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Job Title
Client Intake/Compliance Coordinator
Job Location
Kansas City
Job Type
Business Services
Country/Territory
United States
Region
The Americas
Description
A Few Words About Clyde & Co
Clyde & Co is a global law firm with a pioneering heritage and a
resolute focus on its core sectors of aviation, energy,
infrastructure, insurance, marine, and trade. With over 1,500 lawyers
operating from 50 offices and associated offices across six
continents, the firm advises insurers, corporations, financial
institutions, private individuals, and governments.
The Firm's Kansas City Office seeks an
energetic and enthusiastic experienced client intake/compliance
coordinator who seeks to be efficient and effective in a fast-paced environment.
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 in all Firm and client matters.
Other responsibilities and duties as they arise.
Qualifications
A Bachelor's degree or equivalent
experience required; degree preferably in Accounting 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 software
helpful, but not critical.
Demonstrated understanding of complex billing.
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 when necessary.
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.
Clyde & Co US LLP is committed to protecting the health and
well-being of our employees and partners, their families, and
members of our community against COVID-19. Accordingly, we require
all partners and employees based in the United States to be fully
vaccinated against COVID-19 to enter the Firm's office, unless they
have been granted a reasonable accommodation based on documented
medical or religious grounds. Offers of employment will be
conditioned upon applicants presenting proof of full COVID-19
vaccination unless exempted by the firm based on medical or
religious grounds.
-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