Manager, New Business Intake - #1703239

TheIntake Manager, New Business Intake (NBI) willeffectively manage the Intake team and operations, providing an efficient and effective service to In-Market personnel, including Firm Partners and offices, when opening new matters for new and existing client registrations. The role-holder will guide Partners to ensure compliance with ethical and legal duties to avoid conflicts of interest and to meet professional responsibility obligations. They will manage the Belfast Intake team, ensuring all team members perform to the highest level and adhere to the Firm and NBI policies and procedures.

Baker McKenzie is the world’s leading law firm with offices all over the world. Our Belfast Centre is home to over 400 colleagues in both legal and professional services.

We 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 us one of the most desirable companies to work for in Belfast.

We are committed to promoting inclusion, diversity, and equity for all and are confident we can provide a career as individual and as exceptional as you.

Responsibilities:

• Service delivery for Intake in the Center, ensuring high-quality output from the Center team


• Develop work management strategies in partnership with the Intake Service Owner, ensuring SLAs and KPIs are maintained, trends identified, and volumes effectively managed


• Leverage dashboards and available reporting to maintain daily oversight of requests, measure analyst productivity, assess quality in line with the quality framework and develop required actions based on findings


• Be directly involved in the teams' operations and lead by example


• Provide expert advice and support to the Firm Partners and offices concerning the New Business Intake process and conflict of interest analysis, to ensure that the Firm does not accept unworthy clients and that Partners meet their ethical and compliance obligations


• Review of New Business Intake Requests (NBIRs), Linked Matter Requests (LMRs) and Maintenance Requests for accuracy and completeness, and guide the team and in-market personnel on matter intake requirements, process and items requiring escalation


• Understand the Outside Counsel Guidelines process and collaborate with relevant Subject Matter Experts and team members responsible for the service


• Provision of advice, mentoring and training on compliance with relevant laws, including Anti-Terrorist Financing/Anti-Money Laundering/Know Your Client issues, NBI and Firm policies and procedures


• Work with the Service Owner and Intake management peers to implement quality checks and ensure all team members receive constructive feedback, with a view to continuous improvement and excellent service delivery


• Monitor office right-first-time rates to identify issues, trends, or training needs, providing feedback to the Service Owner to allow for follow-up engagement to mitigate risk and quality issues


• Support and contribute towards change management efforts where necessary, for example, policy, business, and/or technology changes or updates


• Performance Management responsibilities are a key aspect of the role; hold regular one-to-one meetings with team members and be responsible for performance planning and management; work with peers and the Service Owner to ensure objectives, benchmarks and performance expectations are aligned across the department and are consistently applied


• Responsible for the training and development of their team


• Support the team Analysts, Senior Analysts, Specialists and Supervisors in their roles and drive departmental performance and success through technical and critical skills training; identify training needs and work with all levels to ensure they have the training and support required to perform competently in their roles


• Responsible for personnel and administrative matters, including but not limited to resourcing, recruitment, overtime, attendance and staff training; coordinate assignments, compile and develop operational reporting and other administrative duties


• Collaborate with Management counterparts across other Centers to deliver team projects and initiatives that are aligned with and contribute towards departmental objectives

Skills and Experience:

• Some experience of working in a professional services environment with a focus on client onboarding, compliance, Risk or AML/KYC;


• Proven Management experience, including management of individuals at the Team Lead/Supervisor level;


• Knowledge and experience of Conflicts of Interest is preferable


• Expert in performing detailed analysis in a financial or law-related institution


• Knowledge of U.S. Anti-Terrorist Financing/AML/KYC and OFAC experience is preferable


• Exceptional problem-solving, critical thinking, and analytical skills


• Excellent time management and organizational skills


• Proven ability to multi-task and work well under pressure, prioritize workloads and work to tight deadlines


• Highly self-motivated and proactive approach