Client Intake Specialist and A​/R Coordinator

Description

The Client Intake Specialist / A/R Coordinator supports key front‑end revenue cycle and accounts receivable functions within the Finance Department. This role plays an important part in ensuring matters are properly established, financial data is accurately maintained, and incoming receivables are appropriately recorded and monitored.

• Perform conflict checks and support conflict clearance processes
• Manage client and new matter intake, including setup in financial systems
• Maintain rate tables and support rate setup and updates
• Manage and maintain client contact and matter data integrity
• Record daily accounts receivable transactions and cash postings
• Set up and monitor client retainers, including ongoing tracking
• Handle incoming finance‑related phone inquiries
• Assist clients with credit card payments
• Support the overall operations of the Finance Team by assisting with miscellaneous tasks, special projects, and other duties as assigned

• Strong work ethic and reliability
• Excellent organizational skills and attention to detail
• Effective communication skills, both written and verbal
• Ability to adapt to changing priorities while maintaining a high level of professionalism in all interactions and tasks
• Capable of working efficiently in a team‑oriented environment
• Proficiency in MS Office, particularly Word and Excel
• Prior administrative office experience required