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 
  • Ability to produce quality results under significant time constraints with minimal supervision
  • Ability to analyze data across the business to make informed decisions