Client Account Specialist

Holland & Knight; Tampa (FL); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401(k) Plan

Profit Sharing

Paid Holidays

Paid Time Off

Dependent Care FSAs

Job summary

Holland & Knight is seeking a Client Accounts Specialist to act as a liaison with clients and internal teams to resolve non-payment issues and improve collection realization. The role may be located at the Tampa global operations center or the Dallas office and requires collaboration with Billing Attorneys and staff.

Ideal candidates will have 2–5 years in a professional setting, strong Microsoft Office and accounting skills, and the ability to manage aging receivables and credit balances.

Qualifications

• 2-5 years of work in a professional environment.
• Knowledge of collection strategies and financial reconciliation processes.
• Excellent written and verbal communication skills.

Responsibilities

• Communicate with attorneys, assistants, and clients.
• Monitor and resolve aged invoices, credit balances, and aged unbilled work.
• Outreach to resolve non-payment issues via email, phone, or mail.
• Report delinquent collections and at-risk inventory to leadership.
• Assist with training of new team members.

Skills

MS Office

Organization

Communication

Accounting

Education

Bachelor’s degree in accounting, finance or business

Tools

BillBlast

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

Our goal is to promote a work environment in which individuals have access to the resources they need to be their best both professionally and personally, which includes resources that encourage individuals to focus on their health and well-being.

• 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.

Holland & Knight is proud of having built one of the largest, most respected law firms in the world today. Holland & Knight has been advising clients for more than 130 years and has approximately 2,200 lawyers across the U.S. and in five international offices. Holland & Knight services clients globally. Known for our extraordinary legal service to clients, our culture of excellence, and our commitment to the communities in which we work, we are a firm of people who truly believe in what we do. We invite you to experience what Holland & Knight has to offer. It takes more than lawyers to build a great law firm and, as a result, the firm employs more than 1,700 business professionals. Business professionals play a pivotal role in the firm by planning and implementing strategic initiatives to enhance the firm’s capabilities and drive growth. The firm employs business professionals in many different areas, including technology innovation, pricing, business development, finance, talent acquisition, marketing, information governance, cybersecurity, information technology, talent development, compliance, office administration, communications and project management, just to name a few. Additionally, the firm employs many paralegals and practice assistants who directly support our lawyers and clients. Together, these roles form the infrastructure that allows our lawyers to focus on providing exceptional client service.