Client Financial Services Specialist

Jobot

Cleveland, OH

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JOB DETAILS

SALARY

$60,000–$77,000 Per Year

SKILLS

Accounting, Accounting Software, Accounts Payable, Accounts Receivable, Communication Skills, Credit and Collections, Customer Support/Service, Establish Priorities, Financial Services, Leadership, Legal, Microsoft Excel, Microsoft Outlook, Microsoft Word, Multitasking, Policy Development, Professional Services, Team Player, Time Management

LOCATION

Cleveland, OH

POSTED

Today

Growing law firm seeking a dynamic accounting professional for their client services team in Cleveland

This Jobot Job is hosted by: Lauren Spann
Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.
Salary: $60,000 - $77,000 per year

A bit about us:

Our client is a growing, reputable, national law firm that prides itself of providing outstanding service to their clients. Company culture is fantastic; professional development and growth opportunities, collaborative team, outstanding leadership group.

Why join us?

Competitive compensation
Excellent benefits including competitive 401k CONTRIBUTION (not match-contribution)
Great work/life balance
Career advancement opportunities

Job Details

Jobot is partnering with a growing and reputable law firm to staff a position for a Client Financial Services Specialist role. They are seeking an innovative, collaborative, and service-oriented Client Financial Services Specialist in our Cleveland office.

Duties & Responsibilities
Performs credit searches for new client intake and provides credit relations approval.
Develops and maintains monitoring processes and informative reports for WIP and AR.
Initiates the timely review of WIP and AR with attorneys to collaborate on appropriate client specific action plans.
Initiates phones calls and email communications with clients to facilitate collections of aging accounts consistent with the firm’s established policies.
Records client collections efforts and follow up activities within the accounting system.
Records discounted AR transactions consistent with the firm’s established policies.
Generates monthly AR statements and provides informative client collections correspondence.
Serves as the office’s primary contact for internal and external accounts receivable inquiries.
Provides routine status updates to the office partner in charge and other firm leadership.
Researches unallocated credits/payments and coordinates appropriate actions necessary for resolution.
Coordinates the routine review and resolution of dormant trust accounts.
Prepares client refunds for approval and submission to accounts payable.
Continuously maintains and supports efficient workflows and processes.

Knowledge & Skills
Knowledge of collection strategies and etiquette.
Skillful in negotiating in a way that produces positive outcomes.
Ability to communicate effectively, both orally and in writing.
Represent a strong client first approach with team collaboration.
Effective at maintaining productive relationships with attorneys, staff, and clients.
Exhibit a high degree of responsiveness and professionalism.
Ability to multi-task and prioritize assignments in a time sensitive environment.
Attentiveness to details ensuring completeness, accuracy, and organization.
Proven aptitude to learn new software applications.
Proficiency with Microsoft Office Suite; Excel, Outlook and Word.
Ability to work effectively in a hybrid environment, including proficiency using Zoom Workplace.

Education & Experience
Minimum of two years performing collections or other accounts receivable related experience.
Law firm or other professional services industry experience is highly desirable.
Proficiency with collections software is highly desirable.
Proficiency with Surepoint Legal Management System or Aderant is highly desirable.
Some college experience, with an emphasis in accounting or other related field is preferred.
Related work experience will be considered in lieu of education.

Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.

_{Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

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About the Company

Jobot

Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.

Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).

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COMPANY SIZE

100 to 499 employees

INDUSTRY

Staffing/Employment Agencies

FOUNDED

2018

WEBSITE

http://www.jobot.com

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