Client Account Specialist

POSITION SUMMARY

The Client Account Specialist supports the Firms efforts by partnering with billing attorneys internal personnel and clients to facilitate timely payment of outstanding balances. The position manages assigned collection activities from initial follow-up through resolution including reviewing aged accounts receivable communicating with clients by telephone and email providing invoice and account documentation researching payment questions and discrepancies documenting collection activity and producing recurring and ad hoc reports. The Client Account Specialist is expected to maintain a professional service-oriented approach exercise sound judgment when handling sensitive account matters and provide timely and accurate follow-through in support of the Firms cash-flow and client-service objectives.

KEY RESPONSIBILITIES

Provide clients and attorneys with accurate account information A/R reports copies of invoices statements and other supporting documentation as requested.

Review aged A/R on a regular basis and communicate with billing attorneys regarding collection status recommended follow-up client concerns and accounts requiring additional attention.

Contact clients by telephone and email regarding past-due balances while maintaining a courteous professional and client-service-focused approach.

Research account questions payment status unapplied or disputed items and invoice-related issues; coordinate with appropriate Finance personnel and billing teams to support resolution.

Document collection activity client commitments payment arrangements disputes and follow-up dates accurately and consistently in applicable systems and records.

Identify collection obstacles significant account issues or sensitive client matters and escalate them to the Client Services Manager and/or billing attorney as appropriate.

Prepare recurring and ad hoc collection reports account summaries and status updates for attorneys and management.

Collaborate with Finance team members and other departments to support accurate account information effective issue resolution and a consistent client experience.

Perform other duties and special projects related to collections as assigned.

REQUIRED EDUCATION KNOWLEDGE & EXPERIENCE

• Prior experience in finance accounts receivable billing collections client service or a related professional-services environment is preferred but not required.
• BA/BS degree is preferred.
• Strong computer skills and proficiency with Microsoft Office are required with a high emphasis on Excel and the ability to work comfortably with financial data and reports.
• Demonstrated ability to work effectively in a team environment and provide a high level of internal and external client service with strong organizational skills attention to detail and follow-through.
• Experience handling confidential or sensitive information with professionalism and discretion is preferred.

REQUIRED SKILLS & ABILITIES

• Intermediate to advanced Excel proficiency including the ability to organize analyze and present account and collection data accurately.
• Ability to manage internal and external conflict professionally resolve routine issues and escalate sensitive matters appropriately.
• Strong written and verbal communication organizational and interpersonal skills with the ability to work effectively with employees at all levels and communicate professionally with clients.
• Strong attention to detail and accuracy when reviewing account balances invoices reports and collection documentation.
• Ability to prioritize multiple accounts and competing deadlines work independently and consistently follow through on open items.
• Ability to analyze account history identify issues or trends and determine appropriate next steps within established guidelines.
• Commitment to teamwork responsiveness and high-quality service to attorneys clients and Finance colleagues.

PHYSICAL REQUIREMENTS

• Ability to lift a file box (approximately 20 lbs.).

The expected salary range for this position is $50000 - $55000. Final compensation will be determined based on several factors including but not limited to relevant experience qualifications skill set and geographic location.

Pillsbury Winthrop Shaw Pittman LLP is an Equal Opportunity Employer.

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