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Client Maintenance Specialist
Greenberg Traurig, LLP. Create client and matter records in the firm’s practice management system and follow naming conventions and matter setup protocols .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong organizational and analytical skills in managing client and matter records, billing arrangements, and compliance with firm protocols. Proficient in utilizing Microsoft Office Suite and adapting to new software applications, with a focus on maintaining confidentiality and effective communication.
Highest-signal resume keywords
Client And Matter Record ManagementBilling Arrangements And Fee StructuresMicrosoft Office Suite ProficiencyAttention To DetailInterpersonal And Communication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Billing ManagementData EntryRate Structure ManagementMatter Status UpdatesDocument ReviewAnalytical SkillsProblem-Solving SkillsConfidentiality MaintenanceSoftware ProficiencyAI Tool Familiarity
Soft Skills
Organizational SkillsAbility To Work Under PressureAdaptabilityProfessional DemeanorPolished Presentation
Tools & Technologies
Practice Management SystemWindows-Based SoftwareEBilling SystemsVendor PortalsFirm-Approved AI Tools
Industry Keywords
Law Firm ExperienceAccounting ExperienceFinancial ExperienceBilling InstructionsOutside Counsel Guidelines
About the role
Key responsibilities & impact- Create client and matter records in the firm’s practice management system and follow naming conventions and matter setup protocols
- Maintain and update billing addresses, contact information, invoice delivery preferences, attorney rate structures, and client-specific rate agreements
- Update matter status and ensure proper documentation
- Review and input matter plans, billing notes, and special client requirements
- Manage rate uploads, adjustments, billing arrangements, fee structures, and alternative fee agreements
- Coordinate with billing and eBilling teams to align data with vendor portal requirements and resolve discrepancies
- Record and maintain outside counsel guidelines and billing restrictions
- Track client-specific billing instructions in system notes
- Collaborate with attorneys, billing teams, finance leadership, and administrative staff
- Attend onsite trainings and conduct business travel as needed
- Report to the Director of Revenue Management
Requirements
What you’ll need- Bachelor’s degree or equivalent experience preferred
- Minimum of one year of work experience
- Law firm or accounting/financial experience preferred
- Ability to work under pressure, meet strict deadlines, and prioritize multiple tasks
- Strong attention to detail and organizational skills
- Ability to adapt and shift priorities in a fast-paced environment
- Strong analytical and problem-solving skills
- Excellent interpersonal and written/verbal communication skills
- Professional demeanor and polished presentation
- Ability to recognize and maintain confidential, sensitive, and proprietary information as confidential
- Computer proficiency in Windows-based software and Microsoft Office Suite applications
- Exceptional computer skills and ability to learn new software applications quickly
- Understanding of AI capabilities, limitations, and responsible use in a professional environment
- Familiarity with or willingness to learn firm-approved AI tools such as Copilot or ChatGPT
- Ability to perform the stated physical requirements, including extended sitting, manual dexterity, filing, bending, standing, and lifting files
- Flexibility to work overtime
Benefits
Comp & perks- Competitive compensation
- Discretionary bonus eligibility for full-time employees
- Health insurance with optional HSA
- Short-term disability
- Long-term disability
- Dental insurance
- Vision care
- Life insurance
- Healthcare and Dependent Care Flexible Spending Accounts
- 401K
- Vacation
- Sick time
- Employee assistance program
- Voluntary accident insurance
- Voluntary life insurance
- Voluntary disability insurance
- Voluntary critical illness and cancer insurance
- Pet insurance
- Commuter and Transit programs may be available in certain markets
- Remote work basis
- Attend onsite trainings and conduct business travel as needed