Client Financial Services Specialist (Atlanta)
At Taft, we work as one team, driven and committed to helping our clients succeed. A full-service law firm with more than 1,250 attorneys and over 2,000 on our team, we have the collaborative approach, advanced technological resources, and depth of services that make us a preeminent law firm.
Taft is seeking a Client Financial Services Specialist to support Taft’s Atlanta office.
We are seeking a Client Financial Services Specialist with 2+ years’ experience. All Taft employees operate under a “Client First” philosophy—in all things, we seek to provide exceptional services to our clients.
Duties & Responsibilities:
- Participates in training and development opportunities to enhance collections expertise.
- 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
- Maintains confidentiality of the company’s and clients’ information.
Requirements:
- Minimum of two years performing collections or other accounts receivable related experience.
- College experience with an emphasis in accounting or other related field is preferred.
- Related work experience will be considered in lieu of education.
- Law firm or other professional services industry experience is highly desirable.
- Proficiency with Surepoint Legal Management System or Aderant is highly desirable.
Interested candidates should apply here.