Serve as the primary operational and revenue-management contact for assigned partners, practice groups, clients, client administration teams, and accounting stakeholders.
Locations (2)
Houston, Texas, United States
Washington, District of Columbia, United States
Compensation
Salary : 125 -145K - Houston TX
Salary : 130-160K - Washington DC
Responsibilities
Serve as the primary operational and revenue-management contact for assigned partners, practice groups, clients, client administration teams, and accounting stakeholders.
Build trusted relationships with partners and clients while maintaining clear communication and proactively moving outstanding matters toward resolution.
Manage the client and matter lifecycle, including new business intake, matter openings, billing arrangements, rates, pricing, engagement letters, KYC, conflicts, and Outside Counsel Guidelines.
Coordinate across Client Accounting, Conflicts, legal counsel, KYC, billing, collections, pricing, and other internal teams to keep onboarding and administrative processes moving.
Specialist operational role within Customer Onboarding & Records for Protect Delivery, responsible for onboarding new and existing IP customers and maintaining accurate, compliant customer records.
Responsibilities
Execute the end-to-end onboarding process for new customers and for transitions of existing customers, including portfolio migrations
Gather, validate and record the information and documentation required to set customers up for Filing & Translations, IP Renewals, IP Recordals and IP Research services
Liaise with Sales, Account Management and Regional Service Teams to ensure a smooth handover into delivery and that customer-specific instructions and requirements are captured accurately
Track onboarding cases through to completion, chasing outstanding information and escalating delays or complex cases to the Head of Customer Onboarding and Records
Create and maintain accurate, complete and auditable customer records, including contacts, instruction preferences, authorisations / powers of attorney, entity and billing information
Oversee a varied portfolio of private equity fund structures, delivering exceptional service to a diverse client base.
Responsibilities
Take ownership of a diverse portfolio of private equity fund structures, delivering exceptional service to a high-quality client base.
Build strong relationships with clients and stakeholders, becoming a trusted point of contact and helping to deliver tailored solutions.
Develop specialist expertise in fund administration, regulatory requirements and private equity structures within a supportive and collaborative environment.
Partner with colleagues across the business to manage risk, ensure compliance and deliver outstanding client outcomes.
Support the growth and success of the team through knowledge sharing, mentoring and a commitment to continuous improvement.
