Client Maintenance Specialist
New
USFull-TimeMiddle
Salary not disclosed
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Job Details
- Experience
- At least 1 year of relevant work experience
- Required Skills
- Analytical SkillsMicrosoft OfficeAttention to detailTime ManagementData entry
Requirements
- Bachelor’s degree or equivalent professional experience preferred
- At least 1 year of relevant work experience, preferably in a law firm, finance, or accounting environment
- Strong attention to detail with excellent organizational and time-management skills
- Ability to work effectively under pressure and manage multiple deadlines simultaneously
- Strong analytical and problem-solving skills with the ability to work independently
- Excellent written and verbal communication skills with a professional and collaborative approach
- Comfortable working in fast-paced environments with shifting priorities
- Ability to handle confidential and sensitive information with discretion
- Strong computer skills, including proficiency in Microsoft Office and Windows-based applications
- Quick learner with the ability to adapt to new systems and software tools
Responsibilities
- Create and maintain client and matter records within practice management systems while following firm protocols and naming conventions
- Update billing information including addresses, contacts, invoice preferences, rate structures, and client-specific agreements
- Manage matter lifecycle updates such as opening, closing, and status changes with appropriate documentation
- Input and maintain billing notes, matter plans, and special client instructions to support accurate processing
- Administer rate changes, fee structures, and alternative billing arrangements in line with contractual requirements
- Coordinate with billing and eBilling teams to resolve discrepancies and ensure alignment with external vendor requirements
- Track and maintain outside counsel guidelines (OCGs) and billing restrictions within system records
- Ensure all client billing instructions are properly documented and consistently applied across systems
- Support data integrity initiatives and contribute to operational improvements where needed
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