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Client Credit Analyst

  • Job
    Full-time
    Junior & Mid Level
  • Accounting & Tax
    Banking & Finance
  • Manila
    Remote

AI generated summary

  • You need a bachelor's degree, finance experience (preferably in legal), strong English skills, analytical abilities, Microsoft Office proficiency, and effective interpersonal and organizational skills.
  • You will analyze claims, evaluate complex situations, navigate databases, prepare documentation, create questionnaires, follow up on claims, monitor assignments, and produce high-quality work independently.

Requirements

  • Bachelor's degree required
  • Some demonstrable finance experience (including decision-making) in a professional services environment required
  • Financial experience within the legal industry preferred
  • Excellent English verbal and written communication skills
  • Must be a strong reader that makes logical conclusions
  • Strong problem-solving and analytical skills
  • Technical Skills: Microsoft Office suite of products, including Outlook, Word, and Excel (i.e. sorting, pivot tables, and basic formulas)
  • Interpersonal Skills: liaise with people at all levels of the firm
  • Must have the confidence to escalate concerns, ask questions, and issue tough decisions (diplomatically)
  • Collaborative team player that offers follow-ups through their initiative
  • Effective time management; must successfully adapt to changing priorities and work demands
  • Able to produce quality results under significant time constraints with minimal supervision
  • Able to analyze data across the business to make informed decisions
  • Keen attention to detail and effective organizational skills

Responsibilities

  • Research and analyze claims to determine the appropriate compensation rate to be paid to the claimant (i.e. BM attorney). The decision-making processes must be performed per the BM Client Credit Rules, Interpretations, and Procedures
  • Assist in evaluating complex situations using multiple sources of information, exercising good analytical skills, and evaluating judgment based on analyzing factual and qualitative information in complicated and/or novel situations
  • Develop a firm understanding of the BM Client Credit Rules, Interpretations, and Procedures. Remote training sessions and a thorough study of the client credit manual will be required
  • Learn to navigate the various client credit databases, SAP software, and Intapp Open (client intake system)
  • Update internal reports on the corporate structure of BM clients. This will require online research with the aid of Dun & Bradstreet
  • Assist in filing client credit claims, including preparation of required documentation in compliance with the Client Credit Rules for submission to Client Credit Administration (CCA)
  • Compose clear and concise questionnaires for BM attorneys to complete; expected to apply their professional business writing experience (i.e. proper tense, grammar, and punctuation)
  • Follow up with the CCA Manager on any outstanding or pressing claims.
  • Monitor incoming work assignments, ensuring that all assigned tasks are completed within the agreed turnaround time and reflect a very high quality of output.
  • Work independently to complete assigned tasks and responsibilities to meet agreed objectives
  • Perform other duties as may be assigned

FAQs

What is the main responsibility of the Client Credit Analyst?

The main responsibility of the Client Credit Analyst is to research, analyze, and finalize client credit claims across all Member Firms, making financial decisions regarding the compensation rate based on the BM Client Credit Rules.

What qualifications are required for this position?

A Bachelor's degree is required for this position, along with some demonstrable finance experience in a professional services environment.

Is financial experience within the legal industry preferred?

Yes, financial experience within the legal industry is preferred for this role.

What skills are essential for a successful Client Credit Analyst?

Essential skills include excellent English verbal and written communication, strong problem-solving and analytical skills, and proficiency in Microsoft Office products including Outlook, Word, and Excel.

Will the Client Credit Analyst need to learn new software?

Yes, the Client Credit Analyst will need to learn to navigate various client credit databases, SAP software, and Intapp Open (the client intake system).

How will the Client Credit Analyst interact with others in the firm?

The Client Credit Analyst will liaise with people at all levels of the firm and should possess strong interpersonal skills to do so effectively.

What is the expected turnaround time for work assignments?

The Client Credit Analyst is expected to monitor incoming work assignments and ensure that all tasks are completed within the agreed turnaround time with a high quality of output.

Is there a requirement for attention to detail in this role?

Yes, keen attention to detail and effective organizational skills are essential for a Client Credit Analyst to perform their duties accurately.

Will the Client Credit Analyst be required to make tough decisions?

Yes, the Client Credit Analyst must have the confidence to escalate concerns, ask questions, and issue tough decisions diplomatically.

What type of training is provided for this position?

The Client Credit Analyst will receive remote training sessions and will be required to thoroughly study the client credit manual to develop a firm understanding of the BM Client Credit Rules, Interpretations, and Procedures.

Law
Industry
10,001+
Employees

Mission & Purpose

Integrated legal solutions to complex business challenges. The global business community is more interconnected than ever before. Opportunities and risks spill across different markets, sectors and areas of law. A connected perspective is essential in delivering business objectives while mitigating risk. Our integrated client solutions provide seamless advice underpinned by deep practice, sector expertise, and first-rate local market knowledge. Armed with Baker McKenzie's insight and foresight, business leaders can feel confident driving sustainable – and inclusive growth.