Trademark Client Accounts & Billing Specialist

Bakerhostetler-1; Costa Mesa (CA); Hybrid; USD 90,000 - 110,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

BakerHostetler is seeking a Client Account Coordinator for our Orange County office focused on the trademark practice. This non-exempt, hybrid role reports to the Office Administrator and supports clients and attorneys from intake through the lifecycle, delivering high-level service across billing and matter management.

The ideal candidate has a Bachelor’s degree with 5+ years of relevant experience, strong Excel and Office skills, and familiarity with legal billing processes.

Qualifications

• Bachelor’s degree with a minimum of five (5) years of related experience, or the equivalent combination of education, training, and experience may substitute for education requirement.
• Prior experience supporting a trademark practice.
• Proficient with Word, Outlook and strong working knowledge of Excel.
• Ability to use legal and financial research systems.
• Proven aptitude to learn new software applications.
• Working knowledge of the legal billing process.
• Excellent written and verbal communication skills.

Responsibilities

• Communicate and coordinate all steps of the process for new and current clients and/or matters: intake, billing, collections, client value team, attorneys and other timekeepers working on all assigned clients and/or matters.
• Oversee the setup of new clients and/or matters. Ensure billing arrangements are captured and updated as needed.
• Ensure setups are correct. Understand and monitor Outside Counsel Guidelines (OCG).
• Ensure e-billing is done correctly; accepted and rejections cleared timely.
• Track proformas for client matters to ensure prompt issuance, review, edit, and return to billing department.
• Monitor billing to ensure edited proformas are invoiced and sent to clients timely.
• Correspond with client to solve issues. Research and resolve client issues and discrepancies with software, reports and billing processes.
• Prepare special client reporting.
• Collections and coordinating with AR specialists with emphasis at fiscal year-end and calendar year-end.
• Timely and accurate completion of tasks in an organized, effective and positive manner.
• Prepare, schedule and/or attend meetings with billing attorneys, as needed.
• Other duties may be assigned.

Skills

Microsoft Office

Excel

Communication skills

Time management

Client service

Education

Bachelor’s degree or equivalent experience

Tools

Microsoft Office Suite

Legal research systems

Billing software

Job description

BakerHostetler is seeking a Client Account Coordinator for our Orange County office focused on the trademark practice. This non-exempt, hybrid role reports to the Office Administrator and supports clients and attorneys from intake through the lifecycle, delivering high-level service across billing and matter management.

The ideal candidate has a Bachelor’s degree with 5+ years of relevant experience, strong Excel and Office skills, and familiarity with legal billing processes.