Client Financial Services Specialist (Legal)

Job details:

Growing law firm seeking a dynamic accounting professional for their client services team in Cleveland

This Jobot Job is hosted by: Lauren Spann

About the Role

Jobot is partnering with a growing and reputable law firm to staff a position for a Client Financial Services Specialist role.

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 phones 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.

Requirements

• 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.

Skills

• Knowledge of collection strategies and etiquette.
• Skilled in negotiating in a way that produces positive outcomes.
• Effective communication skills, both orally and in writing.
• Able to maintain a client-first approach with team collaboration.
• Attentiveness to details ensuring completeness, accuracy, and organization.
• 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.

Benefits

Competitive compensation

Excellent benefits including competitive 401k CONTRIBUTION (not match-contribution)

Great work/life balance

Career advancement opportunities

Job Details

Jobot is partnering with a growing and reputable law firm to staff a position for a Client Financial Services Specialist role.

This is a full-time position located in Cleveland.

The salary range for this position is $60,000 - $77,000 per year.

Company culture is fantastic; professional development and growth opportunities, collaborative team, outstanding leadership group.

Why join us?

Competitive compensation

Excellent benefits including competitive 401k CONTRIBUTION (not match-contribution)

Great work/life balance

Career advancement opportunities

Interested in hearing more?

Easy Apply now by clicking the "Easy Apply" button.

Jobot is an Equal Opportunity Employer.

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