Client Account Services Specialist

Alabama Chapter of the American College of Cardiology; Washington (District of Columbia); On-site; USD 75,000 - 85,000; Full time

Job summary

The Alabama Chapter of the American College of Cardiology is seeking a Client Account Services Specialist to manage accounts receivable, monitor aged AR, and ensure timely collections in line with internal policy.

The role interfaces with attorneys, practice group leaders, and finance leadership to resolve billing discrepancies, develop collection strategies, and implement payment plans, with a focus on accuracy and confidentiality.

Qualifications

• High School Diploma required; Bachelor’s degree preferred.
• Three (3) plus years of accounting/finance experience, preferably in the accounts/receivable function.
• Prior law firm experience highly preferred.
• Knowledge of e-billing systems preferred.
• Experience with Aderant preferred.

Responsibilities

• Oversee the daily administration of the firm’s AR inventory, including developing strategies for minimizing the days outstanding of overdue accounts
• Coordinate and lead meetings with Practice Group Leaders and Partners to discuss aged AR inventory with recommended approaches and strategies for collection
• Develop system, while adhering to internal collection policy, to perform outreach to clients on past due accounts and maintain up to date collection notes in the Collections database
• Coordinate and evaluate write-off requests and recommend other approaches to reduce A/R inventory
• Maintain notes and records of attorney/client communications for A/R inventory
• Perform weekly/monthly follow-ups on payment promises and payment plans
• Prepare, maintain, and analyze internal A/R Practice Group reports
• Lead the preparation and maintenance of year-end partner projections
• Create, update and revise Excel spreadsheets as needed to support A/R functions
• Provide backup support to cash receipts staff with processing client payments by recording wires, cash and checks as needed

Skills

Client service

Communication

Confidentiality

Excel proficient

Multitasking

Attention to detail

Team collaboration

Problem solving

Education

High School Diploma

Bachelor's degree preferred

Tools

Aderant

Excel

Job description

Under the direction of the Director of Billing and Revenue, the Client Account Services Specialist is responsible for monitoring aged accounts receivable (AR) and ensuring the timely collection of payments in accordance with the firm’s internal collection policy. This role involves reconciling financial data, reviewing delinquencies and payment anomalies, and executing collection strategies to resolve outstanding balances. The Client Account Services Specialist serves as a liaison between clients, attorneys, legal administrative assistants, and Accounting and Finance leadership to address billing discrepancies, payment issues, and unallocated funds. The Client Account Services Specialist is also responsible for meeting with Practice Group Leaders and Partners and developing strategies for collections, communicating with clients regarding outstanding A/R and devising payment plans, and coordinates work with cash receipts and collections staff.

RESPONSIBILITIES/ESSENTIAL FUNCTIONS:

• Oversee the daily administration of the firm’s AR inventory, including developing strategies for minimizing the days outstanding of overdue accounts
• Coordinate and lead meetings with Practice Group Leaders and Partners to discuss aged AR inventory with recommended approaches and strategies for collection
• Develop system, while adhering to internal collection policy, to perform outreach to clients on past due accounts and maintain up to date collection notes in the Collections database
• Coordinate and evaluate write-off requests and recommend other approaches to reduce A/R inventory
• Maintain notes and records of attorney/client communications for A/R inventory
• Perform weekly/monthly follow-ups on payment promises and payment plans
• Prepare, maintain, and analyze internal A/R Practice Group reports
• Lead the preparation and maintenance of year-end partner projections
• Create, update and revise Excel spreadsheets as needed to support A/R functions
• Provide backup support to cash receipts staff with processing client payments by recording wires, cash and checks as needed

KNOWLEDGE, SKILLS, AND ABILITIES:

• Strong interpersonal and communication skills with a client-service focus
• Ability to communicate professionally and effectively, both in oral and written form
• Ability to develop confidence and trust of attorneys and client contacts and establish positive working relationships
• Self-motivated with the ability to work independently to meet goals
• Demonstrates resourcefulness and critical thinking with resolving attorney and/or client questions or issues
• Ability to develop creative solutions for client payment plans
• Ability to effectively organize assignments to ensure that daily requirements are met
• Ability to create and implement effective procedures
• Ability to demonstrate attention to detail and accuracy
• Must maintain confidentiality of work-related information and materials
• Ability to multi-task, prioritize/coordinate deadlines, and track progress of tasks
• Must establish and maintain effective working relationships in or out of a team environment
• Advanced Microsoft Office skills, including strong proficiency with Microsoft Excel
• Understands and adopts the organizational structure
• Possesses the attitude of collaboration and sharing
• Willingness to learn and adopt new methodologies

EDUCATION AND EXPERIENCE:

• High School Diploma required; Bachelor’s degree preferred
• Three (3) plus years of accounting/finance experience, preferably in the accounts/receivable function
• Prior law firm experience highly preferred.Knowledge of e-billing systems preferred.
• Experience with Aderant preferred

OTHER DUTIES AND EXPECTATIONS:

• This description outlines the basic requirements of this position. It is not intended to be a complete description as other duties may be assigned
• Meets the department’s expectations to retrieve, read and/or respond to firm and client-related e-mail messages during and outside of core business and scheduled work hours by connecting a personal mobile device (smartphone or tablet with a data plan) to the firm’s network

The base salary for this position is expected to be between $75,000 to $85,000 annually. Actual salary will be determined based on skills, experience (to the extent relevant) and other job-related factors, consistent with applicable law.

Wiley’s comprehensive benefits package includes medical and prescription drug plan coverage, dental, vision, flexible spending and health savings accounts, life insurance, 401(k) retirement plan with firm discretionary contribution, generous paid time off (PTO) package plus ten firm paid holidays, access to state of the art on-site fitness facilities and locker rooms and wellness programming, paid parental leave and subsidized backup child/elder care, and more.
*Wiley is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and employees without regard to race, color, religion, sex, pregnancy, national origin, age, physical and mental disability, marital status, sexual orientation, gender identity or expression, genetic information, military and veteran status, personal appearance, family responsibilities, political affiliation, matriculation status, credit information, status as a victim or family member of a victim of domestic violence, a sexual offense or stalking, homeless status, or any other characteristic protected by applicable law.
**This Organization Participates in E-Verify. This employer will provide the Social Security Administration (SSA) and, if necessary, the Department of Homeland Security (DHS), with information from each new employee’s Form I-9 to confirm work authorization. Employers may not use E-Verify to pre-screen job applicants and may not limit or influence the choice of documents you present for use on the Form I-9.