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New Business Acquisition Analyst
1 week ago
We are seeking a highly motivated and organized individual to join our team as a New Business Intake Analyst. In this role, you will play a vital part in supporting Firm Partners and offices by facilitating efficient and effective new business intake processes. If you have a passion for delivering exceptional results, building strong relationships, and driving growth and success, we encourage you to apply.
Main Responsibilities:- Ensure seamless client onboarding experiences by reviewing client information, identifying potential conflicts of interest, and verifying compliance with Firm policies and procedures.
- Collaborate with team members to develop and implement best practices, improve departmental processes, and contribute to continuous improvement initiatives.
- Conduct thorough research on prospective clients using online databases and public domain searches to identify high-risk findings and communicate them to NBI Management and the Risk and Compliance team.
- Develop and maintain accurate and up-to-date records of client information, including Standard Terms of Engagement.
- Provide exceptional support to Firm Partners and offices by facilitating efficient and effective new business intake processes.
- Bachelor's degree or equivalent experience in a client-facing role.
- Excellent communication, problem-solving, and analytical skills.
- Able to work effectively in a team environment and build strong relationships with colleagues and stakeholders.
- Strong attention to detail, organizational skills, and ability to prioritize tasks efficiently.
- Proficient in Microsoft Office applications and online research tools.