Client Funds Specialist

Freeman Mathis and Gary, LLP is a rapidly growing, national specialty litigation firm seeking an experienced Client Funds Specialist to join our Atlanta office. The Client Funds Specialist is responsible for analyzing client accounts to determine the handling and proper distribution of overpayments. This role reports directly to the Senior Manager of Client Funds and works closely with the Client Funds team to ensure timely resolution of overpayments. This position is ideal for applicants who are highly organized and detailed problem solvers that thrive in a team environment and understand the importance of both internal and external client service.

The following set of success factors describe the characteristics of those who are successful in our Firm:

• Helpful, Congenial, Personable, Positive
• Unpretentious, Approachable, Respectful, Team Oriented
• Accountable, Takes Ownership, Corrects Mistakes
• Organized, Timely, Confidential, Responsive (within 24 hours)

Duties and Responsibilities:

• Track, research, and resolve client overpayments
• Reconcile matters to determine correct unapplied cash application, or appropriate party to receive refund
• Effectively communicate with attorneys, clients, and insurance carriers regarding resolution of unapplied cash issues
• Request refund checks; and return duplicate checks to clients
• Research payments posted to unapplied cash via the firm’s accounting system and bank accounts, as well as client billing sites.
• Research and resolve outstanding UAC checks
• Request client refunds and create correspondence explaining reason for refund
• Assist with client audit letter responses
• Assist with retainer tracking and Trust requests
• Prioritize various and changing responsibilities while being organized and detail oriented
• Process and screen data to verify any discrepancies with systems
• Complete special assignments and requests as directed by manager timely and accurately

Education, Experience, and Skills:

• Bachelor’s degree in finance, Accounting, Economics or other related field of study preferred
• Experience using accounting software
• Strong organizational, time management, and problem-solving skills required
• Dedicated to providing service beyond expectation
• Excellent communication and interpersonal skills
• Ability to multi-task, prioritize and work under tight deadlines
• Excellent time management skills
• Demonstrates strong attention to detail, catches errors and corrects them quickly
• Ability to perform at high levels in a fast-paced, dynamic work environment
• Adaptable to changing priorities and work demands
• Pro-active, follows through with minimum direction, and displays initiative
• Exhibits a positive attitude and has confidence
• Other tasks and duties as required/assigned

At FMG, people are our greatest asset. We invest in your success and well-being through:

• Competitive compensation
• Medical, dental, and vision coverage
• HSA and FSA options
• 401(k) with 3% employer Safe Harbor contribution
• Generous PTO and work–life balance
• Year-end bonuses and referral programs
• Firm-paid life insurance and long-term disability
• Employee Assistance Program
• A collaborative, respectful, and team-oriented culture

EEO Statement

Freeman Mathis & Gary, LLP (FMG) is committed to providing equal employment opportunities to all applicants and employees by maintaining a workplace free of discrimination based on race, color, religion, sex, national origin, age, disability, genetic information, or any other protected status as provided by law. FMG complies with all applicable federal, state, and local laws. This position is subject to our drug‑free workplace policy, which includes the ability to pass a pre‑employment drug screen. Employees may be subject to reasonable‑suspicion drug testing in accordance with Firm policies outlined in the Employee Handbook.