Client Financial Specialist Jobs (NOW HIRING)

Description
It has to make sense.
That is the standard at Divorce With A Plan. Not "close enough." Not "that is just how billing works." It has to make sense to the client, or we have not done our job.
Clients are high-net-worth professionals going through divorce across the state of Maryland. They are intelligent, capable people navigating a financial experience they were never trained for. They do not know what an evergreen retainer is. They do not know what a trust replenishment request means or why it matters. And if no one explains it in a way that makes sense to them, they lose confidence in the process, and they lose sight of the plan they are working toward.
That is the problem this role solves.
The Billing Specialist at Divorce With A Plan is the person who makes the financial side of a divorce case make sense to the client. You walk beside them from the day they retain the firm through the day the case closes, connecting every payment to the outcome they are working toward. You are part of their walk. You are the one who helps them see that the $5,000 retainer replenishment is not just a number. It is the next step toward the custody arrangement they need, the property division that protects their future, the agreement that lets them move forward.
The time you spend with clients explaining their billing, answering their questions, and making sure their plan still makes sense to them is not an extra. It is not a favor. It is part of the service. There is no additional cost to the client for the time you invest in making sure they understand. That is how this firm works, and it is one of the reasons clients trust us.
How we do it: the right way.
This firm runs on structure. There is a defined process for everything, because when the process is clear, the client gets a consistent experience no matter which attorney is on their case or which week of the month it is. You will have a daily call block schedule so clients are never waiting days for a return call. You will have a billing script built on the Maryland Rules of Professional Conduct so clients hear accurate, compliant information every time. You will have an escalation protocol with documented timestamps, so no client concern sits unaddressed. You will have a weekly deliverable that captures how clients are feeling, what they need, and what feedback they are giving us, so the firm can respond to what clients are actually experiencing, not what we assume they are experiencing.
If you are someone who finds relief in knowing exactly what the standard is, exactly what a good day looks like, and exactly what is expected, keep reading.
What you produce: a contribution that protects the client and the firm.
The Maryland Rules of Professional Conduct require that clients be kept informed about the status of their matter (Rule 1.4), that fees are reasonable and clearly communicated (Rule 1.5), and that client funds held in trust are safeguarded with precision (Rule 1.15). Those rules exist to protect the client. Everything this role does is built around upholding them.
Every call you make either keeps a client informed or it does not. Every replenishment conversation either connects the payment to the client's goals and gives them the information they are entitled to, or it leaves them making financial decisions without the full picture. Every trust balance you monitor either gets flagged the same day it drops below threshold, protecting the client's funds and the firm's fiduciary obligation, or it becomes the kind of gap that puts both at risk.
You are not here to process invoices. You are here to contribute to something that matters: a client's ability to get through the hardest financial experience of their life with clarity, dignity, and a plan that makes sense to them, while ensuring the firm meets the professional standards that make all of that possible.
Here is who thrives in this role.
You genuinely like people. Not in theory. In practice. You are energized by 20+ phone conversations a day because you actually want to know how someone is doing, and they can tell the difference. You remember that a client's daughter just started high school, that another client lost their job two months ago, that someone told you in March they were scared about the mediation in May, and when you call in May, you ask about it before you ask about the balance.
You are organized because you cannot function without a system. You manage 100 to 150 active client relationships, and nothing falls through because you built something (a spreadsheet, a calendar, a color-coded tracker, a handwritten list) that keeps you moving. You do not wait for someone to tell you what needs attention. You see the attorney's calendar, you see the hearing in two weeks, and you pick up the phone, because the client deserves to know what is coming before it arrives.
You have the emotional range to sit with a client who is crying about their financial situation on Tuesday and have a firm, direct conversation about a past-due balance on Wednesday, and both conversations are authentic because both come from the same place: you care about this person's outcome, and you are going to tell them the truth.
You have been described as "the person who can get anyone to pay," and you know the reason is not pressure. It is trust. People pay you because you took the time to help them understand what they were paying for and why it mattered to their case.
Here is who this role is not for.
If you want to process invoices in a back office and never talk to a client, this role will make you miserable.
If you avoid difficult conversations about money, you will not survive the first month. These clients are going through a divorce. Money is emotional. You need to be able to hold that space and still move the conversation forward, because the client needs someone who will stay in it with them.
If you need someone to tell you what to do every hour, this is not the right structure for you. You will have clear expectations, daily blocks, and weekly deliverables. Within that framework, you think, prioritize, and act. Problems get fixed or flagged, because a problem that sits is a client who waits.
If you read from a script without understanding why each line exists, you will fail here. Every call requires context. You know what is happening in the client's case before you dial, and you lead with that, because a client who feels known is a client who stays engaged in their own plan.
If the phrase "it has to make sense" does not resonate with you at a gut level, if you are comfortable with "good enough" or "that is just how we do it," you will not be happy working here.
Responsibilities
$49
Qualifications
$4a