Client Account Specialist
2 weeks ago
The Client Account Specialist is responsible for assisting Client Account Managers and Client Account Supervisors in client billing.
This role is 100% remote but must live in DC Metro (VA/DC/MD), Boston Metro, New York City Metro or Chicago Metro areas
Salary dependent on experience and location.
Position Responsibilities:
- Responsible for all billing aspects for designated billing attorneys: distribution, logging, preparation, processing, and mailing of client billing
- Provide prompt and accurate assistance to attorneys, clients and staff in resolving complex billing problems by providing billing analysis/adjustments
- Research all inquiries regarding past and present billing
- Provide guidance and training to new billing attorneys, as necessary
- File and prepare past month's billing for electronic scanning
- Review and summarize engagement letters pertaining to special financial agreements
- Implement and maintain special fee and cost rate structures
- Implement and maintain client and matter database
- All other duties as assigned or required
Skills & Experience
Required:
- After orientation, exhibit proficiency in the Microsoft Office suite, iManage and other firm applications
- Intermediate/advanced Excel skills
- Available to work overtime, as required
- Prior experience with the principles of billing, accounting, billing rates and client maintenance procedures
Preferred:
- Associate or Bachelor’s degree in Accounting, Finance, or similar
- Prior law firm experience
- Previous 3E and electronic billing experience
- 10 key by touch
Competencies
- Ability to successfully maintain and promote attorney and client relations
- Excellent organizational, communication (verbal and listening) and writing skills
- Ability to work independently and under tight deadlines
- Excellent follow-up, accuracy, initiative, and math skills
- Ability to interact and work well with teammates and co-workers
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