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Client Account

5 months ago

San Diego, United States Consultative Search Group Full time
Job DescriptionJob Description

About the Role

The Client Account & Billing Liaison is an integral part of our client's Accounting team. This role will be responsible for coordinating and performing all activities related to the billing process, and providing follow-up support to billing attorneys, billing secretaries, practice office staff, and clients in all aspects related to billing, while preparing and analyzing complex client billing, as well as ensuring all client guidelines, internal protocol, and firm's guidelines are followed and enforced. This role will be located in our San Diego office. Please note that this role may be eligible for a flexible working schedule that allows for a hybrid and in-office presence.

Responsibilities & Qualifications

Other key responsibilities include:

  • Acting as liaison between billing attorney/secretarial staff, practice office billing staff, and clients' staff by providing expert level subject matter support; responding to internal and external inquiries in a timely manner
  • Communicating with customers to ensure their request from the billing staff is being met; updating customers on status of tasks and/or projects; acting as liaison with GSO teams by providing local level logistical and technical support
  • Acting as liaison with local Finance Committee member in support of Finance Committee objectives; ensuring preparation and participation in quarterly Finance Committee calls and facilitating any actionable next steps resulting from calls
  • Acting as liaison with eBilling team; ensuring corrective action is in place for future submissions
  • Providing accurate and timely completion of assignments and inquiry responses; ensuring that all tasks and duties completed are done within the firm's set guidelines and policies

We'd love to hear from you if you:

  • Demonstrate well-developed and professional interpersonal skills, as well as the ability to interact effectively with people at all organizational levels of the firm
  • Possess the ability to work in a team environment with a customer service focus
  • Display thorough knowledge of bookkeeping procedures such as posting, balancing, debits and credits, and journal entries

And have:

  • A Bachelor's degree, preferably in Accounting or a related field
  • A minimum of four (4) years' experience in general accounting practices and in areas involving billing processes and practices
  • Prior experience with Elite Enterprise or 3E Billing system
  • Prior Law firm experience is a plus, but open to other professional industries.