Client Financial Services Specialist

We are seeking an innovative, collaborative, and service-oriented Client Financial Services Specialist in our Chicago, Cincinnati, Cleveland, Columbus, Dayton, Denver, Detroit, Indianapolis or Minneapolis office. All Taft employees operate under a "Client First" philosophy - in all things, we seek to provide exceptional services to our clients.

Duties & Responsibilities

• Performs credit searches for new client intake and provides credit relations approval.
• Develops and maintains monitoring processes and informative reports for WIP and AR.
• Initiates the timely review of WIP and AR with attorneys to collaborate on appropriate client specific action plans.
• Initiates phones calls and email communications with clients to facilitate collections of aging accounts consistent with the firm's established policies.
• Records client collections efforts and follow up activities within the accounting system.
• Records discounted AR transactions consistent with the firm's established policies.
• Generates monthly AR statements and provides informative client collections correspondence.
• Serves as the office's primary contact for internal and external accounts receivable inquiries.
• Provides routine status updates to the office partner in charge and other firm leadership.
• Researches unallocated credits/payments and coordinates appropriate actions necessary for resolution.
• Coordinates the routine review and resolution of dormant trust accounts.
• Prepares client refunds for approval and submission to accounts payable.
• Continuously maintains and supports efficient workflows and processes.

Knowledge & Skills

• Knowledge of collection strategies and etiquette.
• Skillful in negotiating in a way that produces positive outcomes.
• Ability to communicate effectively, both orally and in writing.
• Represent a strong client first approach with team collaboration.
• Effective at maintaining productive relationships with attorneys, staff, and clients.
• Exhibit a high degree of responsiveness and professionalism.
• Ability to multi-task and prioritize assignments in a time sensitive environment.
• Attentiveness to details ensuring completeness, accuracy, and organization.
• Proven aptitude to learn new software applications.
• Proficiency with Microsoft Office Suite; Excel, Outlook and Word.
• Ability to work effectively in a hybrid environment, including proficiency using Zoom Workplace.

Education & Experience

• Minimum of two years performing collections or other accounts receivable related experience.
• Law firm or other professional services industry experience is highly desirable.
• Proficiency with collections software is highly desirable.
• Proficiency with Surepoint Legal Management System or Aderant is highly desirable.
• Some college experience, with an emphasis in accounting or other related field is preferred.
• Related work experience will be considered in lieu of education.

Candidates interested in Chicago should apply here.

Candidates interested in Cincinnati should apply here.

Candidates interested in Cleveland should apply here.

Candidates interested in Columbus should apply here.

Candidates interested in Dayton should apply here.

Candidates interested in Denver should apply here.

Candidates interested in Indianapolis should apply here.

Candidates interested in Minneapolis should apply here.

Candidates interested in Detroit (Southfield) should apply here.