The Client Relations Coordinator (CRC) is the subject matter expert regarding their attorneys’ portfolios and the primary point of contact for assigned attorneys and their clients as it relates to receivables. This requires an understanding of their attorneys’ clients including billing arrangements, rates, payment terms and client guidelines.
The (CRC) job requires excellent time management and organizational skills.
Duties and Responsibilities:
Responsibilities include but are not limited to:
- Serve as a primary point of contact for all attorney inquiries, ensuring that all requests are addressed timely and escalated when appropriate
- Regularly scheduled meetings with assigned attorneys
- Aged inventory review and resolution
- Collection of outstanding invoices for assigned attorneys including ebilling invoices
- Follow up with assigned attorneys regarding timely submission of pre-bills
- Update notes regarding billing and payment status for management review
- Unallocated Funds applications and resolution
- Assist the Cash Department in identifying funds and provide application instructions
- Monitor new clients for billing and payment status
- Year-end anticipated collections tracking and follow up
- Reassignment, closing and follow up of matters for departed attorneys
- Assist manager with special projects as needed
- Clear concise communication to work effectively as a team with all members of the accounting department
- Provide inventory accruals to clients as requested
- Other duties as assigned.
Requirements:
- Bachelor’s degree in Business, Accounting, or Finance or 3+ years of applicable experience
- Proficiency in MS Office including Excel
- Strong analytical skills
- Must be highly organized and able to handle multiple tasks efficiently
- Excellent interpersonal and communication skills with the ability to communicate clearly and concisely with management, clients, and partners
- Ability to adapt to cyclical periods, peak workloads, new assignments and work independently to meet deadlines
- Must have flexibility to work outside scheduled hours as required
Preferred Qualifications:
- Advanced Aderant, and Outlook knowledge preferred.