Account Services / Rate Coordinator
Jackson Lewis•Los Angeles, CA
•Onsite
About The Position
The Account Services / Rate Coordinator is responsible for the detailed review and processing of client and matter intake to ensure accurate setup for billing, reporting, and rate implementation. This role plays a critical part in maintaining the integrity of client and matter data by ensuring that all billing arrangements and rate structures are applied correctly based on client-specific and matter-specific requirements. The position operates in a fast-paced legal environment and requires a high level of accuracy, organization, and adherence to firm protocols.
Requirements
- Strong attention to detail with the ability to manage high volumes of data and form processing
- Solid analytical skills and ability to interpret complex billing arrangements and guidelines
- Strong organizational and time management skills in a deadline-driven environment
- Effective communication skills with a customer-service mindset
- Proficiency in Microsoft Excel and Outlook required
Nice To Haves
- BA/BS Degree preferred but not required.
- 2+ years of experience with legal billing concepts, client/matter intake, and rate structures
- Prior experience in a legal or professional services environment
- Experience with Aderant, Intapp, or similar financial/matter management systems
Responsibilities
- Review client and matter intake forms to ensure completeness and accuracy of billing and reporting information
- Analyze client rate agreements, billing guidelines, and supporting documentation to determine appropriate billing requirements and rate applications
- Enter and maintain client and matter data within the firm’s matter management system
- Ensure all rate arrangements are implemented accurately, including proper approvals, effective dates, and expirations
- Interpret and apply client billing requirements and firm policies to new and existing accounts
- Respond to inquiries from billing teams and other departments regarding client information and rate structures
- Maintain a professional, service-oriented approach in all internal communications
- Support special projects and assist with initiatives related to billing operations and client/matter intake
- Develop working knowledge of the firm’s billing cycles and schedules
Benefits
- Medical, dental, vision, life and disability insurance
- 401(k) Retirement Plan
- Flexible Spending and Health Savings Account
- Firm-paid holidays, vacation and sick time
- Employee assistance program and other firm benefits
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
