Client Account Specialist Job Opening

Client Account Specialist

Bradley

Birmingham, Alabama
Category: Finance Manager

Position Summary:

The Client Accounts Specialist will report directly to the Client Accounts Manager and is responsible for the status of the Firm’s accounts receivables, including monitoring and reporting account issues, analyzing account ledgers, identifying root causes of outstanding balances and fostering payment. In addition, the Client Accounts Specialist will be responsible for effective and timely communication in accordance with Firm policies to ensure Firm expectations are met. In this role, the Client Accounts Specialist will demonstrate a high level of quality client service through the execution of accuracy, responsiveness, reliability and professionalism on every interaction in a fast-paced account management environment. The Client Accounts Specialist is also expected to foster team work and work closely with internal departments to ensure best practices throughout the organization.

Position Responsibilities:

  • Monitor accounts receivables per the Firm’s payment expectations
  • Research account issues through multiple databases/programs
  • Reconcile account payments and credits
  • Report account status and issues
  • Contact clients to resolve issues and foster payment
  • Maintain database of account records
  • Work directly with attorneys to improve account payments and resolve issues
  • Other duties as assigned

Position Requirements and Desired Skills:

  • Bachelor’s Degree in Accounting and/or Finance, preferred
  • Proficient in Microsoft Excel
  • Strong negotiation skills
  • Excellent problem solving ability
  • Experience working in professional environment; Law Firm experience is a plus
  • Excellent written and verbal communication skills
  • Ability to manage a process while maintaining strong attention to detail
  • Ability to learn financial software quickly
  • Ability to work under pressure in a fast-paced environment
  • Strong time-management skills and ability to multi-task
  • Strong client service focus and ability to work effectively in a team environment
  • Self-motivation and ability to work with minimal supervision
  • Various physical activity may be required

Bradley is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex (including pregnancy, sexual orientation and gender identity or expression), marital status, age, physical or mental disability, veteran status, genetic information, or any legally protected status.

Job Type: Full-time

Education:

  • Bachelor's (Preferred)