Client Credit Junior Analyst

Description

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.

Main 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

Reports to: Senior Manager, Client Credit Administration
Position type: Specialist
Development framework: Business Support

About us

At Baker McKenzie we are different in the way we think, work and behave. With our team of 13,000 people, including over 6,500 locally admitted lawyers, in over 70 offices worldwide, we have a passionately collaborative community of 60 nationalities and are committed to world-class career development to everyone in every job at every level. Baker McKenzie can offer you both the uncompromising commitment to excellence expected of a top firm paired with a passionately global and genuinely collaborative working environment.

Additional Information

Baker McKenzie is an Equal Opportunity Employer. We are committed to promoting diversity and inclusion for all. Our unique international culture is reflected in the drawing together of a worldwide family of individuals from diverse cultures and backgrounds in all of our offices. We encourage the best people - regardless of race, religion or belief if any, gender, gender identity, disability, sexual orientation or age - to fulfill their professional aspirations with us. We are committed to ensuring an inclusive and accessible experience for all candidates.

Reasonable Accommodation statement:

If you require a reasonable accommodation during the application process, please let your recruitment contact know. We are committed to working with candidates to ensure an inclusive and accessible experience in accordance with applicable laws and our commitment to diversity.