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Withers · 6 hours ago

Client Relationship Coordinator

New Haven, CT

Full-time

Onsite

Entry Level

2+ years exp

Withers is a law firm focused on people, performance, and collaboration. The Client Relationship Coordinator is responsible for processing billing and finance functions, coordinating new client intake requests, and acting as a liaison between attorneys, finance, and clients.

Law Enforcement

H1B Sponsor Likely

Responsibilities

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 time entries and address movement requests

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

Supporting fee earners with registration of all gifts, fiduciary and board appointments, and outside business interests

Additional responsibilities as assigned

Qualification

Financial coordinationMicrosoft Office SuiteClient relationship managementDetail-orientedIndependent judgementCommunicationOrganizational skillsTeam player

Required

High School Diploma required

A minimum of two years of relevant administrative and/or finance related experience

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

Preferred

Bachelor's Degree preferred

preferably in a professional services environment

Company

Withers

We are the global private client law firm.

Founded in 1896

London, England, GBR

1001-5000 employees

https://www.withersworldwide.com/en-gb/

H1B Sponsorship

Withers has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (181)

2024 (154)

2023 (162)

2022 (128)

2021 (117)

2020 (81)