Senior Business Operations Manager
hace 3 días
At Baasi, we are seeking a highly skilled Senior Business Operations Manager to join our team. As the Lead New Business Onboarding Specialist, you will play a critical role in ensuring the seamless onboarding of new clients and matters.
About the RoleThe successful candidate will be responsible for supporting the Service Owner of Intake to effectively supervise the New Business Intake (NBI) team and operations in the organization. Key responsibilities include:
- Providing support to the Firm, Partners, and offices regarding the new business intake process and conflict of interest analysis.
- Reviewing New Business Intake Requests (NBIRs) and Linked Matter Requests (LMRs) for accuracy and completeness.
- Ensuring compliance with Firm guidelines and adherence to the Firm's guidelines on timely registration of clients and matters.
- Applying Standard Terms of Engagement to all client engagements and tracking exceptions accordingly.
- Collaborating with relevant Subject Matter Experts and team members responsible for the service.
- Bachelor's Degree.
- Experience working in a professional services environment with a focus on client onboarding, conflict analysis, compliance, Risk, or AML/KYC.
- Supervisory experience.
- Excellent English language skills (written, oral).
- Expertise in performing detailed analysis in a financial or law-related institution.
Baasi is a leading provider of professional services. We offer a dynamic and supportive work environment that encourages continuous learning and growth.
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