The New Business Intake Analyst will assist in providing an efficient and effective service to Firm Partners and offices in opening new and existing client registrations and matters; guide Partners to ensure compliance with ethical and legal duties to avoid conflicts of interest and in meeting professional responsibility obligations.
  • 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:
  • 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 Centers
  • 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