Client Account Services Coordinator

Creative Financial Staffing, LLC; Columbus (OH); Hybrid; USD 60,000 - 75,000; Full time

Job summary

Creative Financial Staffing, LLC is seeking a Client Account Services Coordinator in Columbus, OH for a hybrid role. You will manage accounts receivable, perform reconciliations, and support clients with invoices and payment inquiries.

The position requires experience in AR, collections, and billing, with strong Excel skills and familiarity with accounting systems. A bachelor’s or associate degree in accounting/finance is preferred.

Qualifications

• Experience in accounts receivable, collections, billing, or a related accounting function.
• Strong Excel skills and experience using financial or accounting systems.
• Experience with account reconciliations and payment tracking.
• Associate's or Bachelor's degree in Accounting, Finance, Business, or related field preferred.

Responsibilities

• Manage outstanding accounts, collection follow-up, and account documentation within ARCS.
• Monitor payment plans, account statements, and write-off requests.
• Provide account analysis and reconciliation support using Aderant and Excel.
• Review and approve client and matter intake requests, escalating issues as needed.
• Support internal stakeholders and clients with invoices, account inquiries, and payment-related requests.
• Assist with collection goal tracking, account reviews, and special projects.

Skills

Accounts receivable

Collections

Billing

Education

Associate's or Bachelor's degree in Accounting, Finance, Business, or related field

Tools

Aderant

Excel

Job description

Client Account Services Coordinator

Salary: $60,000 - $75,000

Location: Hybrid | Columbus, OH

Why This Opportunity Stands Out:

• Hybrid work environment with flexibility while maintaining in-person collaboration.
• Gain exposure to leadership and key business stakeholders across multiple office locations.
• Build expertise in accounts receivable, collections, client account management, and financial operations.
• Develop strong analytical and problem-solving skills through account reconciliation and special projects.
• Play a visible role supporting business operations and client relationships.
• Participate in annual account reviews and collection strategy initiatives.
• Diverse responsibilities that provide exposure to both accounting and operational functions.

Key Responsibilities for the Client Account Services Coordinator:

• Manage outstanding accounts, collection follow-up, and account documentation within ARCS.
• Monitor payment plans, account statements, and write-off requests.
• Provide account analysis and reconciliation support using Aderant and Excel.
• Review and approve client and matter intake requests, escalating issues as needed.
• Support internal stakeholders and clients with invoices, account inquiries, and payment-related requests.
• Assist with collection goal tracking, account reviews, and special projects.

Qualifications for the Client Account Services Coordinator:

• Experience in accounts receivable, collections, billing, or a related accounting function.
• Strong Excel skills and experience using financial or accounting systems.
• Experience with account reconciliations and payment tracking.
• Associate's or Bachelor's degree in Accounting, Finance, Business, or related field preferred.