What are the responsibilities and job description for the Client Account Specialist position at The Law office of James E.Crawford, Jr &...?
Client Account Specialist
About Us:
JC Law – also known as The Law offices of James Crawford E. Crawford Jr and Associates is Maryland’s Top Legal Firm focused on domestic law. Since 1992, we have grown to be known for our culture of winning, unparalleled client service, and innovative solutions.
In the past four years, we have experienced tremendous growth and are looking for individuals with the drive and ambition to be the best in their field, lifelong learners who understand what it takes to succeed. If that sounds like you, then consider joining our team!
Your role:
At James Crawford law, we're not just legal experts - we're also committed to providing exceptional client experiences. As Maryland’s largest family-owned law firm, we’ve built a reputation for our exceptional client-centric approach. As we grow, we are looking to add a resourceful Client Account Specialist to help us uphold our reputation for excellence.
Requirements
Your responsibilities:
Our everyday assignments are equally challenging, varied, and rewarding. You can expect a typical week to include tasks such as:
- Client Communication: Serve as a vital point of contact for maintaining and enhancing our commitment to exceptional customer service
- Collaboration with Legal Teams: Collaborate closely with our attorneys to stay informed about the progress of each client's case. This includes forecasting and collecting retainer balances for accurate financial management
- Financial Performance Goals: Strive to achieve both strong financial performance and top-tier customer service according to established weekly and monthly targets
- Payment Facilitation: Employ innovative strategies to inspire prompt and complete payments from clients
- Debt Management: Meticulously track and recover outstanding debts through various communication channels, including phone, mail, internet, and in-person interactions
- Resolution Expertise: Effectively resolve overdue payments and outstanding balances while maintaining a high level of professionalism
- Transaction Accuracy: Process payments and refunds with precision and attention to detail
- Billing & Credit Issue Resolution: Address and resolve billing and credit issues promptly to ensure smooth financial transactions Record Keeping: Establish and update client accounts, maintaining accurate records of retainer balances, payments, credits, and collection activities
Your qualifications:
At JC Law, we measure character along with credentials. But for you to contribute immediately to this role; your experience should include:
- Proven experience in Account Receivable Management or a related field, preferably in the legal industry
- Exceptional interpersonal skills for effective engagement with attorneys, clients, and management
- Strong customer service capabilities, including negotiation, conflict resolution, and professional phone conduct
- Comprehensive understanding of core accounting and finance procedures
- Familiarity with diverse collection techniques
- Proficiency in MS Office, accounting software, and billing platforms
- Demonstrated organizational excellence, adept at prioritization and multitasking Outstanding written and verbal communication abilities, ensuring clear and concise interactions
Your incentives and benefits:
We understand what it takes to be successful in the legal field. As such, we strive to provide all team members with exceptional resources, compensation, and benefits.
Compensation:
- Annual pay raises
Resources:
- Training, mentoring, and co-working alongside a team of experienced accountants and finance specialists
Benefits:
- Full medical, dental, and vision healthcare plans including an HSA option
- 100% employer-paid healthcare premiums for individual employees (Blue Cross/Blue Shield)
- 401K retirement plan with automatic 1.5% equity share
- Life insurance through Kelly Benefits
- Two weeks PTO with 40 hours paid sick leave, with the ability to roll over unused PTO from year to year
- Flexibility to work remotely 2 day per week after the probationary period
- Other perks include: gym membership reimbursement, Firm provided lunches on Fridays, company events, and more