the Money Laundering Reporting Officer for Firm-required Anti-Money Laundering/Know Your Client approval.
  • Record Maintenance: Edit, update, and maintain all client matter records in the IntApp OPEN database.
  • Reporting and Analysis: Review, confirm, amend, and distribute daily and weekly new matter and hire reports, review conflicts reports and analysis for accuracy and content.
  • Technical Support: Oversee collection of required engagement and waiver documentation, monitor attachment to requests in KENI and client matters in DMS and IntApp OPEN, and provide technical liaison support.
  • Training and Development: Train new employees on departmental processes and systems, conduct client-matter review in the conflicts systems, and assist in reviewing and assessing current company research resources for accuracy and efficiency.
  • Customer Service: Provide high-level customer service to attorneys in varying capacities, including assistance with Risk Management systems, conducting compliance reminders, and being available for urgent and confidential situations.
Qualifications and Requirements

The ideal candidate will have a proven experience in conflicts searching, familiarity with online database research and the Internet, excellent oral and written communication skills, public service orientation, and the ability to analyze complex and often conflicting information. A master's degree and knowledge of the Firm and its history are preferred. A bachelor's degree is required.