Analyst, Client & Matter Data Assurance

Posted 5 Hours Ago
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New York, NY, USA
In-Office
80K-90K Annually
Entry level
Professional Services
The Role
Manage client and matter data for a law firm, including new matter setup, matter numbering, eBilling configuration, regulatory and billing compliance, record maintenance, and data issue resolution. Support lawyers, assistants, finance, risk, tax, and global intake teams; respond to practice management system inquiries; assist with projects and system enhancements; and identify process improvements while maintaining high accuracy and data quality.
Summary Generated by Built In

The Opportunity

Primary responsibilities:


·       Work closely with the matter team to ensure new transactions are set up optimally to meet both external client and legal requirements and internal reporting/billing requirements.

·       Assistance with opening of new clients/matters and generation of matter numbers.

·       Monitor the setup of clients/matters to ensure compliance with the regulations and billing/rates requirements, liaising where relevant with the Business Finance, Risk Management and Tax Teams.

·       Actioning changes to clients and matters as requested by matter teams.

·       Assistance with the setup of eBilling clients.

·       Using the information held within the Practice Management system to assist internal clients (lawyers/secretaries) by responding to their enquiries.

·       Liaising with the other New Business Intake teams to ensure a joined up and efficient process for the fee earners and PA's.

·       Ad hoc project support for the NBI team globally.

·       Manage client and matter records independently.

·       Maintain high standards of data quality and accuracy.

·       Investigate and resolve routine data issues.

·       Liaise directly with Personal Assistants and business services teams.

·       Identify opportunities to improve processes.

·       Support projects and system enhancements.

·       Comply with WHS obligations and responsibilities in accordance with the requirements for this role and, for leaders at any level, this includes adequately supervising and supporting team members to promote a safe and respectful workplace.


Qualifications, skills, and experience:

·       Educated to degree level

·       Excellent research and analytical skills.

·       Good commercial awareness.

·       Ability to prioritise workload.

·       Excellent attention to detail and accuracy.

·       Ability to work autonomously and prioritise multiple tasks simultaneously.

·       Excellent verbal, written and face to face communication skills.

·       Proficient knowledge of Microsoft Word and Excel.

·       Ability to work well under pressure and to deadlines.

·       Experience with and/or a curiosity about AI and emerging technologies.


Salary Range - USD 80,000–90,000 per annum

Success Factors:


Bringing my Best

·       Works with high levels of autonomy and self-direction on more strategic and complex issues

·       Leverages their experience to respond to stretch and challenge

·       Embraces challenges beyond their comfort zone

Creating Great Results

·       Creates high levels of stakeholder confidence in their advice and support

·       Considers firm strategy/context in how they approach their work

·       Goes beyond what is requested to identify ways to make a difference for stakeholders and the firm

Supporting and Developing others

·       Deliberately fosters team engagement and a collaborative culture

·       Seeks out diverse perspectives and encourages collaborative approaches to problem solving within and between teams

·       Fosters team engagement and enables team to deliver with the right support, processes, and ways of working


Enhancing the firm

·       Makes a positive difference to the achievement of firm goals and strategy

·       Drives a culture of agility and continuous improvement within their team

·       Regularly raises new thinking in response to firm, market, or legislative developments

Global Competencies



As part of our commitment to professional growth and high performance, all our people are expected to demonstrate behaviours and skills in line with our global competency frameworks. These frameworks cover key areas, which provide clear guidance on what good looks like and support development at every stage of your career with us:

·         Personal Leadership

·         Builds Authentic Relationships

·         Collaborates with others

·         Enhances the Client Experience

·         Achieves Results

While specific competencies may vary depending on role level, we encourage everyone to aim to perform in line with their relevant framework.

Team

General Counsel and Risk

Working Pattern

Full time

Location

New York

Contract type

Permanent Contract

We are committed to attracting people from all backgrounds and creating a respectful and inclusive culture where everyone thrives. We see this as essential to our success, including our ability to innovate and achieve sustained high performance. This is a key part of our Values—Human, Bold, and Outstanding.

Herbert Smith Freehills Kramer is an equal opportunity employer. The firm is committed to creating and maintaining a workplace in which all employees have an opportunity to participate and contribute to the success of the business and are valued for their skills, experience, and unique perspectives. The firm does not discriminate on the basis of race, color, creed, religion, sex, national origin, veteran status, mental or physical handicap or disability, age, citizenship status, alienage, ancestry, marital status, sexual orientation, gender identity, or expression or any other criteria prohibited under applicable federal, state or local law.

Skills Required

  • Degree-level education
  • Excellent research and analytical skills
  • Good commercial awareness
  • Ability to prioritize workload
  • Excellent attention to detail and accuracy
  • Ability to work autonomously and prioritize multiple tasks simultaneously
  • Excellent verbal, written, and face-to-face communication skills
  • Proficiency with Microsoft Word and Excel
  • Ability to work well under pressure and meet deadlines
  • Experience with or curiosity about AI and emerging technologies
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The Company
HQ: London
6,000 Employees
Year Founded: 1852

What We Do

Herbert Smith Freehills Kramer (HSF Kramer) is a world-leading global law firm with headquarters in London and Sydney. As a fully integrated transatlantic and transpacific partnership, the firm focuses on disputes and transactions, providing comprehensive legal services across every major region of the world to help clients navigate change through collaborative teams and expert legal guidance.

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