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Billing Service Desk Coordinator
Job Description
Position Title: Client Accounting Service Desk Specialist
About the Role
The Client Accounting Service Desk Specialist supports the Client Accounting team by managing and fulfilling billing-related requests submitted through firm workflows. This role serves as a key point of contact for internal staff and attorneys, delivering accurate billing data, reports, and guidance on billing procedures while ensuring a high standard of service.
Client Service Responsibilities
The Client Accounting Service Desk Specialist supports the Client Accounting team by managing and fulfilling billing-related requests submitted through firm workflows. This role serves as a key point of contact for internal staff and attorneys, delivering accurate billing data, reports, and guidance on billing procedures while ensuring a high standard of service.
Client Service Responsibilities
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Demonstrate and reinforce the Firm’s Client Service Principles through collaboration, quality work product, and professional interactions.
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Deliver consistent, high-quality service to internal and external clients.
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Proactively support a service-oriented culture across the department and teams.
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Respond to requests with an understanding of their impact on client satisfaction and Firm operations.
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Utilize the Firm’s financial systems, workflows, and tools to review, assign, and complete ad hoc requests, including prebills, inventory reports, invoice copies, and general billing inquiries.
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Monitor workflow queues to ensure service-level expectations and response timelines are met.
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Review Outside Counsel Guidelines and document client-specific billing requirements.
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Develop a strong understanding of client and matter setups; review and audit setups for accuracy and compliance.
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Provide backup support for Client Accounting team members, including assistance during absences and distribution of prebills during the monthly prebill cycle.
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Assist with financial audits and reconciliations, including preparing and submitting electronic billing files to clients.
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Some college coursework in accounting or business is preferred; an associate’s degree is strongly preferred.
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Prior billing experience is a plus but not required; a strong interest in building a career in legal accounting is essential.
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Strong written and verbal communication skills, with the ability to communicate clearly and tactfully with peers and internal clients.
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Excellent customer service skills, including the ability to assess requests, provide thorough and timely responses, and keep stakeholders informed on complex matters.
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Proficiency in Microsoft Outlook, Word, and Excel is required; enthusiasm for learning new systems and applications is highly valued.
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Exceptional attention to detail with the ability to follow instructions accurately and manage multiple priorities.
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Demonstrated ability to maintain confidentiality regarding Firm and client information.
Meet Your Recruiter
Dan James
Managing Director
After graduating with an Associates Degree in Business Administration from Westchester Community College Dan wasn't sure exactly what he wanted to do. In February 2013 he decided to put his knack for connecting people with one another to work when he joined The Phoenix Group. When he's not in the office you can find him skiing, golfing, or spending time with his family.
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