Client Account Specialist

Posted 12 Days Ago
Be an Early Applicant
San Francisco, CA
72K-103K Annually
Junior
Information Technology • Legal Tech
The Role
The Client Account Specialist will manage client billing support for designated attorneys, including billing preparation, problem resolution, and maintaining financial arrangements. Responsibilities include implementing client databases and handling electronic invoicing, while providing guidance to new attorneys and ensuring accuracy in billing processes.
Summary Generated by Built In

Client Account Specialist

Cooley is seeking a Client Account Specialist to join the Accounting team.

Position Summary: : The Client Account Specialist is responsible for all aspects of providing client account billing support and assisting Client Account Managers, Client Account Supervisors, as needed.

Position Responsibilities:

  • Responsible for all billing aspects for designated billing attorneys: distribution, logging, preparation, processing, and mailing of client billing
  • Provide prompt and accurate assistance to attorneys, clients and staff in resolving billing problems by providing billing analysis/adjustments
  • Provide guidance and training to new billing attorneys, as necessary
  • Implement and maintain client and matter database
  • Research all inquiries regarding past and present billing
  • Enter Financial Arrangements in accounting system
  • Submit electronically billed invoices
  • File and prepare past month's billing for electronic scanning
  • Review and summarize engagement letters pertaining to special financial agreements
  • Implement and maintain special fee and cost rate structures

Skills & Experience

Required:

  • After orientation at Cooley LLP, exhibit proficiency in the Microsoft Office suite, iManage and other firm applications
  • Strong Excel skills
  • Available to work overtime, as required
  • Prior experience with full cycle billing with attorney assignments
  • General knowledge of accounting concepts

Preferred:

  • 2+ years direct applicable experience (e.g., principles of billing, accounting, billing rates and client maintenance procedures)
  • Bachelor’s degree
  • Prior law firm experience
  • Previous 3E and electronic billing experience
  • 10 key by touch

Competencies

  • Quick learner
  • Excellent follow through, accuracy, initiative, and math skills
  • Ability to successfully maintain and promote attorney and client relations
  • Professional demeanor
  • Excellent organizational, communication (verbal and listening) and writing skills
  • Ability to work independently and under tight deadlines
  • Ability to interact and work well with others (co-workers and vendors)

Cooley offers a competitive compensation and excellent benefits package and is committed to fair and equitable employment practices. EOE.

The expected hourly pay range for this position with a work schedule of 37.5 hours per week is $37.00 - $53.00 ($72,150.00 - $103,350.00 annually). Please note that final offer amount will be dependent on geographic location, applicable experience and skillset of the candidate.

We offer a full range of elective benefits including medical, health savings account (with applicable medical plan), dental, vision, health and/or dependent care flexible spending accounts, pre-tax commuter benefits, life insurance, AD&D, long-term care coverage, backup care for children and/or adults and other parental support benefits. In addition to elective benefit options, benefited employees receive firm-paid life insurance, AD&D, LTD, short term medical benefits as well as 20 days of Paid Time Off (“PTO”) and 10 paid holidays each year. We provide generous parental leave and fertility benefits. New employees will attend a detailed benefit orientation to learn more about our many benefits and resources.

Top Skills

3E
Imanage
MS Office
The Company
Palo Alto, CA
3,345 Employees
On-site Workplace
Year Founded: 1920

What We Do

Clients partner with Cooley on transformative deals, complex IP and regulatory matters, and high-stakes litigation, where innovation meets the law.

Cooley has 1,300+ lawyers across 19 offices in the United States, Asia and Europe, and a total workforce of more than 3,000.

Attorney Advertising: This content is provided for general informational purposes only, and your access or use of the content does not create an attorney-client relationship between you and Cooley LLP, Cooley (UK) LLP, Cooley SG LLP, Cooley HK or any other Cooley entity (collectively referred to as “Cooley”). By reviewing this content, you agree that the information provided does not constitute legal or other professional advice. This content is not a substitute for obtaining legal advice from a qualified attorney licensed in your jurisdiction and you should not act or refrain from acting based on this content. This content may be changed without notice, and it is not guaranteed to be complete, correct or up to date, and it may not reflect the most current legal developments. This content may be considered attorney advertising. Do not send any confidential information to Cooley, as we do not have any duty to keep it confidential.

Cooley’s privacy policy: https://bit.ly/CooleyLLPprivacy

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