Billing Coordinator

Billing Coordinator/ Client Relationship Coordinator

Salary: $28-34 per hour - full-time

Location: 2-3 days on-site in New Haven, CT

Responsibilities of Billing Coordinator/Client Relationship Coordinator:
Financial coordination including the monitoring of fees and other key financial metrics, regular updates to clients regarding fees and disbursements, and review of fee-earner narratives to ensure they are consistent with agreed client format
Produce monthly invoices and coordinate production of narratives
Process time entries and address movement requests
Process third party invoices
Improve speed and accuracy of billing practices and cost recovery
Maintain bill trackers throughout the billing process
Transmit invoices and liaise with clients and partners to address invoice related queries
Assist with credit control tasks and debt management
Produce credits and discounts as required
Provide support to the development of fee proposals and matter management frameworks
Complete billing tasks outside of the billing period, which includes ensuring that billable matters are fully opened, transferring time to correct files (on request), checking tax exemption, and that charge out rates and currencies are correct where applicable
Generate regular reports to partners to ensure residual balances are addressed in accordance with all internal and statutory finance rules and regulations
Assist with financial housekeeping, including prompt closure of completed and inactive matters, some aspects of general accounting, and research of financial information
Process New Business Intake (NBI) requests, including obtaining all required information to complete risk based assessments for all new matters
Submit conflict check requests to the Risk team and follow-up any requirements for further information
Identification of Know Your Client requirements with respect to NBIs to include completion of anti-money laundering due diligence process, including requesting and obtaining correct documentation to ensure matters can be opened promptly
Additional responsibilities as assigned

Preferred Experience of Billing Coordinator/Client Relationship Coordinator
A minimum of two years of relevant administrative and/or finance related experience, preferably in a professional services environment
Highly proficient with Microsoft Office Suite
Excellent oral and written communication skills, with the ability to influence others
Detail-oriented, highly organized, and able to multi-task in a fast paced environment
A strong team player who is also able to exercise thoughtful independent judgement
Demonstrated ability to establish and maintain effective relationships with key stakeholders
High School Diploma required, Bachelor's Degree preferred