Client Account Specialist
Core
Liaison between billing attorneys, assistants, and clients to resolve non-payment issues and improve collection realization.
Role type
Client Account Specialist (Collections)
Builds
Collection realization improvements
Domain
Legal services / Accounts Receivable
Deliverable
client delivery
Required skills
collection strategies, financial reconciliation, Microsoft Office Suite, accounting functions, written and verbal communication, organizational skills, time management
Preferred skills
legal eBilling Platforms, advanced Excel (vlookup, xlookup, pivot tables), Client Accounts Representative experience
Responsibilities
Monitor and resolve aged invoices, credit balances, and unbilled work; handle attorney and client outreach via email, phone, and mail; respond to collection requests; partner with the Billing team on auditing and reconciliation issues; report on delinquent collections and at-risk inventory; assist with training new team members
Seniority
Mid-level (2-5 years experience)