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Albourne
San Francisco, CA, United States
The Role: We are looking for a professional client service individual to join our Portfolio team in our San Francisco, CA office. As a Client Account Manager, you will be the conduit through which Albourne provides investment advice to its clients including interacting with them on a daily basis. The Client Account Manager acts as the liaison betwe
Job Source: AlbourneAlbourne
San Francisco, CA, United States
The Company Albourne is an industry leading investment consultant with offices around the globe. Our firm of 630+ employees provides advisory services to investors, including institutional investors, financial intermediaries and family offices, on over $700 billion of alternative investments across the liquidity spectrum. We specialize in Hedge Fu
Job Source: AlbourneAccess Hope , Inc. Defunct
San Francisco, CA, United States
Account Manager - Client Excellence AccessHope • Remote At AccessHope, we're Fighting cancer with everything we know by putting the ever-growing body of cancer knowledge to work for the greater good. Through a revolutionary employer health benefit offering, we remotely connect employees with cancer support services from National Cancer Inst
Job Source: Access Hope , Inc. DefunctSan Francisco, CA, United States
About Pinterest Millions of people across the world come to Pinterest to find new ideas every day. It’s where they get inspiration, dream about new possibilities and plan for what matters most. Our mission is to help those people find their inspiration and create a life they love. In your role, you’ll be challenged to take on work that upholds thi
Job Source: PinterestITS
San Francisco, CA, United States
Job Description As a Client Account Manager at Intelligent Technical Solutions, you are expected to have the ability to understand technological solutions for clients while understanding the relationship skills necessary to communicate effectively to a various number of clients. Job Responsibilities Grow existing accounts within the assigned territ
Job Source: ITSWoodruff-Sawyer & Co., Inc.
San Francisco, CA, United States
Who We Are Woodruff Sawyer has been an industry leader for over 100 years. As a top insurance brokerage, our clients range from small start-ups to some of the most innovative companies in the world. Here, your unique expertise and perspective helps move companies ahead and your career forward. We believe in supporting the whole lives and careers of
Job Source: Woodruff-Sawyer & Co., Inc.Woodruff-Sawyer & Co., Inc.
San Francisco, CA, United States
Who We Are Woodruff Sawyer has been an industry leader for over 100 years. As a top insurance brokerage, our clients range from small start-ups to some of the most innovative companies in the world. Here, your unique expertise and perspective helps move companies ahead and your career forward. We believe in supporting the whole lives and careers of
Job Source: Woodruff-Sawyer & Co., Inc.San Francisco, CA, United States
Reddit is a community of communities. It’s built on shared interests, passion, and trust and is home to the most open and authentic conversations on the internet. Every day, Reddit users submit, vote, and comment on the topics they care most about. With 100,000+ active communities and approximately 73+ million daily active unique visitors, Reddit i
Job Source: RedditSan Francisco, CA, United States
Cooley is seeking a Client Account Manager to join the Accounting and Finance team.
Position summary: The Client Account Manager will oversee the billing cycle process to ensure accurate and timely billing for assigned clients; assist attorneys, clients and other business professionals with billing questions and resolve complex billing problems. Specific duties and responsibilities include, but are not limited to, the following:
Position responsibilities:
Responsible for the monthly billing of clients corresponding to designated billing attorneys. This includes distribution, logging, preparation, posting bills to clients in a timely and efficient manner and handle time entry adjustments
Provide training to attorneys, client account supervisors and specialists regarding new billing procedures and use of software
Provide assistance and guidance to attorneys, clients and business professionals in resolving complex billing problems
Provide weekly/monthly report detailing billing performance of delinquent responsible attorneys to Senior Client Account Manager and Director of Client Accounts
Follow-up with attorneys on aged unbilled inventory and update WIP notes report findings to Senior Client Account Manager and Director of Client Accounts
Evaluate, test and recommend software enhancements, programs, report changes and fixes
Obtain the proper designations for reassignment when responsible attorneys depart and make changes in system
Maintain client financial notes in the billing system
Close client and matter numbers, maintain pertinent master information and provide backup to open and quality control purposes
Review outside counsel guidelines from BIC during new client intakes
Coordinate with SiteScan regarding research of billing documents and provide reports used for audit and quality control purposes
Handle monthly cleanup of internal accounts to clear out as directed
Create general ledger entries for professional costs
Review daily new client/matter admin process
Review workflow requests from practice groups and execute per billing policies and procedures
Provide backup support to other Client Account Managers, Supervisors and Specialists, as needed
Serve as direct supervisor and mentor to direct reports
Provide day-to-day supervision of billing personnel, direct reports, ensure compliance with assigned work hours and monitor for compliance with all firm and department policies. Manage staffing coverage, review and process time logs/time off requests
Support staff development and continued educational opportunities
In collaboration with immediate supervisor and CN HR, participate in hiring, performance appraisals, counseling, termination and other employee lifecycle events
All other duties as assigned or required
Skills and experience:
Required:
After orientation at Cooley LLP, exhibit proficiency in the Microsoft Office suite, iManage and other firm applications
Ability to work extended and/or weekend hours, as required to support bi-coastal teams (Mandatory in Q4 financial push)
Ability to travel, as required
5+ years experience in billing
Comprehensive knowledge of billing systems preferably 3E and Proforma Tracker
Prior software conversion experience
Strong understand of billing principles, accounts receivables, accounts payables and collections
Preferred:
Bachelor’s degree in Accounting/Finance
Law firm accounting experience
Supervisory experience
Competencies :
Ability to work independently and under pressure
Excellent organizational, communication (verbal and listening) and writing skills
Maintain and promote attorney and client relations
Exhibit critical thinking and problem-solving skills
Inspire strong work ethics and motivation in team members
Exhibit fairness and calmness in a fast pace and time sensitive environment
Ability to maintain and promote teamwork
Ability to prioritize and delegate tasks
Ability to empower team members and exhibit decisiveness
Cooley offers a competitive compensation and excellent benefits package and is committed to fair and equitable employment practices.
EOE.
The expected annual pay range for this position is $115,000 - $170,000. Please note that final offer amount will be dependent on geographic location, applicable experience and skillset of the candidate.
We offer a full range of elective benefits including medical, health savings account (with applicable medical plan), dental, vision, health and/or dependent care flexible spending accounts, pre-tax commuter benefits, life insurance, AD&D, long-term care coverage, backup care for children and/or adults and other parental support benefits. In addition to elective benefit options, benefited employees receive firm-paid life insurance, AD&D, LTD, short term medical benefits as well as 21 days of Paid Time Off (“PTO”) and 10 paid holidays each year. We provide generous parental leave and fertility benefits. New employees will attend a detailed benefit orientation to learn more about our many benefits and resources.
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Email Alert for Client Account Manager jobs in San Francisco, CA, United States
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