Client Account Services Specialist

Wiley
, a leading Washington, DC law firm, has an opening for a Client Account Services Specialist postion to support our Accounting and Finance Department. Under the direction of the Director of Billing and Revenue, the Client Account Services Specialist is responsible for monitoring aged accounts receivable (AR) and ensuring the timely collection of payments in accordance with the firm’s internal collection policy.

This role involves reconciling financial data, reviewing delinquencies and payment anomalies, and executing collection strategies to resolve outstanding balances.

This position is eligible to participate in the firm’s flexible work program.

RESPONSIBILITIES/

ESSENTIAL FUNCTIONS:

• Oversee the daily administration of the firm’s AR inventory, including developing strategies for minimizing the days outstanding of overdue accounts
• Coordinate and lead meetings with Practice Group Leaders and Partners to discuss aged AR inventory with recommended approaches and strategies for collection
• Develop system, while adhering to internal collection policy, to perform outreach to clients on past due accounts and maintain up to date collection notes in the Collections database
• Coordinate and evaluate write-off requests and recommend other approaches to reduce A/R inventory
• Maintain notes and records of attorney/client communications for A/R inventory
• Perform weekly/monthly follow-ups on payment promises and payment plans
• Prepare, maintain, and analyze internal A/R Practice Group reports
• Lead the preparation and maintenance of year-end partner projections
• Create, update and revise Excel spreadsheets as needed to support A/R functions
• Provide backup support to cash receipts staff with processing client payments by recording wires, cash and checks as needed

KNOWLEDGE, SKILLS, AND ABILITIES:

• Strong interpersonal and communication skills with a client-service focus
• Ability to communicate professionally and effectively, both in oral and written form
• Ability to develop confidence and trust of attorneys and client contacts and establish positive working relationships
• Self-motivated with the ability to work independently to meet goals
• Demonstrates resourcefulness and critical thinking with resolving attorney and/or client questions or issues
• Ability to develop creative solutions for client payment plans
• Ability to effectively organize assignments to ensure that daily requirements are met
• Ability to create and implement effective procedures
• Ability to demonstrate attention to detail and accuracy
• Must maintain confidentiality of work-related information and materials
• Ability to multi-task, prioritize/coordinate deadlines, and track progress of tasks
• Must establish and maintain effective working relationships in or out of a team environment
• Advanced Microsoft Office skills, including strong proficiency with Microsoft Excel
• Understands and adopts the organizational structure
• Possesses the attitude of collaboration and sharing
• Willingness to learn and adopt new methodologies

EDUCATION AND EXPERIENCE:

• High School Diploma required;
  Bachelor’s degree preferred
• Three (3) plus years of accounting/finance experience, preferably in the accounts/receivable function
• Prior law firm experience highly preferred.
  
  Knowledge of e-billing systems preferred.
• Experience with Aderant preferred

WORK ENVIRONMENT:

• An on-site presence is an essential function of this position; remote work may be permitted in accordance with the firm’s flexible work policy and based on business needs
• Position operates in a professional office environment which is usually quiet to moderate
• Position routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets
• Position requires that the employee be able to multi-task in a fast-paced work…