Client Financial Services Specialist; Atlanta

Taft is seeking a Client Financial Services Specialist to support Taft's Atlanta office.

We are seeking a Client Financial Services Specialist with 2+years experience. All Taft employees operate under a "Client First" philosophy—in all things, we seek to provide exceptional services to our clients.

• Participates in training and development opportunities to enhance collections expertise.
• 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 phone 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.
• Maintains confidentiality of the company's and clients' information.

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

Interested candidates should apply here.

Taft is an Equal Opportunity Employer. The information in this posting presents general duties, tasks, and responsibilities but is not intended to be an exhaustive listing. Taft Stettinius & Hollister LLP participates in E-VERIFY.