The New Business Intake Analyst will assist in providing an efficient and effective service to Firm Partners... responsibilities: Provide all aspects of support to the Firm, its Partners and offices about the New Business Intake (NBI) process...
The New Business Intake Analyst will assist in providing an efficient and effective service to Firm Partners... Responsibilities: Provide all aspects of support to the Firm, its Partners, and offices about the New Business Intake (NBI) process...
necessary by jurisdictional guidelines, to facilitate New Business Intake (NBI) while protecting client relationships and the...The Analyst, Conflicts Management (NBI) will assist in providing an efficient and effective service to the Firm...
The New Business Intake Analyst will assist in providing an efficient and effective service to Firm Partners... responsibilities: Provide all aspects of support to the Firm, its Partners and offices about the New Business Intake (NBI) process...
by jurisdictional guidelines, to facilitate New Business Intake (NBI) while protecting client relationships and the Firm's business...The Analyst, Conflicts Management will assist in providing an efficient and effective service to the Firm's Partners...
by applying a strong working knowledge of the Firm’s new business intake processes, records management practices, and electronic... reports in response to firm-wide requests, and works alongside the New Business Intake Coordinator to support time-sensitive...
about the AML/KYC function within New Business Intake (NBI) Diligently review and assess the AML and reputational risks... associated with all new client and matter requests submitted via the Firm’s intake system (Intapp) to perform KYC/CDD Perform...