Client Account Specialist

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Client Account Specialist
The candidate ensures proper and accurate client account set up for billing, collection arrangements, and inventory management of assigned client portfolios. Develops strong collaborative relationships with attorneys throughout full cycle of client invoicing and collections. Guarantees client services and satisfaction are attained in all areas of position. Responsible for complete ownership of the billing and collections cycle for designated portfolios of client matters. Establishes, fosters, and maintains professional and collaborative relationships with attorneys, business services personnel, and clients to ensure compliance with both attorney and client specifications; Manages all billing and collections processes from engagement to collections with tact, diplomacy, and effective negotiation skills. Reviews rates for accuracy, ensures fee arrangement is in line with the client’s outside counsel guidelines, monitors fee caps, tier discounts and matter budgets; escalates where potential issues might occur (delayed billings, exceeding fee cap, etc.). Manages proforma to final bill process; ensures that the Matter Supervising Partners (“MSP”) receive accurate proformas and that they return their proformas in a timely manner. Submits finalized bills/e-Bills in appropriate template format, adhering to attorney and client specifications. Ensures final bills have been submitted to the client and are posted in the finance system. Collaborates with the e-Billing Team regarding new client and matter e-Billing set-ups. Collaborates with Client Maintenance Team to update appropriate fields, according to client billing guidelines. Submits invoices electronically, taking accountability for successful submission and troubleshooting issues. Proactively follows-up regarding acceptance and timely payment of e-Bills. Communicates directly with clients as requested or as established, including following-up on e-billing collections and contacting clients as needed. Concisely communicates arrangements with MSP’s and clients regarding their matters; provides clients with requested information on any special billing and or collection arrangements. Responds to all inquiries relating to same. Responds to inquiries relating to accruals, billing and payment information; Recommends solutions based on billing trends relating to realization; Prepares ad hoc reports upon request. Prepares effective monthly billing and collections forecasts for assigned portfolio. Maintains updated proforma status report; ensures the system reflects the current status for all proformas. Establishes effective back-up support processes (cross-training and knowledge transfer) to ensure seamless support for all portfolio matters; ensures adequate coverage when out of the office; communicates to co-workers and attorneys ahead of time; sets out-of-office messages. Participates in continuous improvement of processes for own portfolio and for the Client Account Specialist group as a whole; Offers constructive recommendations and solutions; Proposes streamlined processes; actively solves problems. All members of the firm participate in the Global Citizenship program. Other duties as assigned. Bachelor’s degree in Accounting, Finance or Business discipline is preferred. Should have 3+ years of dedicated specialized billing, collections or account management experience. Hands-on experience performing complex accounting analysis is required. Spanish skills are preferred.

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