About the role

  • 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

Job title

Client Services Analyst

Job type

Experience level

Mid levelSenior

Salary

$60,000 - $70,000 per year

Degree requirement

High School Diploma

Location requirements

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