Client Credit Junior Analyst

The Client Credit Junior Analyst will manage the growing demand for client credit revisions (i.e. matter re-assignment requests), reporting, and timely determinations. The role-holder will be supporting the attorneys globally through file updates and client credit decisions; the daily application of the client credit manual, including clerical tasks, is a crucial aspect of the role.

Responsibilities:

• Develop a firm understanding of the BM Client Credit Rules, Interpretations and Procedures; training sessions and a thorough study of the client credit manual will be required
• File pertinent communications from the Client Credit Administration Outlook mailbox to our internal database, OnBase
• Fulfil matter re-assignment requests from attorneys in accordance with the B&M Client Credit Rules, Interpretations and Procedures; this will require a thorough review of the scope of work and fees before entering data into our rewards system software, CCOasys, communications regarding re-assignment requests must be properly archived in OnBase
• Update internal reports on the corporate structure of BM clients; this will require online research with the aid of Hoovers Dun & Bradstreet
• Manage requests for files, reports, or status updates from attorneys and the Retired Partner Representative
• Analyze and process financial sharing agreements between attorneys, such as Rule 9, 10 and 12, in accordance with the B&M Client Credit Rules
• Publish Semi-Monthly Arrangement Reports on our BakerWorld page in a timely fashion in SharePoint
• Compose clear and concise questionnaires for BM attorneys to complete, professional business writing experience is expected
• Process original determinations for elementary level client credit claims in accordance with the BM Client Credit Rules, Interpretations, and Procedures. Elementary claims cover Rules 2, 7, and 3 (i.e. new clients, recently hired attorneys, and "failure to respond" determinations respectively); the claims process involves research, analysis, and formal business writing
• Decide the client credit ownership and prepare a well written determination memorandum
• Perform other duties as may be assigned

Skills and Experience:

• A bachelor's degree required
• Experience in business analysis or functional support
• Law firm support staff or finance experience preferred
• Proficient in using Outlook, Word, Excel (i.e. sorting, pivot tables, and basic formulas)
• Excellent written and spoken English communication skills
• Must be an exceptional reader
• Independent thinking and very light supervision is required
• Strong problem-solving and analytical skills
• Collaborative team player that's willing and able to take initiative
• Keen attention to detail and effective organizational skills
• Effective time management ability and prioritization essential to meet deadlines
• Able to produce quality results under significant time constraints
• Able to work and produce results within a group as well as individually
• Willing to do what is necessary to complete assigned tasks