Senior Client Operations Specialist

Atlas Search; New York (NY); On-site; USD 80,000 - 100,000; Full time

Job summary

A leading professional services organization in New York is seeking a Senior Client Operations Specialist to manage client account operations, billing, and collections. The role requires a bachelor's degree and 3–5 years of relevant experience. Strong detail orientation and communication skills are crucial. The position is temporary and offers competitive compensation in a dynamic legal industry setting.

Qualifications

• 3–5 years of experience in client operations, billing, or finance.
• Experience within a law firm or professional services setting.
• Ability to manage high volumes of information.

Responsibilities

• Execute timely and accurate billing and collections.
• Interface with client Accounts Payable teams.
• Prepare and review monthly draft bills.

Skills

Attention to detail

Communication skills

Interpersonal skills

Professionalism

Excel proficiency

Education

Bachelor’s degree

Tools

Microsoft Excel

Aderant

Job description

3 days ago Be among the first 25 applicants

Our client is a leading and mission-driven professional services organization and is seeking an experienced Senior Client Operations Specialist consultant to support its internal client account management and billing functions. This role offers a unique opportunity to work directly with attorneys and client stakeholders, ensuring operational excellence across billing, collections, and client engagement processes.

Key Responsibilities:

• Serve as a trusted partner to attorneys and internal teams to execute timely and accurate billing, collections, and client operations support.
• Interface professionally with client Accounts Payable teams to maintain strong, service-oriented relationships.
• Prepare and review monthly draft bills, resolve billing discrepancies, and ensure adherence to client-specific billing guidelines.
• Respond to time entry and billing inquiries; proactively advise timekeepers on compliance with timekeeping protocols.
• Obtain and process third-party expense documentation in accordance with client requirements.
• Manage the collections process by resolving delinquent accounts and escalating appropriately per firm policy.
• Review and maintain client/matter data to ensure accuracy within internal management and reporting systems.
• Oversee client engagement letters, ensuring they are timely, accurate, and compliant with firm standards.
• Provide accurate and timely reporting on billing and collections to supervisors in accordance with internal deadlines.
• Facilitate the processing of WIP & A/R write-offs, client refunds, and unapplied credit applications.
• Maintain all relevant records in compliance with firm policy and applicable legal requirements.

Qualifications:

• Bachelor’s degree preferred; academic background in finance, accounting, or business is advantageous.
• 3–5 years of experience in a client operations, billing, or finance-related role, ideally within a law firm or professional services setting.
• Strong attention to detail, with the ability to manage high volumes of information and meet multiple deadlines.
• Excellent communication and interpersonal skills, including experience working with demanding clients.
• High level of discretion and professionalism, particularly in handling sensitive or confidential information.
• Proficiency in Microsoft Excel; experience with Aderant and electronic billing platforms is highly preferred.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Temporary

Job function

• Job function

  Accounting/Auditing and Finance

• Industries

  Legal Services and Law Practice

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