Client Accounts Specialist

Chaffin Luhana LLP•Pittsburgh, PA

13d•$45,000 - $49,000•Onsite

About The Position

Join our team in a dynamic role that spans the entire financial lifecycle of our clients' cases. The Client Accounts Specialist will handle comprehensive accounting functions while serving as a key point of contact during the most rewarding phase of the client journey - settlement disbursements. This position combines daily accounting operations with direct client interaction, managing everything from accounts payable to final settlement distributions. You'll maintain accurate financial records, assist with monthly reporting, and work directly with clients to help them understand their settlement funds, making this role both technically challenging and personally fulfilling.

Requirements

High school diploma or equivalent
2+ years of experience in bookkeeping and/or accounting
Experience with Microsoft 365 applications (Excel, Word, and Outlook)
Basic (or better) knowledge of QuickBooks
Strong communication skills, with the ability to effectively communicate with clients, attorneys, and other team members
Excellent organizational skills and time management skills
Attention to detail and high level of accuracy in data entry and record-keeping
A pristine record with no personal or business bankruptcies or criminal record is a must

Nice To Haves

Associate or bachelor's degree in finance or accounting strongly preferred
Accounting Certificate, associate in accounting, or equivalent work experience and/or training
Previous work experience with QuickBooks
Prior experience in banking, legal accounting, or medical office
Experience with lien resolution in a legal or medical setting
Case management software experience
Previous accounting experience
Handle technology with grace
You love numbers and are proficient in auditing your own work and the work of others
Fast-paced work ethic that empowers you to meet tight deadlines (24-hour deadline with a to-do list a mile long? No problem)
Exceptional communication and interpersonal skills, with the ability to collaborate effectively with diverse stakeholders
Problem-solving mindset, with the ability to identify process improvements
Ability to handle frequent pressures, time deadlines, and multi-task
Positive attitude, strong work ethic, and willingness to learn and grow within the role
Exhibit an infectious can-do attitude and an ability to pivot and change course on a dime
Compassionate in handling work with clients, who you may interact with regarding disbursement of funds for their injury cases
Maintain confidentiality of all Confidential Information of clients and of the company
Take a team-centric approach (we're better together)
Be humble and consistent
Coachable, Flexible, Accountable (Team members at Chaffin Luhana trust and depend on their colleagues—we need to know you're here to play ball and all-in)
Exemplifies Chaffin Luhana LLP's Core Values of Doing Good by Doing Right ™: Results Driven, Excellence Without Paralysis, Compassionate and Authentic, In It Together, and Innovative Growth.

Responsibilities

Resolve client liens, draft disbursement statements, and issue checks to clients
Maintain client account records, ensuring all necessary information is accurately recorded in the firm's case management system
Communicate with clients via phone, email, and other communication channels, responding promptly and professionally to all inquiries
Work collaboratively with attorneys and other team members to provide support and ensure client satisfaction
Maintain accurate records of client interactions and account information, ensuring data integrity and confidentiality
Monitor case progress and provide regular updates to clients on case status
Identify opportunities to improve client satisfaction and streamline processes, making recommendations to management for implementation
Continuously develop knowledge of personal injury and mass tort law to better serve clients and support the team
Process operating and IOLTA deposits accurately and timely
Collaborate with internal departments to obtain required approvals and supporting documentation as needed
Generate cost reports by gathering and reviewing case-related expenses, verifying supporting documentation, reconciling discrepancies, and providing accurate reports to attorneys and internal stakeholders to support settlement disbursements and financial reporting
Collaborate with internal departments to obtain required approvals and supporting documentation as needed

Benefits

401k Contributions: Discretionary match contribution of 5%, with the Firm matching 100% of the first 3% of the employee's contribution and 50% of the employee's next 2% of contribution of the employee's annual compensation
Charitable Donations: The Chaffin Luhana Foundation makes an annual donation to the charity of your choice
Healthcare Insurance: $503 per employee or family towards their monthly health premium. If your premium is less than $503, you will be responsible for only the first $1
Dental Insurance: Full coverage towards an employee's dental premium, less than $1 monthly. You will only pay $12 a year for your dental plan
Vision Insurance: Full coverage, with only a $1 monthly contribution from the team member
Health Reimbursement Account (HRA): $1,000 contribution from the firm in your HRA account if enrolled in the PPO health plan
Family / Dependent Care: You can contribute up to $5,000 pre-tax Dependent Care (DCR)
Flex Spending Account: Contribute up to $1,000 pre-tax towards your medical Flex Spending Account (FSA)
Tax-free Transit Commute: You can contribute up to $325 per month pre-tax towards your transit ticket (TRN)
Discounted Parking: You can contribute up to $325 per month pre-tax towards a pay-for-parking plan (PKG)
Time Off: 15 paid time off (PTO) days / 20 PTO days after 3 years with the Firm
Sick Days: 3 sick days per year
Celebrate the Holidays: Office closed for 10 public holidays
Weeklong Holiday Break: Office usually closed for at least a week between Christmas and New Year's Day
Casual Dress: Enjoy our business casual dress code
Enhance Your Skills: Up to $500 annually for continued education/training
Learn How You're Wired: Our employees take a Kolbe Assessment so they can learn their instinctive method of operation
Time Management: Time Management Luncheons with senior management team to take your projects, team, and organization to the next level
Free Workouts: Free access to GreenTree SportsPlex for Pittsburgh office
Value Team Members: Bonusly points for a peer-to-peer recognition system. You give and receive points that you can redeem for gift cards, trips, dinners, etc.
Eat, Drink & Be Merry: Free team lunches and happy hours
Annual Bonus: Year-end discretionary bonus
Annual Firm Outing: Yearly firm outing for all of our employees to meet up and have fun