Client Operations Specialist
NEW YORK-10002, NY, US
08/06/2020
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Required Skills
Company
Infinity Consulting Solutions, Inc
Experience
3 to 5 Year(s)
Job Description
Client Operations Specialist
This is a high profile role within the Firm, and will require daily interactions with partners and clients.
Consequently, a high level of personal confidence and professionalism is required.
Responsibilities will include, but are not limited to:
Gain the respect and confidence of partners that client relationships will be appropriately executed by demonstrating professionalism, responsiveness and a strong work ethic
Interface with client accounts payable departments (or other designated representatives) in a manner that demonstrates professionalism in keeping with the Firm's values and commitment to client service
Prepare and review monthly draft bills to include addressing billing discrepancies in advance of partner review; discussing and implementing any changes; obtaining billing authorization from the partner; and ensuring consistent adherence to client-specific guidelines
Respond to all queries regarding time entry and/or billing; proactively contact timekeepers to review time entry protocols
Obtain third party/vendor expense back-up, and redact all client and personal information not relevant to the matter
Participate in the collections process, resolving delinquent accounts in a timely manner according to Firm policy and escalating appropriately to Firm's management
Conduct client reviews verifying client/matter arrangement and information in management and reporting system
Administer client engagement letter process, confirming letters adhere to the Firm's standard, are issued on a timely basis, are properly signed with all appropriate schedules included, and are returned by the client
Provide timely information on billing and collections
Maintain records in accordance with applicable laws and Firm policy
Qualifications:
Undergraduate degree required; some exposure to finance or accounting preferred
A minimum of 3-5 years in a related field, preferably service industry client operations
Strong attention to detail and organization skills
Ability to efficiently execute, review and organize a high-volume of client case activity
Excellent interpersonal and client service skills
Strong technical skills in Microsoft Excel
Experience dealing with demanding clients, whether internal or external to the organization
A demonstrated ability to consistently multi-task and meet multiple deadlines
Understanding and delivery of an effective control environment
Strong communication, presentation and negotiation skills
Strong analytical and process skills
Ability to work independently as well as within a team
Ability to effectively interact with personnel across different functions and levels of the organization
Prior law firm billing experience a plus.
Knowledge of Elite and/or Aderant a plus
Understanding of flat fee billing a plus
Understanding of electronic billing a plus#indeedics1
Client Service Associate
Business Services
No Preference
FullTime Job
Other
1
Candidate Requirements
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Bachelors
Walkin Information
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8/5/2020
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Recruiter Details
Doug Klares
1350 Broadway, Suite 2205,
NEW YORK-10018, NY
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