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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