The Business Operations team develop and implement consistent operating standards across engagements, delivering standard, data-driven client service throughout the engagement lifecycle
Playing a critical role in the success of Axiom’s engagements, touching every part of the life-cycle of an engagement to drive continued and consistent scale and revenue for Axiom.
Responsibilities include;
•Work through tickets in Salesforce Service Console to provide internal teams with operational solutions
•Provide clear, consistent communication with clients and talent across the engagement lifecycle, from initial set-up to first-level customer service support, to roll-off facilitation whilst also providing general guidance, related to engagement-specific issues (PTO, timesheet entry, invoice discrepancies, IT concerns)
•Collaborate cross-functionally across Sales, Finance, IT, and Matter Management to ensure smooth and streamlined onboarding of new and returning clients
•Project manage client specific onboarding steps required for an Axiom Lawyer to start their engagement, as well as project manage onboarding requirements where third-party procurement firms is in place (e.g. Fieldglass, Beeline etc).
•Design new training documents, playbooks, and processes for internal business operations. ·
•Cross trained in Matter Set ups & invoice processing. Including reviewing SOW/MSAs.
•First line of defense for any billing questions/ issues from client throughout engagement. Autonomously identifying and reconciling issues raised by clients, escalating when necessary.
•Assists with completion of client audit/ third-party risk management (TPRM) questionnaires, vendor set ups whilst liaising with legal/ compliance, finance etc. as required).
Working for Income Dividend Processing team within Asset Servicing My main role is processing dividends across all European markets by reconciling, collecting, and ensuring payment of all income derived from equity and fixed income products using notifications sent from agents & vendors via MT564/MT566 Swift messages. • Analysed business processes, systems and data to identify opportunities for enhancement and efficiency.