Senior Client Operations Specialist

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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
  
  Mid-Senior level

• Employment type
  
  Temporary

• Job function
  
  Accounting/Auditing and Finance
• Industries Legal Services and Law Practice

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