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Client Account Specialist

Private Company New York, NY
  • Expired: 8 days ago. Applications are no longer accepted.

Summary

The client accounts specialist will actively oversee aged client accounts receivable; communicate with attorneys and client accounts manager on the status of accounts, establish payments arrangements or resolve billing queries; provide invoice copies as requested by clients and attorneys; review and chase accounts until payment, escalated, or written off.

More Specifically:

  • Maintain client account collection activity records in tracking software.
  • Regularly communicate account status with the accounts manager and attorneys.
  • Prepare and distribute various AR reports to attorneys.
  • Process Reminder Notice exemption requests and, as needed, reminder statements.
  • Assist with information requests, account reconciliations or other financial analyses required by the Client Accounts Manager, attorney, or other finance manager.
  • Escalate trouble debts to the client accounts manager that it be sent to the credit committee for review, and supervise the progression of the account to resolution.
  • Process approved write-off requests.
  • Communicate promptly to the collection manager extraordinary events which may require his/her involvement, such as the following:
    • Any large value client collection problem.
    • Any client inquiry that cannot be addressed by the client account specialist.
    • Any client dispute, especially those that are sensitive or confrontational.
    • Attorneys who do not cooperate with collection efforts.
    • Client or attorney complaints which may involve you at any level.

Experience and Education Required

The client accounts specialist must be self-starting, goal oriented, and a good problem solver. Most important, must always act and maintain a professional disposition. Excellent written, verbal and organizational skills. Proficient in Creditforce or similar collection software and MS Excel required; Experience with Elite Enterprise is preferred.

1-2 Years' experience in professional services or at law firm

Private Company

Why Work Here?

An excellent opportunity to join a prestigious, well-established firm.

Address

New York, NY
USA