Description
The Client Credit Analyst will accurately research, analyze, and finalize client credit claims across all Member Firms. Client Credit is a rewards program for Baker McKenzie attorneys. Ultimately, the role holder will be required to make financial decisions regarding the attorneys' efforts in attracting new work to the firm.
Responsibilities:
- Research and analyze claims to determine the appropriate compensation rate to be paid to the claimant (i.e. BM attorney). The decision-making processes must be performed per the BM Client Credit Rules, Interpretations, and Procedures
- Assist in evaluating complex situations using multiple sources of information, exercising good analytical skills, and evaluating judgment based on analyzing factual and qualitative information in complicated and/or novel situations
- Develop a firm understanding of the BM Client Credit Rules, Interpretations, and Procedures. Remote training sessions and a thorough study of the client credit manual will be required
- Learn to navigate the various client credit databases, SAP software, and Intapp Open (client intake system)
- Update internal reports on the corporate structure of BM clients. This will require online research with the aid of Dun & Bradstreet
- Assist in filing client credit claims, including preparation of required documentation in compliance with the Client Credit Rules for submission to Client Credit Administration (CCA)
- Compose clear and concise questionnaires for BM attorneys to complete; expected to apply their professional business writing experience (i.e. proper tense, grammar, and punctuation)
- Follow up with the CCA Manager on any outstanding or pressing claims.
- Monitor incoming work assignments, ensuring that all assigned tasks are completed within the agreed turnaround time and reflect a very high quality of output.
- Work independently to complete assigned tasks and responsibilities to meet agreed objectives
- Perform other duties as may be assigned
Skills and Experience:
- Bachelor's degree required
- Some demonstrable finance experience (including decision-making) in a professional services environment required
- Financial experience within the legal industry preferred
- Excellent English verbal and written communication skills
- Must be a strong reader that makes logical conclusions
- Strong problem-solving and analytical skills
- Technical Skills: Microsoft Office suite of products, including Outlook, Word, and Excel (i.e. sorting, pivot tables, and basic formulas)
- Interpersonal Skills: liaise with people at all levels of the firm
- Must have the confidence to escalate concerns, ask questions, and issue tough decisions (diplomatically)
- Collaborative team player that offers follow-ups through their initiative
- Effective time management; must successfully adapt to changing priorities and work demands
- Able to produce quality results under significant time constraints with minimal supervision
- Able to analyze data across the business to make informed decisions
- Keen attention to detail and effective organizational skills