Client Relationship Coordinator (Client Billing & Onboarding)

Withers; San Francisco (CA); On-site; USD 38,572 - 46,838; Full time

Job summary

Withers is seeking a Client Relationship Coordinator in San Francisco to manage billing, intake, and finance tasks. You will liaise between attorneys, secretaries, finance, risk, and clients to implement best practices across matters and resolve invoice queries.

The role requires strong communication, organization, and cross‑functional collaboration, with a focus on accurate invoicing, risk assessments, and finance governance. This is an on-site position in San Francisco.

Qualifications

• High School Diploma required; Bachelor's degree preferred.
• At least two years of administrative and/or finance experience.
• Strong proficiency with Microsoft Office Suite.
• Excellent oral and written communication with influencing ability.
• Detail-oriented, highly organized and able to multi-task.
• Team player with ability to build relationships with stakeholders.

Responsibilities

• Coordinate billing, including monitoring fees and financial metrics.
• Prepare monthly invoices and narratives; process third-party invoices.
• Improve billing speed, accuracy, and cost recovery.
• Maintain bill trackers and respond to client queries.
• Assist with credit control and debt management.
• Produce credits/discounts; support fee proposals and matter management.
• Handle NBI intake in Intapp Open; assess risk for new clients/matters.
• Draft engagement letters and conflict waivers with Risk & Compliance.
• Construct/modify ethical walls in Intapp Walls; screen clients.
• Generate reports for partners; ensure compliance with finance rules.
• Support general accounting and financial housekeeping.

Skills

Excellent communication

Detail oriented

Highly organized

Team player

Stakeholder relationships

Education

High School Diploma

Bachelor's Degree preferred

Tools

Microsoft Office

Intapp Open

Intapp Walls

Job description

Position Overview

The Client Relationship Coordinator is primarily responsible for the processing and coordination of certain billing and finance functions as well as processing new client and matter intake requests. The CRC is the key liaison between attorneys, secretaries, finance, risk, and our clients. The role requires proactive and continual management of financial and administrative aspects of matters implementing consistent best practice. For California, the expected hourly range for this position is between $28 to $34. The actual compensation will be determined based on experience and other factors permitted by law.

The Role

• Financial coordination including the monitoring of fees and other key financial metrics, regular updates to clients regarding fees and disbursements, and review of fee‑earner narratives to ensure they are consistent with agreed client format
• Produce monthly invoices and coordinate production of narratives
• Process third party invoices
• Improve speed and accuracy of billing practices and cost recovery
• Maintain bill trackers throughout the billing process
• Transmit invoices and liaise with clients and partners to address invoice related queries
• Assist with credit control tasks and debt management
• Produce credits and discounts as required
• Provide support to the development of fee proposals and matter management frameworks
• Complete billing tasks outside of the billing period, which include ensuring that billable matters are fully opened, transferring time to correct files (on request), checking tax exemption, and that charge out rates and currencies are correct where applicable
• Generate regular reports to partners to ensure residual balances are addressed in accordance with all internal and statutory finance rules and regulations
• Assist with financial housekeeping, including prompt closure of completed and inactive matters, some aspects of general accounting, and research of financial information
• Submit and process New Business Intake (NBI) and other forms of requests in Intapp Open, including obtaining all required information to complete risk‑based assessments for all new clients, matters, and related parties
• Draft engagement letters and conflict of interest waivers for new clients (and existing clients, as needed) using templates designed for various work variations, in coordination with the Risk & Compliance Team
• Construct and modify ethical walls in Intapp Walls
• Supporting the risk‑based assessments with respect to NBIs to include requesting and obtaining correct documentation to ensure clients and their owners and management can be identified and properly screened
• Additional responsibilities

Key Skills And Experience

• High School Diploma required, Bachelor's Degree preferred
• A minimum of two years of relevant administrative and/or finance related experience, preferably in a professional services environment
• Highly proficient with Microsoft Office Suite
• Excellent oral and written communication skills, with the ability to influence others
• Detail‑oriented, highly organized, and able to multi‑task in a fast‑paced environment
• A strong team player who is also able to exercise thoughtful independent judgement
• Demonstrated ability to establish and maintain effective relationships with key stakeholders

Equal opportunities employment statement

The firm is an Equal Employment Opportunity employer. Equal employment opportunity has been and will continue to be a fundamental principle at the firm. Employment at the firm is based upon personal capabilities and qualifications without regard to race, color, gender, sex, age, religion, creed, national origin, ancestry, citizenship, marital status, sexual orientation, physical or mental disability, medical condition, military and veteran status, gender identity or expression, genetic information, or any other characteristic protected by federal, state, or local law. The firm prohibits and will not tolerate any discrimination or harassment on the basis of any of these classifications or characteristics. We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, national origin, gender, age, religion, disability, sexual orientation, veteran status or any other characteristics protected by law. For those applying for a position in the city of San Francisco, the firm will consider for employment qualified applicants with criminal history in a manner consistent with applicable federal, state and local law. If you are interested in applying for employment and need special assistance or an accommodation to use our website to apply for a position, please contact the firm at 203 789 1320 or email [e-mail] with your request. Determinations on requests for reasonable accommodation are made on a case‑by‑case basis.