Client Account Specialist

Overview

Hybrid or Remote

The organization is seeking an experienced Client Account Specialist to join the Billing and Accounts Receivable team. This role supports finance operations by managing collections activity and maintaining client account relationships across a portfolio of legal matters. Success in this position requires direct law firm billing and collections experience, comfort working with attorneys and clients on financial matters, and a professional, diplomatic approach in all interactions.

Responsibilities

• Manage an assigned portfolio of client accounts across multiple practice groups, monitoring aging balances and proactively following up on outstanding legal invoices
• Serve as the primary collections contact for billing attorneys, collaborating to develop and execute account-specific collections strategies while preserving client relationships
• Conduct professional and diplomatic outreach to clients and responsible parties regarding past due balances, payment arrangements, and invoice disputes consistent with the firm’s client service standards
• Document and monitor payment plans and arrangements in accordance with firm policy and attorney guidance
• Send timely acknowledgment letters to senders upon receipt of funds, meeting established firm deadlines
• Research and resolve payment discrepancies, billing disputes, and unapplied cash in the firm’s billing system
• Generate AR aging reports, collections activity summaries, and account status updates for the Director of Billing and AR and firm management
• Maintain thorough, up-to-date collection notes and account documentation within the firm’s legal billing platform
• Collaborate cross-functionally with attorneys, legal secretaries, practice group administrators, and finance colleagues to resolve account issues promptly and professionally

Requirements

• Minimum 5 to 7 years of collections and accounts receivable experience; law firm or professional services firm experience is required
• Demonstrated understanding of legal billing practices, including hourly billing, contingency matters, retainers, trust accounts, and matter-level billing structures
• Experience working directly with attorneys and clients on collections matters, with the ability to navigate conversations professionally and tactfully
• Proficiency with legal billing software required; experience with Aderant or similar platforms strongly preferred
• Familiarity with legal invoice formats, billing guidelines, and client outside counsel guidelines (OCGs) is a plus
• Strong analytical skills with experience working with AR aging reports and collections tracking tools
• Proficiency in Microsoft Office Suite, particularly Excel
• Excellent written and verbal communication skills with a client service orientation
• High degree of organization, accuracy, and attention to detail in a fast-paced, deadline-driven environment
• Ability to work independently and exercise sound judgment while managing a high-volume portfolio
• Associates or Bachelor's degree in Accounting, Finance, Business, or related field preferred

Compensation & Benefits

• Salary range: $80,000 to $90,000 annually, commensurate with experience
• Comprehensive benefits package including medical, dental, vision, 401(k), and paid time off

Location

Hybrid or Remote