Client Service Specialist

Profile

Client Service Specialist

The candidate will expedite and resolve Accounts Receivable inquiries and requests originating from firm Partners, Staff Attorneys and Of Counsel, Associates, Practice Specialists and other firm professionals, as well as external firm clients, financial institutions, Foreign Associates, state and local municipalities, vendors and others. Regular and consistent proactive auditing and monitoring of aging receivables; supporting collection efforts to ensure timely and consistent Billing Attorney or client outreach; and actively assist in facilitating prompt payment and timely resolution of receivables. Reconcile and resolve unallocated transactions in accordance to firm Policies and Procedures, handles invoice, invoice support, Accounts Receivable and other ad-hoc report requests, completes complex client matter account reconciliations and Accounts Receivable Rollforwards, and ensures resolution of Gone But Not Forgotten [GBNF] receivables in accordance to firm Policies and Procedures. Ensure prompt, accurate and complete response and resolution to internal and external Accounts Receivable client inquiries and requests. Ensure expedited handling and complete resolution of new client / vendor set up requests in accordance with firm policy and communicated security protocols and procedures. Ensure prompt, accurate handling of vendor verification requests in accordance with firm policy and communicated security protocols and procedures. Engage firm Partners, Attorneys, Practice Specialists, Billing Coordinators and with external firm clients to ensure prompt and accurate identification, reconciliation and resolution of unapplied transactions in accordance with firm guidelines. Ensure regular and consistent auditing of A/R portfolios at varying stages and thresholds and identify matters requiring collection outreach, increased outreach, escalation or other consideration in order to facilitate resolution. Engage with Billing Attorneys, Practice Specialists, Collection Specialists and Senior Manager- Client Service and Collections to facilitate the prompt and appropriate transition of matters through each phase of the collection process. Expedite processing and ensure timely resolution of New Client Vendor Set Up Packets for electronic remittance [ACH/eCheck/Wire] processing. Expedite processing and ensure timely and complete resolution of client / vendor Billing Portal Set Up requests [e.g., Airbase, Bill.com, Gusto] for bill processing and automated remittance notification. Ensure requests for Audits, Insurance Verifications, State Bar Requests, Tax Identification Number [TIN], Tax Residency Certificate [TRC], W-9 Requests, and 1099 submissions are handled promptly and accurately. Ensure prompt and accurate reconciliation and resolution of unallocated or unidentified transactions. Maintain firm unallocated and unapplied cash transactions at communicated threshold in accordance with the firm’s documented Policies and Procedures. Ensure direct, documented client A/P outreach to validate allocation instructions where remittance information omitted or unclear. Ensure advance outreach to impacted partners, support personnel, etc. prior to payment reallocations adversely impacting portfolio. Provide collection and monitoring support to Billing Attorneys on ongoing basis for A/R balances over established limit, including providing reports and appropriate backup. Audit matter receivables aging ≥ 90 days outstanding for Client Service Specialist / Collection Specialist [CSS/CSM] cohort to identify matters requiring direct outreach, increased outreach, other alternative plan of resolution, or escalation. In conjunction with the Sr. Manager- Client Service and Collections, instruct Collection Specialist [CSM] on matters requiring outreach, increased outreach. Monitor for handling. Monitor GBNF balances aging ≥ 120 days outstanding for designated Client Service Specialist / Client Specialist [CSS/CSM] cohort. In conjunction with the Sr. Manager- Client Service and Collections and CSM cohort, resolve GBNF receivables in accordance with firm policies and procedures. Escalate matters continuing to age and where resolution has stalled to Sr Manager- Client Service and Collections. Draft notices and documents for review and execution by the Revenue Controller, Manager-Cash Operations, and Sr. Manager- Client Service and Collections. Provide Partners and Practice Specialists with most-recent firm approved templates as applicable. Bachelor’s Degree is preferred. Should have 3+ years of finance, accounting, A/R experience. Should have 3+ years of client service, customer service experience. Aderant/CMS/ARCS is preferred.

Additional Information

Requisition ID: 2022-2862

Company info

Sheppard Mullin
333 South Hope Street Forty-Third Floor
Los Angeles
California
United States 90071
Website : https://www.sheppardmullin.com/