ClientMaintenanceSpecialist

## Accountabilities In this role, you will manage and maintain client and matter data to ensure accuracy, compliance, and smooth financial operations across billing and reporting systems. Create and maintain client and matter records within practice management systems while following firm protocols and naming conventions Update billing information including addresses, contacts, invoice preferences, rate structures, and client-specific agreements Manage matter lifecycle updates such as opening, closing, and status changes with appropriate documentation Input and maintain billing notes, matter plans, and special client instructions to support accurate processing Administer rate changes, fee structures, and alternative billing arrangements in line with contractual requirements Coordinate with billing and eBilling teams to resolve discrepancies and ensure alignment with external vendor requirements Track and maintain outside counsel guidelines (OCGs) and billing restrictions within system records Ensure all client billing instructions are properly documented and consistently applied across systems Support data integrity initiatives and contribute to operational improvements where needed Requirements: This role requires strong organizational ability, attention to detail, and experience working with data-driven or client service environments, ideally within legal or financial settings. Bachelor’s degree or equivalent professional experience preferred At least 1 year of relevant work experience, preferably in a law firm, finance, or accounting environment Strong attention to detail with excellent organizational and time-management skills Ability to work effectively under pressure and manage multiple deadlines simultaneously Strong analytical and problem-solving skills with the ability to work independently Excellent written and verbal communication skills with a professional and collaborative approach Comfortable working in fast-paced environments with shifting priorities