Intake Analyst

Baker McKenzieOn-siteFull-timeJunior, 1–2 yearsListed 1 hour ago

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About this role

The Intake Analyst will assist in providing an efficient and effective service to Firm Partners and offices in opening new matters for new and existing client registrations. The role-holder will provide guidance to Partners to ensure compliance with ethical and legal duties to avoid conflicts of interest, and in meeting professional responsibility obligations. Main responsibiliti es: * Provide all aspects of support to the Firm, its Partners and offices with regard to the New Business Intake (NBI) process * 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 (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, are tracked and recorded accordingly * Engage and collaborate with team members through the presentation of ideas and recommendation s 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: * A bachelor's degree or previous experience in a client on-boarding role * Excellent written and spoken English communication skills * Excellent working knowledge of Microsoft PowerPoint, Word, Excel and online research tools * Able to make effective, accurate decisions, judgement calls and reliable recommendation s with support from team members and Management, where necessary * Professionalis m and the ability to influence in a positive manner * Excellent interpersonal skills with a positive customer service-orient ed attitude * Able 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 * Able to leverage consultant resources and utilize information appropriately * Exceptional problem solving, critical thinking, and analytical skills * Able 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 * Flexibility to work a reasonable shifting schedule is required Reports to: Team Lead, Intake Position type: Center Services Development framework: Business Support

Baker McKenzie empowers clients to compete in the global economy. We provide comprehensive and practical legal advice that cuts through complexity with clear, actionable guidance. Our people represent diverse cultures and jurisdictions, combining local know-how with international expertise to ensure your business thrives across borders .

Baker McKenzie is an Equal Opportunity Employer. We are committed to promoting diversity and inclusion for all. Our unique international culture is reflected in the drawing together of a worldwide family of individuals from diverse cultures and backgrounds in all of our offices. We encourage the best people - regardless of race, religion or belief if any, gender, gender identity, disability, sexual orientation or age - to fulfill their professional aspirations with us. We are committed to ensuring an inclusive and accessible experience for all candidates.