Client Financial Services Specialist (Cleveland)

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 communicator, both orally and in writing.
• Strong client-first approach with team collaboration.
• Highly responsive and professional demeanor.
• Ability to multi-task and prioritize assignments in a time-sensitive environment.
• Attention to detail ensuring completeness, accuracy, and organization.
• Prioritizes learning new software applications.
• Proficient with Microsoft Office Suite: Excel, Outlook, and Word.
• Effectively works 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.

Benefits

Taft offers competitive compensation and a comprehensive benefit package, including medical, dental, vision, life, long-term disability, flexible spending, 401K, Paid Time Off, paid holidays, bonus, and more.

Pay

The salary range for this position is $60,000 - $77,000. Actual compensation offer to candidate may vary from posted information based on work experience, education, and/or skill level.

About the Role

We are seeking an innovative, collaborative, and service-oriented Client Financial Services Specialist in our Cleveland office. All Taft employees operate under a “Client First” philosophy — in all things, we seek to provide exceptional services to our clients.

Qualifications

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.