Description

The Client Credit Specialist, Australia Offshore Finance Team will provide a level of support to the Australian Client Credit Team Manager, Australian Revenue Manager, and the organization in managing the processes of client credit for the Australian offices.

Responsibilities:

  • Assist with tracking new client registrations
  • Assist with the operation of client credit and ensure compliance with regulatory requirements
  • Assist with the review of current procedures and, if necessary, make recommendations for change having regard to regulatory requirements
  • Assist with the assessment of opportunities for client credit claims
  • Prepare client credit claims as directed by the Manager and lodge them on a timely basis
  • Monitor the progress of client credit claims
  • Prepare client credit appeals
  • Assess all client credit determinations, review, and ensure accuracy.
  • Become a point-of-contact for client credit queries
  • Liaise with Partners on client credit issues as directed by the Manager
  • Oversee all administration related to client credit function including but not limited to:
    • scanning documentation
    • maintaining tracking and filing database
    • distribution of correspondence from CCA
  • Prepare monthly client credit fee reports for distribution to partners
  • Extract fee information and individual partner summaries from the Portal and post relevant information on the partner page
  • Preparation of reports as requested by the Finance Director, Client Credit Liaison partner, etc.
  • Maintaining swap spreadsheet and posting and ensuring accuracy before formula distribution
  • Review NBRs for accuracy of client credit information before submission to Client Matter Intake

Skills and Experience:

  • Good experience in a relevant field
  • Good Excel knowledge
  • Consistently demonstrates a positive attitude and approaches, a sense of urgency, a customer focus, and adaptability
  • Demonstrates enthusiasm, dedication, initiative and flexibility
  • Consistently displays initiative by finding their own work and assisting the Manager without instruction
  • Able to perform all role responsibilities in fluent written and spoken English and communicate clearly
  • Able to present information concisely and professionally
  • Can deal with sensitive information in an appropriate manner
  • Excellent time management and organizational skills