Client Services Representative
Client Services Representative
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Job Description
Location: Downtown Cleveland
Work Arrangement: Mostly on-site. Remote option available on Fridays
Due to growth this is a new addition to a great this role you will provide comprehensive administrative financial support primarily focusing on the billing processes within a professional services environment. Your contribution will be vital in ensuring efficient financial operations and client satisfaction.
Key Responsibilities:
- Review and activate client accounts ensuring all New Account Memoranda are complete and accurate.
- Prepare review and edit pre-bills for billing attorneys ensuring accuracy and compliance with billing instructions.
- Coordinate multiple billing memoranda for the preparation of combined invoices.
- Draft and format client bills and e-bills incorporating attorney edits and approvals.
- Investigate and resolve client inquiries related to billing collaborating with billing partners as needed.
- Enter and update information in the accounting system ensuring all transactions are recorded accurately.
- Present finalized bills to clients upon request from supervising attorneys.
- Communicate with clients regarding overdue bills or billing concerns as directed by supervising attorneys.
- Utilize the firms accounting system and other technical resources to enhance efficiency.
- Manage electronic documents for seamless retrieval and support the finance team in overflow and coverage tasks.
Qualifications:
- Associates Degree or equivalent from a two-year college or technical school.
- 1-3 years of related experience in a professional services environment; experience in a law firm is advantageous.
- Proficient in a recognized accounting system and Microsoft Office products particularly Excel and Word.
- Experience with legal accounting/billing software is highly desirable.
- Excellent customer service and communication skills.
- Ability to prioritize tasks plan activities efficiently and manage time effectively.
If you are a proactive and organized individual with a keen eye for detail and a passion for client service we invite you to apply for this opportunity. Join us in delivering exceptional financial support and contributing to our teams success.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
