Client Funds Specialist

Freeman Mathis and Gary, LLP is a rapidly growing, national specialty litigation firm seeking an experienced Client Funds Specialist to join our Atlanta office. The Client Funds Specialist is responsible for analyzing client accounts to determine the handling and proper distribution of over payments. This role reports directly to the Client Funds Manager and works closely with the Client Funds team to ensure timely resolution of over payments.

This position is ideal for applicants who are highly organized and detailed problem solvers that thrive in a team environment and understand the importance of both internal and external client service.

The following set of success factors describe the characteristics of those who are successful in our Firm:

• Unpretentious, Approachable, Respectful, Team Oriented
• Accountable, Takes Ownership, Corrects Mistakes
• Organized, Timely, Confidential, Responsive (within 24 hours)

• Track, research, and resolve client over payments
• Reconcile matters to determine correct unapplied cash application, or appropriate party to receive refund
• Effectively communicate with attorneys, clients, and insurance carriers regarding resolution of unapplied cash issues
• Request refund checks; and return duplicate checks to clients
• Research payments posted to unapplied cash via the firm’s accounting system and bank accounts, as well as client billing sites.
• Research and resolve outstanding UAC checks
• Request client refunds and create correspondence explaining reason for refund
• Assist with client audit letter responses
• Assist with retainer tracking and Trust requests
• Prioritize various and changing responsibilities while being organized and detail oriented
• Process and screen data to verify any discrepancies with systems
• Complete special assignments and requests as directed by manager timely and accurately

• Bachelor’s degree in finance, Accounting, Economics or other related field of study preferred
• Experience using accounting software
• Strong organizational, time management, and problem‑solving skills required
• Dedicated to providing service beyond expectation
• Excellent communication and interpersonal skills
• Ability to multi‑task, prioritize and work under tight deadlines
• Demonstrates strong attention to detail, catches errors and corrects them quickly
• Ability to perform at high levels in a fast‑paced, dynamic work environment
• Adaptable to changing priorities and work demands
• Pro‑active, follows through with minimum direction, and displays initiative
• Exhibits a positive attitude and has confidence
• Other tasks and duties as required/assigned

• Competitive compensation
• Comprehensive benefits package, including medical, dental, and vision
• HSA and FSA plans available for employees and dependents
• Work‑life balance
• Generous PTO policy
• 401K plan including a 3% Employer Safe Harbor contribution
• Firm paid life insurance and long‑term disability
• Employee Assistance Program
• Year‑end bonuses and referral fee programs

Freeman Mathis & Gary, LLP (FMG) is committed to providing equal employment opportunities to all applicants and employees by maintaining a workplace free of discrimination based on race, color, religion, sex, national origin, age, disability, genetic information, or any other protected status as provided by law. FMG complies with all applicable federal, state, and local laws. This position is subject to our drug‑free workplace policy, which includes the ability to pass a pre‑employment drug screen.

Employees may be subject to reasonable‑suspicion drug testing in accordance with Firm policies outlined in the Employee Handbook.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.