The Client Credit Junior Analyst will manage the growing demand for client credit revisions (i.e. matter re-assignment requests), reporting, and timely determinations. The role-holder will be supporting the attorneys globally through file updates and client credit decisions; the daily application of the client credit manual, including clerical tasks, is a crucial aspect of the role.
Main responsibilities:
- Develop a firm understanding of the BM Client Credit Rules, Interpretations and Procedures; training sessions and a thorough study of the client credit manual will be required
- File pertinent communications from the Client Credit Administration Outlook mailbox to our internal database, OnBase
- Fulfil matter re-assignment requests from attorneys in accordance with the B&M Client Credit Rules, Interpretations and Procedures; this will require a thorough review of the scope of work and fees before entering data into our rewards system software, CCOasys, communications regarding re-assignment requests must be properly archived in OnBase
- Update internal reports on the corporate structure of BM clients; this will require online research with the aid of Hoovers Dun & Bradstreet
- Manage requests for files, reports, or status updates from attorneys and the Retired Partner Representative
- Analyze and process financial sharing agreements between attorneys, such as Rule 9, 10 and 12, in accordance with the B&M Client Credit Rules
- Publish Semi-Monthly Arrangement Reports on our BakerWorld page in a timely fashion in SharePoint
- Compose clear and concise questionnaires for BM attorneys to complete, professional business writing experience is expected
- Process original determinations for elementary level client credit claims in accordance with the BM Client Credit Rules, Interpretations, and Procedures. Elementary claims cover Rules 2, 7, and 3 (i.e. new clients, recently hired attorneys, and failure to respond determinations respectively); the claims process involves research, analysis, and formal business writing
- Decide the client credit ownership and prepare a well written determination memorandum
- Perform other duties as may be assigned
Skills and Experience:
- A bachelor's degree required
- Experience in business analysis or functional support
- Law firm support staff or finance experience preferred
- Proficient in using Outlook, Word, Excel (i.e. sorting, pivot tables, and basic formulas)
- Excellent written and spoken English communication skills
- Must be an exceptional reader
- Independent thinking and very light supervision is required
- Strong problem-solving and analytical skills
- Collaborative team player that's willing and able to take initiative
- Keen attention to detail and effective organizational skills
- Effective time management ability and prioritization essential to meet deadlines
- Able to produce quality results under significant time constraints
- Able to work and produce results within a group as well as individually
- Willing to do what is necessary to complete assigned tasks
