Client Services Analyst

Cozen O’Connor is seeking a Client Services Analyst to join our Philadelphia team. The position of Client Services Analyst reports directly to the Client Services Supervisor and will work closely with the Director of Collections and Billing in collection efforts. This is a hybrid position in the Philadelphia office.

Job duties and responsibilities:

• Assist with various client requests for additional information on invoices
• Ensure proper administration of internal write-off policies
• Monitor e-billed invoices deductions and assist with helping to reduce deductions
• Maintain accurate files of attempts to contact clients and records of discussions
• Assist with the cleanup of unallocated receipts and short paid invoices
• Work with clients to reconcile any accounting discrepancies
• Process write-offs for identified accounts
• Build relationships with attorneys to identify clients that can be contacted for paying outstanding balances
• Perform tasks at a high level with customer service being top priority
• Research and resolve invoice inquiries/issues
• Place direct phone calls and emails to clients that are past due
• Provide copies of past due invoices and recapping invoices when necessary
• Update comments in Aderant system
• Assist with payment posting, client refunds and fund reallocations
• Research payment allocations and unidentified payments

Qualifications and requirements:

• High School Diploma or equivalent experience required
• College degree preferred
• 3 – 5 years’ experience in client services, collections, accounts receivable or a related area
• Excellent written, oral and reading communication skills in order for the incumbent to accurately obtain, interpret and transcribe a variety of communications and instructions
• Proficiency in Microsoft applications with advanced level in Microsoft Word and Outlook
• Professional interpersonal skills and the ability to adjust and interact with all levels of personnel including clients, attorneys and staff
• Be able to multitask, organized, set priorities and meet deadlines and take pride in one’s work
• Professional judgement, strong attention to detail and great interpersonal skills required

Cozen O’Connor is an Equal Opportunity Employer, including disabled and veterans.

Cozen O'Connor actively welcomes applicants who have previously left the workforce and are looking to return to their careers. Gaps in experience are not penalized.

Cozen O’Connor is committed to employing a diverse complement of attorneys and staff, and to fostering greater inclusion in the legal profession. We understand the organizational effectiveness that comes from welcoming and valuing differences within the firm, and we know that assembling a team with a rich diversity of perspectives and experience is necessary to provide the highest quality legal service. We encourage candidates to apply and join us in this effort.

Job Type: Full-time

Education:

• High school or equivalent (Required)

Experience:

• Collections: 3 years (Preferred)
• Accounts receivable: 3 years (Preferred)
• Client services: 3 years (Preferred)

Work Location: Hybrid remote in Philadelphia, PA 19103