Client Services Specialist

Description

Cozen O’Connor is seeking a Client Services Specialist to join our Philadelphia team. The position reports directly to the Client Services Supervisor and will work closely with the professional and legal staff on collection efforts. This is a hybrid position in the Philadelphia office.

Responsibilities

Monitor Accounts: Oversee and reduce the firm's small balance accounts receivable.

Contact Customers: Reach out to clients with overdue accounts to collect payments or negotiate payment plans.

Record Keeping: Maintaining accurate records of all collection activities and communications.

Resolve Disputes: Address and resolving customer inquiries related to billing.

Reporting: Prepare regular reports on the status of unpaid accounts and collection efforts.

Collaboration: Working with other departments to ensure proper billing and payment procedures.

Monitor e-billed invoices deductions and assist with helping to reduce deductions.

Assist with the cleanup of unallocated receipts and short paid invoices.

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.

Assist with payment posting, client refunds and fund reallocations

Research payment allocations and unidentified payments

Qualifications

High School Diploma or equivalent experience required.

College degree preferred.

1 – 2 years’ experience in client services, collections, accounts receivable or a related area.

Excellent written, oral and reading communication skills in order for the incumbent to accurately obtain, interpret and transcribe a variety of communications and instructions.

Intermediate experience within Microsoft applications.

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.