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 support the attorneys globally through file updates and client credit decisions. A crucial aspect of the role is the daily application of the client credit manual, including clerical tasks.
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 per 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
- Analyse and process financial sharing agreements between attorneys, such as Rules 9, 10, and 12, per the B&M Client Credit Rules
- In SharePoint, publish Semi-Monthly Arrangement Reports on our BakerWorld page promptly
- Compose clear and concise questionnaires for BM attorneys to complete. The Client Credit Analyst is expected to apply their professional business writing experience
- Process original determinations for elementary-level client credit claims per 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. Ultimately the Junior Analyst will decide on the client credit ownership and prepare a well-written determination memorandum
- Perform other duties as may be assigned
Skills and Experience:
- Bachelor's degree required
- Experience in business analysis or functional support
- Law firm support staff or finance experience preferred
- Technical Skills: Microsoft Office suite of products, including Outlook, Word, and Excel (i.e. sorting, pivot tables, and basic formulas)
- Excellent English verbal and written 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 are essential to meet deadlines
- Ability to produce quality results under significant time constraints
- Exceptional ability to work and produce results within a group as well as individually
- Willingness to do what is necessary to complete assigned tasks
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