Client Account Specialist

DAVIS GRAHAM & STUBBS LLP•Denver, CO

1d•Hybrid

About The Position

The Client Account Specialist serves as the primary owner of client, matter, and rate data and is responsible for the accurate setup and ongoing maintenance of billing structures. This role ensures data integrity, alignment with engagement terms and client guidelines, and system accuracy to support compliant, timely, and efficient billing processes.

Requirements

Strong understanding of client and matter setup, billing structures, and the importance of accurate master data to compliant billing.
High attention to detail with the ability to review and interpret engagement terms, client guidelines, and internal policies.
Analytical mindset with the ability to identify trends, diagnose issues, and resolve discrepancies through audit and root-cause analysis.
Strong systems and data management skills; ability to maintain accurate records across financial and e-billing systems while meeting deadlines.
Clear, professional communication skills; ability to partner effectively with attorneys, legal assistants, finance teams, and clients as needed to obtain and validate information.
Ability to work independently and collaboratively in a fast-paced environment, balancing accuracy with responsiveness and service.
Proficiency with Microsoft Excel and Word; ability to create reports, track deadlines, and document procedures.
Demonstrated ability to maintain confidentiality and exercise sound judgment when handling sensitive firm and client information.
Strong organizational skills with a consistent focus on data quality, documentation, and process improvement.
Positive attitude, strong work ethic, and dependable attendance.
High school diploma or equivalent required.

Nice To Haves

Knowledge of accounting principles and practices as normally acquired through an Associate’s degree in Accounting or a closely related field, or equivalent combination of training and experience.
3+ years of experience in a law firm billing, finance, or operations environment, with a strong understanding of client/matter setup and billing structures.
Experience with legal billing software, Aderant Expert, is preferred.
High attention to detail, strong analytical skills, and the ability to manage deadlines and changing priorities in a service-oriented environment.

Responsibilities

Open and maintain matters; process updates and changes; review engagement terms; ensure OCG alignment; close matters and inactivate clients upon completion of all billing.
Maintain rates; process rate updates, including during the annual rate increase period; monitor agreements and deadlines; revalue unbilled time as needed.
Maintain accurate system data; perform audits; identify, research, and resolve discrepancies to ensure data quality and downstream billing accuracy.
Partner with Billing & Collections and E-Billing to troubleshoot and resolve client, matter, guideline, and rate issues; contribute to process improvements and standardization.
Prepare routine and ad hoc reports related to client/matter/rate data; maintain and update procedures, job aids, and guidelines to support consistent execution.
Work closely with the Billing & Collections Specialist and E-Billing Specialist to ensure client and matter setup supports accurate, compliant billing and efficient downstream processing.
Perform other duties as assigned.