Client Onboarding
1 week ago
Our Client is looking to hire a Client Onboarding / New Business Intake Coordinator - Graduate Opportunity.
The Opportunity:
An exciting opportunity has arisen for an ambitious graduate to join their New Business Intake Team. In this role you will assist in providing an efficient and effective service to Firm Partners and offices in opening new and existing client registrationsand matters, and guide Partners to ensure compliance with ethical and legal duties to avoid conflicts of interest and in meeting professional responsibility obligations.
This opportunity is ideal for graduates from any degree discipline with some professional experience who want to expand their career horizons within a truly global business and play an important role in its continued success.
Working at them in Belfast:
They are the world’s leading law firm with offices all over the world solving complex legal problems across borders and practice areas.
Their Belfast Centre is home to over 400 teammates in both legal and professional services such as finance, IT, marketing and business support.
They 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 them one of the most desirablecompanies to work for in Belfast.
They are committed to promoting inclusion, diversity and equity for all and are confident they can provide a career as individual and as exceptional as you.
**Responsibilities**:
About the role:
- 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 their Standard Terms of Engagement are in place with the client; ensure compliancewith Firm policies and procedures, and confirm that all client/matter information in the Firm’s central records is accurate
- 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
- 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 facilitatethe identification of high risk and negative findings, which must be communicated to NBI Management and the Risk and Compliance team
- 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
- Support and guide more junior team members, particularly regarding more complex and technically challenging intake requests
- Act as a 'go-to’ individual, with whom team members will consult
- Provide support to Senior Analyst and NBI Belfast Management, when required
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