Client Intake & Rates Coordinator

Description

Client Intake & Rates Coordinator

Overview

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, enthusiastic and experienced Client Intake & Rates Coordinator who seeks to be efficient and effective in a fast-paced environment.

Main 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.
• 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.
• Maintain shared inbox by providing and organizing prompt responses to requests for rate information and billing setup changes.
• Implement and maintain charge-out rates as agreed by legal and pricing teams.
• Observe confidentiality in all Firm and client matters.
• Other responsibilities and duties as they arise.
  
  
  

Experience & Skills:

• A bachelor's degree or equivalent experience required; degree preferably in Accounting or Business.
• 1-3 years of experience in a law firm finance department or comparable industry is required.
• Experience with Elite 3E financial software is required.
• An understanding of billing rate hierarchy and client/matter maintenance.
• 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 to work overtime when necessary.
  
  
  

The Firm

Clyde & Co is a leading global law firm, helping organisations successfully navigate risk and maximise opportunity in the sectors that underpin global trade and commercial activity and enable global prosperity, namely: insurance, aviation, marine, construction, energy, trade and natural resources. Globally integrated, Clyde & Co offers a comprehensive range of contentious and non-contentious legal services and commercially-minded legal advice to businesses operating across the world. It is committed to operating in a responsible way by progressing towards a diverse and inclusive workforce that reflects the communities and clients it serves and provides an environment in which everyone can realise their potential, using its legal and professional skills to support its communities through pro bono work, volunteering and charitable partnerships, and minimising the impact it has on the environment including through a commitment to the SBTi Net-Zero standard and the setting of ambitious emissions reduction targets. The firm has 490 partners, 2400 lawyers, 3200 legal professionals and 5500 people overall in nearly 70 offices and associated offices worldwide.

Our Values

Our values are the principles that guide the decisions we make, unite us in our endeavours and strengthen our delivery, for our clients and our firm. We:

• Work as one We are a globally connected team of talented people who act with a firm-first mentality to achieve success
• Excel with clients We aim high and challenge ourselves to deliver unique excellence for our clients, keeping them at the centre of everything we do
• Celebrate difference We help each other to be at our best and believe our differences result in greater achievement
• Act boldly We seek new opportunities, take action and learn as we go, recognising that curiosity drives our development and contributes to growth
  
  
  

Business Services Competencies

Clyde & Co is committed to providing extensive, personal and professional development opportunities for our people enabling them to be highly effective in their current role as well as assisting them to fulfil their career aspirations.

The competencies are used to inform all aspects of Business Services career development. They vary across levels and different business areas and fall under the following areas:

• Strategic thinker with commercial awareness.
• Service oriented: Recognizing internal and external clients and the importance of service delivery.
• Ability to work as part of a team and use own initiative, manage own workload and adapt to changing priorities.
• Adaptable to new systems, procedures, and requirements of role.
• Flexible approach: Willing to assist others in achieving team objectives.
• Confident dealing with senior management and ensuring service levels are adhered to. Well-disciplined and self-motivated.
• Ability to work well under pressure.
• Confident and proactive approach.
• Enthusiastic and positive attitude.
  
  
  

This is the job description as constituted at present; however, the Firm reserves the right to reasonably amend it in accordance with the changing needs of the business.

**Principals only**

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