What are the responsibilities and job description for the Client Account Specialist - Various Firm Locations position at Baker Donelson?
Baker, Donelson, Bearman, Caldwell, & Berkowitz, PC has an immediate opening for a Client Account Specialist. Candidate may reside in Charlotte, Raleigh, Charleston, Nashville, Baltimore, Baton Rouge, Birmingham, Chattanooga, Houston, Jackson, Knoxville, Memphis, Atlanta, or New Orleans areas. The position is remote other than the 2nd and 4th mandatory Wednesdays of each month.
Salary is based upon years of experience and location.
Responsible for collecting the firm’s accounts receivable through working directly with the client billing attorneys and, in many situations, directly with the client. Sending follow-up inquiries, negotiating with past due accounts. Document and maintain accurate records. Know commonly used collection concepts, practices, and procedures. Use firm established guidelines and procedures to perform the functions of the job. Maintain ambitious standards and professional collection activities and support. This position is considered professional level. Reports directly to the Client Accounts Manager. Daily contacts include but are not limited to the Director of Revenue Services, CEO, COO, CFAO, Managing Shareholder, Office Administrators, Accounting, Finance, Administration, Attorneys, and Secretaries.
Key Responsibilities include:
Thank you for submitting your resume. After our hiring committee has had a chance to review all candidates for this position, we will reach out to only those that will be moving on to the next step in our recruiting process. We appreciate your interest in the position and will contact you if further action is necessary.
Baker, Donelson, Bearman, Caldwell, & Berkowitz, PC is an equal opportunity employer, and all qualified applicants receive consideration for employment and all employees are treated during employment without regard to race, color, sexual orientation, religion, sex, age, national origin, genetic information, physical or mental disability, veteran status, gender identity, gender expression and marital status.
Salary is based upon years of experience and location.
Responsible for collecting the firm’s accounts receivable through working directly with the client billing attorneys and, in many situations, directly with the client. Sending follow-up inquiries, negotiating with past due accounts. Document and maintain accurate records. Know commonly used collection concepts, practices, and procedures. Use firm established guidelines and procedures to perform the functions of the job. Maintain ambitious standards and professional collection activities and support. This position is considered professional level. Reports directly to the Client Accounts Manager. Daily contacts include but are not limited to the Director of Revenue Services, CEO, COO, CFAO, Managing Shareholder, Office Administrators, Accounting, Finance, Administration, Attorneys, and Secretaries.
Key Responsibilities include:
- Collaborate with client (billing) attorneys regarding their aged A/R.
- Communicate with clients via email and telephone regarding aged accounts receivable upon billing attorney approval.
- Perform account reconciliations to ensure accurate billing and payment applications.
- Compile information for reporting of the progress of collections and accounts receivable aging.
- Analyze, investigate, and clarify problem
- Report problem and/or doubtful accounts to appropriate parties (CEO, COO, Managing Shareholders, Office Administrator, CFAO, Director of Revenue Services).
- Facilitate and expedite the allocations of aged accounts
- Monitor the opening of new matters for existing clients with collection and/or write-off issues.
- Monitor accounts with collection
- Oversee automatic reminder statements for the Firm, making sure that waivers and reminders are generated and mailed.
- Follow up on approved electronically billed
- Monitor receivable write-offs for the
- Manage any client/attorney
- Participate in monthly Client Accounts meetings to report collection
- Assist Manager with compiling, tracking, and monitoring Firm fiscal year end process as requested.
- Manages other job-related duties as assigned by the Director of Revenue Qualifications will include:
- Computer experience with knowledge of Word, Excel, Collections software
- ARCS and ADERANT a plus
- Must have good organizational, communication and math skills.
- Must be detail oriented, able to work in a fast-paced environment.
- Ability to use good judgement and discretion in establishing and maintaining relationships with attorneys, staff, and clients.
- Overtime may be required.
- Travel may be required.
Thank you for submitting your resume. After our hiring committee has had a chance to review all candidates for this position, we will reach out to only those that will be moving on to the next step in our recruiting process. We appreciate your interest in the position and will contact you if further action is necessary.
Baker, Donelson, Bearman, Caldwell, & Berkowitz, PC is an equal opportunity employer, and all qualified applicants receive consideration for employment and all employees are treated during employment without regard to race, color, sexual orientation, religion, sex, age, national origin, genetic information, physical or mental disability, veteran status, gender identity, gender expression and marital status.
