Not currently receiving applications. For agency users and internal applicant, please login, or register.
Job Title
Client Intake/Compliance Coordinator
Job Location
Kansas City
Job Type
Business Services
Country/Territory
United States
Region
The Americas
Description
The Firm's U.S. Working Capital seeks an energetic and enthusiastic
experienced client intake/compliance coordinator who seeks to be
efficient and effective in a fast-paced environment.
Clyde & Co shifted to virtual work for the majority of our
lawyers and business services team with the global outbreak of
Covid-19. This precaution was taken to help protect our people,
clients and communities. It is likely that this role will start
virtually while the firm continues to evaluate the situation.
Primary Responsibilities
Specific responsibilities include, but are not limited to:
Monitor the daily status of new matters by completing the
necessary billing setups, including the review of client billing
guidelines, invoice delivery method (i.e. ebilled, paper, email),
and ensure all necessary billing fields have been populated for
successful pro-forma/invoice generation.
Regular and detailed review of billing rates at the client and
matter levels; familiarity of client rate agreements to help ensure
correct rates are applied at matter setup.
Create and modify bill groups to include addresses and contacts;
assist with creating matter plans; set-up and modify split billing set-ups.
Assist with reviewing all Outside Counsel Guidelines for
compliance in order to implement client requirements, including cost
expense constraints and electronic billing standards.
Administrative client, matter and timekeeper file maintenance,
including, closing files, mass edits revaluing of time, generate ad
hoc reports, and complete all daily reporting tasks upon request.
Observe confidentiality of client matters in accordance with
applicable laws and firm policy
Other responsibilities and duties as they arise.
Qualifications
A Bachelor's degree or equivalent experience required; preferred
degree in Accounting, Finance, or Business.
2+ years' experience in a law firm billing department or
comparable industry
An understanding of billing rate hierarchy and client/matter maintenance
Experience with Elite 3E or Aderrant software preferred, but not required
Demonstrated understanding of complex billing arrangements and AFA's
Advanced proficiency with Microsoft Excel and Microsoft Office products.
Excellent written and verbal communication and interpersonal
skills, and an ability to establish and maintain relationships with
partners, attorneys, finance staff, clients, brokers and other third
party vendors.
Must be flexible for overtime, including evenings and weekends,
when necessary
-Principals Only-
We offer a rewarding work environment that supports professional
growth and opportunities. We value diversity in our work place and
it is the policy of the Firm to recruit, hire, promote, reassign,
compensate and train highly qualified persons without regard to
race, color, sex, sexual orientation, gender identity or expression,
religion, national origin, age, disability or any other basis
protected by applicable law.
CLYDE & CO PRIVACY NOTICE: https://www.clydeco.com/help/privacy