Client Collections & Accounts Specialist

Law Office of Bryan Fagan; San Antonio (TX); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

401(k)

Dental insurance

Health insurance

Life insurance

Vision insurance

Job summary

The Law Office of Bryan Fagan seeks an Account Representative Collections Specialist to serve as the primary liaison for existing clients in the Billing Department. You will manage communications, maintain financial details, and ensure transparency through legal milestones.

Ideal candidates have 2+ years in customer-facing roles and are proficient with Clio, Google Sheets, and CRM systems, delivering accurate updates and cross-functional collaboration.

Qualifications

• 2+ years of experience in customer service, client success, or account management (preferably handling collection/client relations in legal, financial, or professional services)
• Strong verbal and written communication skills across phone, email, and text platforms
• Proficient in CRM and productivity tools including Clio, Google Sheets, and internal case management platforms
• Demonstrated ability to manage multiple accounts and prioritize effectively
• Proficient in Excel

Responsibilities

• Serve as the dedicated liaison for active clients throughout the lifecycle of their case or engagement.
• Build and maintain strong relationships with clients by offering support, solutions, and timely updates.
• Conduct scheduled check-ins to assess client satisfaction and address concerns proactively.
• Meet with clients at designated stages of their case to ensure transparency, preparedness, and understanding of both legal and financial expectations.

Skills

Verbal communication

Written communication

Account management

Multitasking

Customer service

Tools

Clio

Google Sheets

Internal case management platforms

Job description

The Law Office of Bryan Fagan seeks an Account Representative Collections Specialist to serve as the primary liaison for existing clients in the Billing Department. You will manage communications, maintain financial details, and ensure transparency through legal milestones.

Ideal candidates have 2+ years in customer-facing roles and are proficient with Clio, Google Sheets, and CRM systems, delivering accurate updates and cross-functional collaboration.