Senior Client Account Specialist

We are seeking a Senior Client Account Specialist to strengthen our EME Client Accounting Team.

Reporting to the Client Account Manager, the Senior Client Account Specialist is responsible for successful execution of the billing and collection strategy for their assigned partners or office/practice groups in conjunction with firm best practices as well as in accordance with client requirements. 

Core Functional Responsibilities

  • Drive the billing and collection process to ensure accurate and timely invoicing and payment of clients for assigned partners, practice groups, and/or offices.
  • Monitor assigned partner’s monthly aging AR reports and take appropriate action to ensure each invoice is paid on time and in full; direct teams to follow-up on underpayments and help with resolution, as needed.
  • Update key finance reports daily, to ensure timely and quality reporting for Senior Management.
  • Successful handling of more complex billing and ensuring timely and accurate billing and collections process.
  • Follow-up with partners and escalate any billing or collection issues or delays.
  • Respond to billing and AR inquiries Preparation of bills including narrative descriptions, transfers and on account applications, with high attention to detail.
  • Interpret, advise and influence your assigned partners by reviewing their SOE, understanding the billing arrangement and billing frequency of each matter and client.
  • Obtain and review/understand Engagement letters and Outside Counsel Guidelines so you can support adherence to these client requirements.  Review timekeeper diaries and costs to ensure compliance with client outside counsel guidelines
  • Collaborate with internal clients and other finance teams, such as Pricing Operations and ebilling, to ensure accurate client invoices, submission requirements, and reporting.
  • Coordinate and lead UBT/AR meetings with your assigned partners regularly.
  • Monitor bill processing status and perform necessary follow up.
  • Ensure successful submission of E-Billing thru Billblast or directly through the clients 3rd party E-Billing vendor.
  • Collaborate with the Client Account and Revenue Operations teams to develop efficiencies in the billing process.
  • Support the Client Account Managers and Advisors, as needed, with all aspects of day to day operations of the client accounting team in accordance with Firm Policies and procedures. 
  • Take part in ad hoc client analysis projects as requested and handle a portfolio of  complex matters; special projects, as assigned.

Desired skills and competencies:

  • Bachelor’s degree in Finance, Business Administration, or related fields or equivalent level professional qualification.
  • 4-5 years of relevant billing and client relationship experience is required, preferably at a professional service organization or law firm.
  • Proficiency with Excel and Word is a must, knowledge of Aderant is advantageous.
  • Excellent writing, organizational, interpersonal and communication skills.
  • Full professional fluency in English is required. Working knowledge of German is a plus.
  • Strong listening skills and ability to communicate complex information simply and clearly.
  • Detail-oriented with thorough knowledge of billing and collections processes, technical billing and client service skills, ability to investigate issues and errors.
  • Ability to work effectively in a collaborative, consensus-driven, partnership environment with other highly skilled professionals.
  • Demonstrates strong customer service for both internal and external clients
  • Able to work independently and make informed judgments and decisions; possesses professional maturity to know when to escalate issues that have a financial impact on the firm.
  • Has the ability to anticipate clients’ needs and future requests based on trends.
  • Proactively seeks ways to make improvements.
  • Exhibits leadership characteristics and displays sound work ethic.
  • Acts as a role model and subject matter expert to the junior staff.

If you are looking for a position in an international environment where collegiality, integrity, excellence, passion and going the extra mile are the core values, then please send your cover letter and CV to BruAdminRecruit@cgsh.com.