Overnight bilingual banking advisor supporting RBC clients through phone, chat, video, and digital channels. Resolving banking concerns and delivering client - focused solutions for Canada’s largest bank.
About the role
- Bilingual Client Account Specialist at McCarthy Tétrault managing billing and collections. Requires 3-5 years of experience and strong client relationship skills.
Responsibilities
- Building and maintaining effective working relationships with billing lawyers, paralegals, legal assistants and external clients, and responding to any queries regarding the billing and collections process.
- Ensuring time is entered by set deadlines and following up with lawyers and paralegals where necessary.
- Preparing, printing and reviewing of prebills in a timely manner, monthly, quarterly or on request, including any necessary follow up with others in the Firm and revising according to client billing guidelines and Firm standards and policies.
- Preparing invoices and forwarding to Lawyers, Clients as required.
- If necessary, ensuring supporting documents are forwarded to client in a timely manner.
- Creating PDF, delimited or XML file invoices for e-billing clients, based on such client’s requirements.
- Liaising with E-billing Team with respect to any rejected invoices during e-billing submissions.
- Completing online status reports and budgets in e-billing systems for various clients in coordination with lawyers and legal assistants.
- Monitoring and reviewing of outstanding WIP (Work In Progress) and following up with lawyers and paralegals to ensure timely billing.
- Tracking contingency files, closings and other milestone billing arrangements and reporting on status of such files to Manager/Director, Finance Operations, including requirement for WIP provisions.
- Collecting outstanding/aged accounts receivable within the prescribed protocol/ procedure in a timely and professional manner by phone, letter and email; using the Expert Collection module in the Aderant system.
- Developing a weekly collection strategy/plan to expedite payment or resolution for overdue accounts in concert with the Billing Lawyers, Legal Assistants, and/or Client for accounts that present high exposure.
- Escalating accounts through Senior Management, as deemed necessary for follow-up.
- Facilitating and preparing supporting documentation for the remedy requested/recommended for accounts which present credit risk/loss through insolvency procedures, service suspension, third party collection or taxation.
- Monitoring credit performance and ensuring the client operates and maintains the account within the terms and conditions of agreement, as applicable.
- Coordinating, investigating and resolving payment/account discrepancies to include: short payment, over payments, unapplied cash, and misapplication, posting errors, payment analysis/support documentation in the event of request or dispute.
- Preparing and reporting WIP/AR Exposure reports to the assigned Billing Lawyers in each respective portfolio.
- Preparing various reports and spreadsheets related to time, billing, receivables, etc. for lawyers/paralegals and/or external clients where applicable.
- Serving as the central contact/liaison for the financial needs of a client’s account.
- Performing complex account reconciliations with a view to resolution of a full range of possible issues/challenges.
- Acting as liaison between Lawyers/LA’s and Finance, providing assistance re accounting or financial queries to ensure client needs are met.
Requirements
- Bilingualism (French and English) is therefore a required skill for this position.
- Post-secondary education in a related field.
- 3 to 5 years of related experience, including client service, billing, collections and/or accounts receivable, preferably in a professional services firm.
- Familiarity with Aderant Expert or a similar accounting system would be an asset.
- Certification from the Credit Institute of Canada would be an asset.
- Strong time management skills, ability to handle multiple tasks, set schedules and work under pressure to meet deadlines.
- Analytical and problem solving skills.
- Flexibility to work overtime during peak billing periods.
- High level of discretion and confidentiality.
Benefits
- Outstanding benefits from day one, including insurance premiums paid by the Firm and wellness and technology reimbursements.
- Competitive compensation, paid overtime and generous time off, including a day off to volunteer and a day off for your birthday.
- A commitment to professional development and growth opportunities for our people at all levels, supported by a culture that fully embraces and encourages two-way feedback.
- Strong community involvement and a commitment to equity, diversity and inclusion.
- A collaborative, cohesive culture that connects lawyers and business teams through collective purpose.
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