Client Financial Services Specialist

Duties & Responsibilities

• Performs credit searches for new client intake and provides credit relations approval.
• Develops and maintains monitoring processes and informative reports for WIP and AR.
• Initiates the timely review of WIP and AR with attorneys to collaborate on appropriate client specific action plans.
• Initiates phone calls and email communications with clients to facilitate collections of aging accounts consistent with the firm’s established policies.
• Records client collections efforts and follow up activities within the accounting system.
• Records discounted AR transactions consistent with the firm’s established policies.
• Generates monthly AR statements and provides informative client collections correspondence.
• Serves as the office’s primary contact for internal and external accounts receivable inquiries.
• Provides routine status updates to the office partner in charge and other firm leadership.
• Researches unallocated credits/payments and coordinates appropriate actions necessary for resolution.
• Captures and supports efficient workflows and processes.

Knowledge & Skills

• Knowledge of collection strategies and etiquette.
• Skillful in negotiating in a way that produces positive outcomes.
• Effective at communicating both orally and in writing.
• Ability to maintain a strong client-first approach with team collaboration.
• Proven aptitude to learn new software applications.
• Proficiency with Microsoft Office Suite; Excel, Outlook and Word.
• Ability to work effectively in a hybrid environment, including proficiency using Zoom Workplace.

Education & Experience

• Minimum of two years performing collections or other accounts receivable related experience.
• Law firm or other professional services industry experience is highly desirable.
• Proficiency with collections software is highly desirable.
• Proficiency with Surepoint Legal Management System or Aderant is highly desirable.
• Some college experience, with an emphasis in accounting or other related field is preferred.
• Related work experience will be considered in lieu of education.