Client Services Analyst at Cozen O'Connor managing collections and client communication issues. Role involves client service, invoice inquiries, and improving collection processes in a hybrid work environment.
Responsibilities
Assist with various client requests for additional information on invoices
Ensure proper administration of internal write-off policies
Monitor e-billed invoices deductions and assist with helping to reduce deductions
Maintain accurate files of attempts to contact clients and records of discussions
Assist with the cleanup of unallocated receipts and short paid invoices
Work with clients to reconcile any accounting discrepancies
Process write-offs for identified accounts
Build relationships with attorneys to identify clients that can be contacted for paying outstanding balances
Perform tasks at a high level with customer service being top priority
Research and resolve invoice inquiries/issues
Place direct phone calls and emails to clients that are past due
Provide copies of past due invoices and recapping invoices when necessary
Update comments in Aderant system
Assist with payment posting, client refunds and fund reallocations
Research payment allocations and unidentified payments
Requirements
High School Diploma or equivalent experience required
College degree preferred
3 – 5 years’ experience in client services, collections, accounts receivable or a related area
Prior law firm experience preferred
Candidates with a background overseeing large-volume portfolios highly preferred
Excellent written, oral and reading communication skills in order for the incumbent to accurately obtain, interpret and transcribe a variety of communications and instructions
Proficiency in Microsoft applications with advanced level in Microsoft Word and Outlook
Professional interpersonal skills and the ability to adjust and interact with all levels of personnel including clients, attorneys and staff
Be able to multitask, organized, set priorities and meet deadlines and take pride in one’s work
Professional judgement, strong attention to detail and great interpersonal skills required
Benefits
Equal Opportunity Employer, including disabled and veterans
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