Description

The Client Credit Analyst will accurately research, analyse, and finalize client credit claims across all Member Firms. Client Credit is a rewards program for BM attorneys. Ultimately, the Client Credit Analyst will be required to make financial decisions regarding the attorneys' efforts in attracting new work to the firm.
 
Responsibilities:

  • Research and analyse claims in order to determine the appropriate compensation rate to be paid to the claimant (i.e. Baker attorney). The decision-making processes must be performed in accordance with the BM Client Credit Rules, Interpretations and Procedures  
  • 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
  • Provide assistance 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. The Client Credit Analyst is expected to apply their professional business writing experience (i.e. proper tense, grammar, and punctuation)
  • Follow up with CCA on any outstanding or pressing claims
  • Coordinate with local office Client Credit personnel, attorneys and CCA personnel (where appropriate) with regard to client credit instructions, requirements and status
  • Monitor incoming work assignments, ensuring that all assigned tasks are completed within the agreed turnaround time and reflect a very high quality of output
  • Perform other duties as may be assigned

Skills and Experience:

  • Bachelor's degree
  • Some demonstrable finance experience in a professional services environment preferred Law firm accounting or billing experience preferred
  • Knowledge on Microsoft Office suite of products, including Word, Excel and Outlook; Intapp Open; Conflict Search Tool
  • Excellent English communication skills (verbal and written) Technical/computer skills
  • Collaborative team player with ability to also work with minimal supervision and take initiative
  • Keen attention to detail and effective organizational skills
  • Effective time management ability and prioritization essential to meet deadlines 
  • Ability to establish and maintain effective working relationships which means responding to emails before close of business day
  • Ability to think analytically
  • Ability to produce quality results under significant time constraints
  • Exceptional ability to work and produce results within a group as well as individually
  • Willingness to do what is necessary to complete assigned tasks

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