Team Lead, New Business Intake (NBI)

Location:

Belfast

Workplace:

Hybrid

The opportunity:

The Team Lead, New Business Intake (NBI) will support the Intake manager in effectively supervising a team of analysts within the New Business Intake (NBI) department. The role-holder should provide an efficient and effective service to In-Market personnel, including Firm Partners and offices, when opening new and existing client registrations and matters. The individual will guide Partners to ensure compliance with ethical and legal duties to avoid conflicts of interest and meet professional responsibility obligations.

They will lead the team in their day-to-day activities, ensuring all team members perform to the highest level and adhere to Firm and NBI policies and procedures. They will support the Intake manager with escalations and queries from stakeholders, undertake quality assurance checks, support training and ongoing learning and development, and coach the team individually to manage career development.

Working at Baker McKenzie:

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:

Provide support to the Firm, Partners, and offices about the new business intake and maintenance processes, mitigating risk exposure of the firm to client onboarding and matter opening

• Supervise members of the New Business Intake Belfast team, including daily assignment of work, ensuring all NBI checks are completed by the team for matter opening and maintenance processes, and coordinating daily handovers with global Center team peers
• Supervise team performance to service KPIs and Service Level agreements, ensuring all requests are reviewed and processed by the team within the agreed 2 business day service level agreement
• Provide feedback on office performance to key in-market stakeholders to ensure the quality of submissions meets the target 95% Right First Time Intake requirements and drive engagement to improve performance where required
• Provision of advice, mentoring, and training on compliance with the Attorney Manual and relevant laws, including Anti-Terrorist Financing/Anti-Money Laundering/Know Your Client issues, NBI, and Firm policies and procedures
• Work with the Manager/Service Owner to implement quality checks and ensure all team members receive constructive feedback, with a view to continuous improvement and excellent service delivery
• Performance Management responsibilities are an important 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 Manager / Service Owner to ensure objectives, benchmarks, and performance expectations are aligned across the team and are consistently applied
• Responsible for the training and development of their team
• Support Analysts in their roles and drive departmental performance and success through technical and critical skills training; identify training needs and work with Analysts 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, overtime planning, attendance monitoring, and staff training; coordinate assignments, review operational reporting, and other administrative duties
• Collaborate with Management and their counterparts across other Centers to deliver team projects and initiatives that are aligned with and contribute towards departmental objectives

Skills and Experience:

Essential:

• A bachelor’s degree
• Some supervisory or people management experience/Operations management experience
• Customer service/client focus experience/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

Desirable:

• Expertise in performing detailed analysis in a financial or law-related institution
• Experience working in a professional services environment with a focus on client onboarding, conflict analysis, compliance, Risk, or AML/KYC
• Knowledge of Anti-Terrorist Financing/AML/KYC and OFAC

Read Full Description