Client Compliance Specialist
About The Position
The world’s leading organizations and global players choose Proskauer to represent them when they need it the most. With 800+ lawyers in key financial centers around the world, we are known for our pragmatic and business-savvy approach. Proskauer is the place to turn when a matter is complex, innovative and game-changing. We work seamlessly across practices, industries and jurisdictions with asset managers, private equity and venture capital firms, Fortune 500 and FTSE companies, major sports leagues, entertainment industry legends and other industry-redefining companies. A Client Compliance Specialist provides support for all procedures relating to the maintenance of client and matter finance data, the collection and filing of Firm Engagement Letters, and the confirmation of the completeness and accuracy of client and matter billing information for new business. Working with all members of the Client Operations and Finance Departments, the Client Compliance Specialist will also support the review of Client Guidelines and the management of documentation supporting client and matter engagements (for example, engagement letters and outside counsel guidelines). The Client Compliance Specialist will report to the Senior Manager of Client Operations: Compliance & Reporting.
Requirements
- Bachelor’s degree required
- 2 or more years of experience in a legal billing environment
- Ability to initiate, follow through and complete time sensitive projects with minimal supervision in a fast-paced global environment
- Experience with client and matter finance information and the ability to compare to executed Engagement Letters and Outside Counsel Guidelines
- Ability to use industry standard office software applications including Elite and/or Aderant, Intapp, Adobe, Microsoft Office Suite, Outlook and other resources as required
- Demonstrated ability to compile, review, determine and report results logically based on data and information that is varied in content and format
- Excellent verbal and written communication skills are required to interact with partners, associates and other Firm personnel throughout the Firm’s international offices
- Strong attention to detail and analytical and organizational skills
- This position may require periodic physical presence in Proskauer's offices as business needs require.
Responsibilities
- Review of client/matter information including billing, rate, and retainer requirements through the Firm’s business intake process
- Perform due diligence, disseminate accurate and timely information to the lawyer(s) and other Firm personnel relating to current and new business
- Modify client and matter data within the various finance systems, Aderant and Intapp, upon request
- Collect and review Engagement Letters for clients to ensure accuracy of client and matter set‐up
- Review Outside Counsel Guidelines provided by clients and support the implementation of Billing Guidelines
- Follow‐up with appropriate lawyer(s) and/or Firm personnel, as required, in order to efficiently perform duties, including obtaining Engagement Letters, Billing Guidelines, and Outside Counsel Guidelines
- Perform client and matter maintenance throughout the life of the matter, including but not limited to updates to Bill Groups, Lawyer assignments, and client and matter credits, as needed
- Provide back‐up support for time entry modification requests or cost-backup inquiries
- Perform all administrative tasks associated therewith
- Support the proper administrative close‐out of matters and/or clients at the conclusion of representation
- Maintain records in accordance with applicable laws and Firm policy
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
501-1,000 employees
