CMI & Billing Assistant

CMI & Billing Assistant

Are you experienced within CMI and Billing and interested in developing a great career and looking for a new challenge?

If so we’d love to hear from you!

What we can offer you....

A culture of trust and empowerment with responsibility and autonomy over your work and the freedom to manage when and how you do it
The support and encouragement of a great team behind you and friendly partners who all want to help you thrive
Exposure to excellent development and collaboration within your team
A competitive package with

amazing benefits

!

The Opportunity:

To work as part of a centralised Client and Matter Inception (CMI) team providing a professional high quality, solution focused and efficient client on-boarding and matter opening journey. Ensuring all work requests are carried out in line with AML and other regulatory requirements. Working to set SLAs in order to meet clients’ needs.

Key Responsibilities:

Playing a key role in helping the firm embed new CMI processes and working practices
Liaising with the legal teams and external clients to obtain information and documentation as required.
Conducting research on clients using the firm’s systems and public sources to meet the firm’s regulatory requirements
Conducting risk assessments & client due diligence at inception
Carrying our searches to identify whether a client is politically exposed or subject to sanctions
Prioritising and processing all work requests in line with expectations and agreed SLAs
Provide expert assistance to the firm in relation to resolving client on-boarding and matter opening issues when required
Taking responsibility for ensuring each piece of work is correctly saved and accessible in a timely manner
Proactively clarifying instructions with legal departments and requestors should they be unclear or if deadlines are not made explicit
Proactively sharing information and documenting best practice and fixes
Showing initiative when responding to queries and actively trying to seek solutions to problems
Sharing knowledge and providing guidance to internal clients regarding the best approach to take to achieve the desired outcome
To be flexible in meeting the needs of the team and the business e.g. occasional shift changes (with reasonable notice) to accommodate team meetings, training sessions and meet client requirements etc.
Any other duties commensurate with the post

Meet the team:

To provide truly outstanding client service we work as one team. Our Business Operations Group is made up of business professionals who work with our legal professionals to provide market leading expertise to our clients. The Groups include; Finance, Operations, HR, Marketing, IT, Risk and the Executive Leadership team.

Want to know more about us?

It’s the people at Shakespeare Martineau that make us so special. By understanding what our people want, giving them the support they need, recognising everyone’s contribution and realising the unique power of teams, together we win. As a firm we are focused on proactively building and developing diverse teams, bringing different backgrounds, personalities and perspectives together. We play to our strengths, pushing ourselves to be consistently better than yesterday and deliver amazing solutions for our clients. We empower our teams with a high degree of individual responsibility; we self-manage and encourage everyone to be responsible for their own learning, knowing it makes us even better at what we do!

We believe in trusting our people to make the right decisions for themselves, from when and where you work, to how you dress; we focus on outputs.

How we work

We embrace agile working and offer a blended approach to where and how we work. We appreciate that people have different needs and preferences and we’re keen to be flexible, after all, we value what you do, not where you do it.
We have hubs in Birmingham, Bristol, Edinburgh, Leicester, London, Lincoln, Milton Keynes, Nottingham, Solihull, Stratford-upon-Avon and Sheffield. This role will be predominantly home based with travel as required into Birmingham or one of our other West Midlands hubs

Our standard office hours are Monday – Thursday 9.00am to 5.30pm and Friday 9.00am – 5.00pm. Due to the nature of this role candidates will need to be flexible in terms of working hours; in addition to our standard hours cover will be required during evenings and weekends.

Additional information

Please be aware, for some vacancies, where we receive high numbers of applications we may need to bring the close date forward.
Due to the nature of the work undertaken, confirmation of employment will be subject to a variety of checks which will be carried out once an offer of employment is accepted. Details of the checks can be found here.

Equal opportunities

Shakespeare Martineau is a committed equal opportunities employer. We seek to attract, develop and retain talented people from a diverse range of backgrounds and cultures. We value and respect individuality and encourage a culture within our business where people can be themselves and be valued for their strengths and experiences. Everyone who either applies to or works for the firm is treated equally, regardless of their gender, age, ethnic origin, nationality, marital status, sexual orientation or religious beliefs.