Client Financial Intake Specialist - Michigan

Dykema; Detroit (MI); On-site; USD 45,000 - 65,000; Full time

Job summary

A leading national law firm seeks a Client Financial Intake Specialist in Michigan. The role involves ensuring accurate client data for efficient billing and collections, collaborating across teams to improve processes. Ideal candidates will have a Bachelor's degree and experience in legal billing, demonstrating strong analytical and communication skills.

Benefits

Comprehensive benefits package

Flexible paid time off

Retirement savings plan with profit sharing

Wellness programs

Qualifications

• Bachelor’s degree or comparable level of legal Billing experience preferred.
• Strong understanding of all end-to-end aspects of client revenue accounting.
• Must be proficient in Microsoft Office Suite, particularly Word, Excel, and Outlook.

Responsibilities

• Ensure client data accuracy for timely billing and collections.
• Work collaboratively with departments to streamline processes.
• Maintain billing systems in line with client guidelines.

Skills

Attention to detail

Analytical problem solving

Client management

Communication

Education

Bachelor's degree

Tools

Aderant Entity Manager

Microsoft Office Suite

Job description

Client Financial Intake Specialist - Michigan

Job Category: FINANCE & ACCOUNTING

Requisition Number: CLIEN001563

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• Full-Time

Locations

Showing 1 location

Bloomfield Hills, MI
Bloomfield Hills, MI
United States

Bloomfield Hills, MI
Bloomfield Hills, MI
United States

Dykema Gossett PLLC, a leading national law firm, is seeking to hire an experienced Client Financial Intake Specialist who will be responsible for the soundness of client data necessary for timely and efficient Billing, E-Billing and Collections. Leverage knowledge of legal financial systems to obtain, organize and maintain updated data. Work closely with the Billing and Accounts Receivable Manager, collaborate with Billing, E-Billing, Accounts Receivable, and Pricing colleagues, other members of the Finance Department and attorneys to identify areas of improvement, provide recommendations, and promote/implement change to improve system efficiency. Position is open to all our office locations.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Ensure client address, contact and bill distribution updates in Aderant Entity Manager are accurate and up-to-date, making changes as requested and proactively identifying methods to obtain information needed.
• Ensure billing attorney information by client and/or matter is accurate and up-to-date.
• Review new client engagement letters for information on billing guidelines, special rates and alternative fee arrangements; ensure systems are set up properly for a smooth flow of end-to-end information.
• Review new client engagement letters for retainer information, and work with Accounts Receivable Specialists on receipt of retainer in a timely fashion.
• Review current and new client guidelines; ensure financial systems are updated in accordance with current and new client guidelines to facilitate proper time entry, billing, e-billing and collections. Communicate with billing attorney regarding same and with Office of General Counsel for approval of guidelines.
• Work with Management on Aderant Projects to assist with new timekeeper setup, enforcement of client billing restrictions and requirements, and client budgets.
• Responsible for research and resolution on ad-hoc projects and assignments as they arise.

KNOWLEDGE, SKILLS AND ABILITIES REQUIRED

• Bachelor’s degree or comparable level of legal Billing experience preferred.
• Strong understanding of all end-to-end aspects of client revenue accounting.
• Experience with Aderant Entity Manager and Prebill Manager required; experience with other software such as Docudraft, BillBlast, Intapp Time, and other revenue-cycle software a plus.
• Must be proficient in Microsoft Office Suite, particularly Word, Excel and Outlook.
• Excellent attention to detail.
• Excellent written, verbal and interpersonal communication skills required.
• Pro-active, inquisitive and analytical problem solver.
• Ability to collaborate and cross-team with all finance team members and promote a positive work environment that embraces the abilities of all members.
• Effective client management skills with a record of providing excellent customer service.
• Requires flexibility and ability to manage time, organize and prioritize workload effectively.

Great Benefits for Great People

Dykema offers a comprehensive benefits package designed to support the well-being and success of our employees both personally and professionally. This includes competitive health, dental, and vision insurance plans, along with flexible paid time off (PTO), holiday leave, and a retirement savings plan with profit sharing for eligible employees. Other benefits include flexible spending programs, health savings account, commuter benefits, and personal and parental leave programs. We prioritize work-life balance and offer wellness programs, and access to mental health support. Additionally, employees enjoy access to professional development programs, a supportive and inclusive workplace culture, and various employee discounts and perks. We are committed to providing a benefits package that helps our team thrive and feel valued.

The offered salary will be determined by a variety of factors including, but not limited to, work location, individual skill set, previous/applicable experience, education, external market data and consideration of internal equity.

EEO STATEMENT

It is the Firm’s policy to provide employment opportunities to qualified applicants and employees on an equal basis without regard to the individual’s age, race, color, gender, sexual orientation, gender identity or expression, religion, national origin, marital status, domestic partner relationship, physical characteristics, disability, or other protected characteristics under applicable federal, state or local laws or ordinances.Dykema will make reasonable efforts to accommodate the known disabilities of employees who are otherwise qualified to perform the essential functions of the jobs involved.It is the responsibility of every individual concerned with personnel actions, including management, supervision, recruiting, compensation, benefits, promotions, work assignments, and training, to ensure that these activities are administered consistent with the Firm’s goal of furthering the principle of equal employment opportunity.

E-Verify

Dykema uses E-Verify in its hiring practices to achieve a lawful workforce. E-Verify is a registered trademark of the U.S. Department of Homeland Security.

Qualifications

Skills

Preferred

Intermediate

Microsoft Outlook

Intermediate

Microsoft Word

Intermediate

Microsoft Excel

Intermediate

Behaviors

Preferred

Detail Oriented

Detail Oriented

: Capable of carrying out a given task with all details necessary to get the task done well

:

Motivations

:

Education

Preferred

Bachelors or better.

Experience

Preferred

Bachelor’s degree or comparable level of legal Billing experience preferred.

Licenses & Certifications

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.