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Client Accounts Specialist

  • Job Number 527787
  • Type Permanent
  • Location Old Greenwich, CT
  • Pay 75000 - 80000
  • Referral Bonus $250

Client Accounts Specialist

Job Description:

This person will actively oversee aged client accounts receivable, communicate with attorneys and client accounts manager on the status of accounts, establish payments arrangements or resolve billing queries, provide invoice copies as requested by clients and attorneys and review and chase accounts until payment, escalated or written off.


  • Maintain client account collection activity records in tracking software
  • Regularly communicate account status with the accounts manager and attorneys
  • Prepare and distribute various A/R reports to attorneys
  • Process reminder notice exemption requests and, as needed, reminder statements
  • Assist with information requests, account reconciliations or other financial analyses required by the Client Accounts Manager, attorney or other finance manager
  • Escalate trouble debts to the client accounts manager that it be sent to the credit committee for review and supervise the progression of the account to resolution
  • Process approved write-off requests
  • Communicate promptly to the collection manager extraordinary events which may require his/her involvement, such as the following:
  • Any large value client collection problem
  • Any client inquiry that cannot be addressed by the client account specialist
  • Any client dispute, especially those that are sensitive or confrontational
  • Attorneys who do not cooperate with collection efforts
  • Client or attorney complaints which may involve you at any level
  • The above statements are intended to generally identify the type and level of duties and responsibilities of the position and are not intended to set forth an all-inclusive list of specific responsibilities and requirements of the position


  • At least 3 –5 years of relevant work experience
  • Bachelor’s degree preferred
  • Excellent written, verbal and organizational skills required
  • Proficient user of CreditForce or similar collection software as well as Microsoft Excel required
  • Experience with Elite Enterprise is preferred