Client Accounts Representative

General Description

We are seeking a Client Accounts Representative to join our team. This is an exciting opportunity to work in a dynamic and fast-paced environment and contribute to the growth and success of our firm.

Key Responsibilities And Essential Job Functions

• Communicate and interact with attorneys, assistants, and clients.
• Manage assigned attorneys’ inventory, specifically monitoring and resolving aged invoices, credit balances, and aged unbilled work.
• Handle all aspects of attorney and client outreach (via email, phone, and/or mail) to resolve non-payment issues.
• Respond to collection related requests quickly, effectively, and accurately.
• Work with peers and management on collection related requests.
• Partner with the Billing team to resolve auditing issues, reconciliation issues, and escalate concerns as needed.
• Communicate and report to leadership on delinquent collections and at risk inventory.
• Expected to maintain a regular and predictable work schedule and full attention to and engagement in work activities on behalf of the firm during business hours unless otherwise approved or required by applicable law.
• Participate in special projects and duties as assigned.

Required Skills

• Knowledge of or ability to learn Microsoft Office Suite, or Microsoft 365.
• Excellent organizational, problem-solving, and time management skills.
• Excellent written and verbal communication skills, with the ability to interact professionally with attorneys, clients and internal stakeholders.
• Excellent interpersonal skills and ability to use good judgment.
• Excellent computer skills.
• Proficient knowledge of accounting functions.

Required Qualifications & Education

• 0-2 years of work in a professional environment.
• Bachelor’s degree in accounting, Finance or Business discipline.
• Advanced Microsoft Excel Skills (vlookup, xlookup, pivot tables).

Preferred Qualifications & Education

• Bachelor’s degree in accounting, Finance or Business discipline.
• Advanced Microsoft Excel Skills (vlookup, xlookup, pivot tables).

Benefits

• Comprehensive medical (PPO and HDHPs), dental and vision plans including coverage for domestic partners;
• Life and AD&D insurance;
• Short and long term disability insurance;
• Tax-advantaged accounts for health care expenses, including FSAs and HSAs;
• FSAs for dependent care;
• Health advocacy services;
• Behavioral health and counseling resources for all family members;
• 401(k);
• Profit sharing;
• Backup dependent care;
• Senior care planning support;
• Resources for individuals with development disabilities and their caregivers;
• Paid holidays and other paid time off, including paid leave for new parents.

Physical Requirements

• Ability to sit or stand for extended periods of time.
• Moderate or advanced keyboard usage.

Special Projects and Duties

Special projects and duties as assigned.

Equal Opportunity Employer

Holland & Knight is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy, childbirth or related conditions, transgender status, and sexual orientation), national origin, age, disability, genetic information, veteran status or any other factor prohibited by law.