Billing Coordinator

Client Accounting Service Desk Specialist About the Role

The Client Accounting Service Desk Specialist supports the Client Accounting team by managing and fulfilling billing-related requests submitted through firm workflows. This role serves as a key point of contact for internal staff and attorneys, delivering accurate billing data, reports, and guidance on billing procedures while ensuring a high standard of service.

• Demonstrate and reinforce the Firm’s Client Service Principles through collaboration, quality work product, and professional interactions.
• Deliver consistent, high-quality service to internal and external clients.
• Proactively support a service-oriented culture across the department and teams.
• Respond to requests with an understanding of their impact on client satisfaction and Firm operations.
• Utilize the Firm’s financial systems, workflows, and tools to review, assign, and complete ad hoc requests, including prebills, inventory reports, invoice copies, and general billing inquiries.
• Monitor workflow queues to ensure service-level expectations and response timelines are met.
• Review Outside Counsel Guidelines and document client-specific billing requirements.
• Develop a strong understanding of client and matter setups; review and audit setups for accuracy and compliance.
• Provide backup support for Client Accounting team members, including assistance during absences and distribution of prebills during the monthly prebill cycle.
• Assist with financial audits and reconciliations, including preparing and submitting electronic billing files to clients.

• Some college coursework in accounting or business is preferred; an associate’s degree is strongly preferred.
• Prior billing experience is a plus but not required; a strong interest in building a career in legal accounting is essential.
• Strong written and verbal communication skills, with the ability to communicate clearly and tactfully with peers and internal clients.
• Excellent customer service skills, including the ability to assess requests, provide thorough and timely responses, and keep stakeholders informed on complex matters.
• Proficiency in Microsoft Outlook, Word, and Excel is required; enthusiasm for learning new systems and applications is highly valued.
• Exceptional attention to detail with the ability to follow instructions accurately and manage multiple priorities.
• Demonstrated ability to maintain confidentiality regarding Firm and client information.

The Phoenix Group Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. We strive to attract talented individuals from all backgrounds and provide equal employment opportunities to all employees and applicants for employment.