Client Solutions Specialist

Lloyd & McDaniel, PLC; Marietta (GA); On-site; USD 45,000 - 60,000; Full time

Job summary

Lloyd & McDaniel, PLC is seeking a detail-focused professional to collaborate with a team of collectors, support staff, and accounting to ensure client files are properly managed per firm and client standards. You will serve as the primary contact for a defined group of clients, handle inquiries, and participate in monthly client calls.

You will assist with reporting, settlement requests, and entering bankruptcy information as needed, while maintaining awareness of client guidelines and SOP

Qualifications

• Excellent communication skills (written and verbal) and strong customer service abilities.
• Ability to work independently or in a team environment with reliable follow-through.
• Demonstrates dependability, regular attendance, and willingness to work overtime when needed.
• Professional, articulate, and hardworking with a client-focused mindset.
• Familiarity with basic accounting concepts and document handling is a plus.

Responsibilities

• Respond to client requests, emails, and calls promptly; coordinate with Director and other teams as needed.
• Maintain relationships with assigned clients and understand their requirements and SOPs.
• Attend monthly client calls, take notes, and follow up on actions discussed.
• Submit settlement requests and client correspondence when guidelines require.
• Monitor file flow through the legal process and report work gaps to the Collections Director.
• Assist with creating settlement letters and gathering documents for bankruptcy or media requests.
• Develop reports with IT and Collections leadership to track progress and client activity.
• Support training of new staff as needed and stay current on applicable laws and firm policies.

Skills

Communication skills

Team collaboration

Attention to detail

Tools

Microsoft Word

Microsoft Access

Microsoft Excel

Job description

Lloyd & McDaniel, PLC is seeking a detail-focused professional to collaborate with a team of collectors, support staff, and accounting to ensure client files are properly managed per firm and client standards. You will serve as the primary contact for a defined group of clients, handle inquiries, and participate in monthly client calls.

You will assist with reporting, settlement requests, and entering bankruptcy information as needed, while maintaining awareness of client guidelines and SOP