What are the responsibilities and job description for the Client Financial Services Specialist position at Taft Stettinius & Hollister LLP?
Taft is seeking a Client Financial Services Specialist to join our Accounting team in Taft’s Cleveland office.
We are seeking an innovative, collaborative, and service-oriented Client Financial Services Specialist in our Cleveland office. All Taft employees operate under a “Client First” philosophy — in all things, we seek to provide exceptional services to our clients.
Duties & Responsibilities
- Performs credit searches for new client intake and provides credit relations approval.
- Develops and maintains monitoring processes and informative reports for WIP and AR.
- Initiates the timely review of WIP and AR with attorneys to collaborate on appropriate client specific action plans.
- Initiates phones calls and email communications with clients to facilitate collections of aging accounts consistent with the firm’s established policies.
- Records client collections efforts and follow up activities within the accounting system.
- Records discounted AR transactions consistent with the firm’s established policies.
- Generates monthly AR statements and provides informative client collections correspondence.
- Serves as the office’s primary contact for internal and external accounts receivable inquiries.
- Provides routine status updates to the office partner in charge and other firm leadership.
- Researches unallocated credits/payments and coordinates appropriate actions necessary for resolution.
- Coordinates the routine review and resolution of dormant trust accounts.
- Prepares client refunds for approval and submission to accounts payable.
- Continuously maintains and supports efficient workflows and processes.
Knowledge & Skills
- Knowledge of collection strategies and etiquette.
- Skillful in negotiating in a way that produces positive outcomes.
- Ability to communicate effectively, both orally and in writing.
- Represent a strong client first approach with team collaboration.
- Effective at maintaining productive relationships with attorneys, staff, and clients.
- Exhibit a high degree of responsiveness and professionalism.
- Ability to multi-task and prioritize assignments in a time sensitive environment.
- Attentiveness to details ensuring completeness, accuracy, and organization.
- Proven aptitude to learn new software applications.
- Proficiency with Microsoft Office Suite; Excel, Outlook and Word.
- Ability to work effectively in a hybrid environment, including proficiency using Zoom Workplace.
Education & Experience
- Minimum of two years performing collections or other accounts receivable related experience.
- Law firm or other professional services industry experience is highly desirable.
- Proficiency with collections software is highly desirable.
- Proficiency with Surepoint Legal Management System or Aderant is highly desirable.
- Some college experience, with an emphasis in accounting or other related field is preferred.
- Related work experience will be considered in lieu of education.
Taft offers competitive compensation and a comprehensive benefit package, including medical, dental, vision, life, long term disability, flexible spending, 401K,Paid Time Off, paid holidays, bonus and more. The salary range for this position is $60,000. – $77,000. Actual compensation offer to candidate may vary from posted information based on work experience, education, and/or skill level.
Taft is an Equal Opportunity Employer. The information in this posting presents general duties, tasks, and responsibilities but is not intended to be an exhaustive listing. Taft Stettinius & Hollister LLP participates in E-VERIFY.
Our employees are people who thrive in a collaborative and fast-paced work environment. Taft’s lawyers and professional staff believe strongly in the value of our legal work. We believe that client service is our first, and most important, job. At Taft, success is measured in more than billable hours. This philosophy allows us to be active participants and leaders in our communities. Taft can help you create a long, rewarding, and meaningful career.
In addition, Taft is a signatory to the American Bar Association Well-Being Pledge, designed to support mental health and overall well-being for Taft’s attorneys and staff through education, firm policies, and intentional workplace culture.
We integrate inclusion into the fabric of what we do. We look for talented, dynamic, and innovative thinkers for our legal team. If you’re interested in joining our team, we encourage you to review our open positions and learn more about our firm.
Inclusion and Opportunity
Taft knows that people with varied experiences bring creative thinking, multiple perspectives, and innovative problem-solving techniques to issues in the practice of law. We are committed to fostering a culture among our attorneys and professional support staff that values different points of view from all team members.
Mentoring and Retention
No matter how talented or well educated, becoming a successful lawyer requires input and support from people who have already achieved that success. Research shows that careers profit from having someone in your corner. We want to be a champion for your career. Learn how Taft supports and emphasizes mentorship programs, as well as individual mentoring and sponsoring for our attorneys.
Professional Development
We grow when our employees thrive, so we make it a priority to provide the tools and resources our team needs to succeed. See how Taft can support your professional growth.
Salary : $60,000 - $77,000