Explore Analyst, New Business Intake jobs and discover a pivotal career at the intersection of risk management, compliance, and client operations, primarily within professional services firms like law firms, consultancies, and financial institutions. Professionals in this role are the critical gatekeepers responsible for the end-to-end process of onboarding new clients and initiating new projects or matters. Their core mission is to ensure that every new engagement aligns with stringent ethical standards, legal regulations, and internal firm policies before work commences, thereby protecting the organization from potential risks. A New Business Intake Analyst typically performs a multifaceted set of responsibilities. Central to the role is the diligent review and processing of new client and matter requests submitted through a firm’s intake system. This involves conducting comprehensive due diligence and background checks on prospective clients using various public records, business intelligence databases, and watchlists to identify any financial, reputational, or compliance risks. A significant part of the job is analyzing information to identify potential conflicts of interest, a crucial safeguard in maintaining client confidentiality and professional integrity. These analysts verify that all necessary legal documentation, such as engagement letters and standard terms, is correctly executed and on file. They act as a vital liaison between partners, attorneys, or client-facing professionals and the firm’s risk and compliance department, guiding them through the intake process and ensuring all procedural requirements are met efficiently. The typical skills and requirements for these jobs are both technical and interpersonal. Employers generally seek candidates with a bachelor’s degree and/or relevant experience in compliance, risk, or client onboarding. Exceptional analytical and research skills are paramount, as is meticulous attention to detail. The role demands strong decision-making abilities and sound judgment, often under time-sensitive conditions. Proficiency with standard office software and specialized intake or conflicts database systems is common. Equally important are superb communication and customer service skills, as analysts must explain complex policies and requirements to senior professionals while maintaining a collaborative, solution-oriented approach. Strong organizational capabilities, the ability to manage multiple priorities, and adaptability to evolving procedures are key traits for success in this profession. For those seeking a detail-oriented career that combines investigative work with procedural rigor and client service, Analyst, New Business Intake jobs offer a stable and intellectually challenging path with significant impact on an organization's security and operational excellence.
