Senior Client Accounts Specialist
| Company | Holland & Knight |
|---|---|
| Location | Dallas, TX, USA, Brandon, FL, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior |
Requirements
- Minimum 5-7 years of progressive experience in legal collections, client relations, and account management, preferably within a law firm or legal department environment.
- Strong proficiency in using MS Office suite, with advanced skills in Excel for data analysis and reporting.
- Excellent communication skills, both verbal and written, with a track record of effectively communicating with attorneys, clients, and internal stakeholders.
- Demonstrated ability to manage complex accounts and handle sensitive client interactions with diplomacy and tact.
- Self-motivated individual with a strong work ethic and a commitment to maintaining confidentiality and ethical standards.
- Proven track record of collaborating effectively with peers and management to achieve common goals.
- In-depth knowledge of accounting principles and financial processes, including billing and collections preferably within a legal context.
Responsibilities
- Serve as a primary liaison between billing attorneys, clients, and internal stakeholders to expedite resolution of client non-payment issues and enhance collection efficiency.
- Manage assigned portfolios of attorneys and accounts including oversight of high-dollar inventory, account analysis, collections guidance, and ensuring timely resolution of aged invoices, credit balances, and unbilled inventory.
- Proactively communicate with attorneys, practice assistants and clients via email, phone, and mail to address payment delinquencies and negotiate payment plans where necessary including monitoring of adherence by the client.
- Respond promptly and accurately to collection inquiries from attorneys, practice assistants, and firm leadership, maintaining a high level of customer service and professionalism.
- Generate and present detailed reports to firm leadership on delinquent accounts, highlighting at-risk inventory and proposing strategic solutions for improvement.
- Demonstrate high levels of customer service to the firm’s clients, attorneys, leadership and staff, as well as advocate a culture towards timely billing, collections, and adherence to the terms of engagement or outside counsel guidelines.
- Actively participate with cross-functional teams to identify and implement process improvements aimed at enhancing collection effectiveness and operational efficiency.
- Special projects and duties as assigned.
Preferred Qualifications
- Bachelor’s degree in Business Administration, Finance, or a related field preferred, or equivalent combination of education and relevant work experience.