Client On-boarding / New Business Intake Coordinator

Location: BelfastWorkplace: HybridThe Client On-boarding / 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.​Responsibilities:​Provide all aspects of support to the Firm, its Partners, and offices about the New Business Intake (NBI) processDiligently 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 accurateMake 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 officesReview Engagement or Assignment Letters for compliance with Firm and departmental guidelines and policiesEnsure 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 accordinglyConduct 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 facilitate the identification of high risk and negative findings, which must be communicated to NBI Management and the Risk and Compliance teamEngage and collaborate with team members through the presentation of ideas and recommendations regarding best practice, continuous improvement, departmental processes, policies, and proceduresProvide support and assistance on important team projects and initiatives, when requiredSupport and guide more junior team members, particularly regarding more complex and technically challenging intake requestsAct as a "go-to" individual, with whom team members will consult​Provide support to Senior Analyst and NBI Belfast Management, when required​Skills and Experience:​Bachelor's degree with some previous experience in a client onboarding roleExcellent working knowledge of Microsoft PowerPoint, Word, Excel, and online research toolsAbility to make effective, accurate decisions, judgement calls, and reliable recommendations with minimal support from senior team members and ManagementProfessionalism and the ability to influence in a positive mannerExcellent interpersonal skills with a positive customer-service-oriented attitudeAbility to engage and collaborate with team members locally and across other CentersExcellent time management and organizational skills, with the ability to work well under pressure, manage workloads, meet deadlines and prioritize efficientlyFlexibility to work a reasonable shifting schedule is requiredAbility to leverage consultant resources and utilize information appropriatelyExceptional problem solving, critical thinking, and analytical skillsAbility to contribute ideas for process improvements and adapt easily to procedural changesExcellent 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

Last updated on Mar 25, 2023