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Baker McKenzie · 3 weeks ago

Analyst, New Business Intake (NBI)

Tampa, FL

Full-time

Onsite

New Grad, Entry Level

Baker McKenzie is seeking a New Business Intake Analyst to assist in providing efficient service to Firm Partners in opening new matters for client registrations. The role involves reviewing new client information, ensuring compliance with ethical obligations, and conducting investigations to identify potential conflicts of interest.

AdviceConsultingFinancial ServicesLegalProfessional ServicesReal Estate

H1B Sponsor Likely

Responsibilities

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 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 recommendations regarding best practice, continuous improvement, departmental processes, policies and procedures

Provide support and assistance on important team projects and initiatives, when required

Qualification

Client onboarding experienceOnline research toolsMicrosoft Office SuiteAnalytical skillsProblem-solving skillsProfessionalismInterpersonal skillsTime managementCommunication skillsCollaboration skills

Required

A bachelor's degree or previous experience in a client onboarding role

Excellent English language skills (written, oral)

Excellent working knowledge of Microsoft PowerPoint, Word, Excel and online research tools

Able 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

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

Flexible to work a reasonable shift schedule is required

Company

Baker McKenzie

Glassdoor3.9

Baker McKenzie empowers clients to compete in the global economy.

Founded in 1949

Chicago, Illinois, USA

10001+ employees

http://www.bakermckenzie.com/

H1B Sponsorship

Baker McKenzie has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (10)

2024 (10)

2023 (9)

2022 (5)

2021 (15)

2020 (20)