Client Account Specialist

hklaw; Tampa (FL); On-site; USD 55,000 - 75,000; Full time

Job summary

Holland & Knight seeks a Client Accounts Specialist to work at the Firm's Tampa global operations center or in the Dallas office. The role acts as a liaison with clients and internal teams to resolve non-payment issues and improve collection realization.

Responsibilities include managing attorney inventory, resolving aged invoices and credit balances, and conducting outreach via email, phone, and mail. Strong Microsoft Office, Excel, and communication skills are essential.

Qualifications

• 2-5 years of work in a professional environment.
• Knowledge of collection strategies and financial reconciliation processes.

Responsibilities

• Communicate and interact with attorneys, assistants, and clients.
• Manage assigned attorneys' inventory, monitoring and resolving aged invoices, credit balances, and aged unbilled work.
• Handle all aspects of attorney and client outreach to resolve non-payment issues.
• Respond to collection related requests quickly, effectively, and accurately.
• Work with peers and management on collection related requests.
• Partner with the Billing team to resolve auditing and reconciliation issues.

Skills

MS Office

Organizational skills

Written communication

Interpersonal skills

Computer skills

Accounting functions

Education

Bachelor's degree in accounting, Finance or Business

Tools

BillBlast

Microsoft Excel

Job description

We are a Firm where people truly believe in what they do and strive to achieve the highest standards of performance and success.

This position could be located at the Firm's global operations center in Tampa or in the Dallas office.

General Description

The Client Accounts Specialist will work with Holland & Knight's Billing Attorneys, assistants, and internal teams as a liaison with clients, for the purpose of resolving client non-payment issues to improve collection realization.

Key Responsibilities and Essential Job Functions

• Communicate and interact with attorneys, assistants, and clients.
• Manage assigned attorneys' inventory, specifically monitoring and resolving aged invoices, credit balances, and aged unbilled work.
• Handle all aspects of attorney and client outreach (via e-mail, phone, and/or mail) to resolve non-payment issues.
• Respond to collection related requests quickly, effectively, and accurately.
• Work with peers and management on collection related requests.
• Partner with the Billing team to resolve auditing issues, reconciliation issues, and elevate concerns as needed.
• Communicate and report to leadership on delinquent collections and at risk inventory.
• Assist with the training of new team members, as needed.
• Expected to maintain a regular and predictable work schedule and full attention to and engagement in work activities on behalf of the firm during business hours unless otherwise approved or required by applicable law.
• Special projects and duties as assigned.

Required Skills

• Knowledge of or ability to learn Microsoft Office Suite, or Microsoft 365.
• Excellent organizational, problem-solving, and time management skills.
• Excellent written and verbal communication skills, with the ability to interact professionally with attorneys, clients and internal stakeholders.
• Excellent interpersonal skills and ability to use good judgment.
• Excellent computer skills.
• Proficient knowledge of accounting functions.

Required Qualifications & Education

• 2-5 years of work in a professional environment.
• Knowledge of collection strategies and financial reconciliation processes.

Preferred Qualifications & Education

• 1-2 years of work as a Client Accounts Representative.
• Bachelor's degree in accounting, Finance or Business discipline.
• Advanced Microsoft Excel Skills (vlookup, xlookup, pivot tables).
• Knowledge of legal eBilling Platforms (i.e. BillBlast, etc.)

Physical Requirements

• Ability to sit or stand for extended periods of time.
• Moderate or advanced keyboard usage.

Benefits

Below are the benefits we offer:

• comprehensive medical (PPO and HDHPs)
• dental and vision plans including coverage for domestic partners
• life and AD&D insurance
• short and long term disability insurance
• tax-advantaged accounts for health care expenses, including FSAs and HSAs
• FSAs for dependent care
• health advocacy services
• behavioral health and counseling resources for all family members
• 401(k)
• profit sharing
• backup dependent care
• senior care planning support
• resources for individuals with development disabilities and their caregivers
• paid holidays and other paid time off, including paid leave for new parents

Holland & Knight is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy, childbirth or related conditions, transgender status, and sexual orientation), national origin, age, disability, genetic information, veteran status or any other factor prohibited by law.

Applicants who are interested in applying for a position and require an accommodation during the process should contact [e-mail].

Personal Information collected from applicants will be used for the purpose of processing the application throughout any recruitment or employment process, as well as inclusion in a personnel file. Categories of data collected may include name, address, phone numbers, email, Social Security Number, and signature. Holland & Knight may collect further information if you consent to a background check. This includes criminal background, employment, and certifications. Please visit Legal Information Portal for Holland & Knight LLP's privacy policies.