Client Funds Specialist

Freeman Mathis and Gary, LLP•Atlanta, GA

1d•Onsite

About The Position

Freeman Mathis and Gary, LLP is a rapidly growing, national specialty litigation firm seeking an experienced Data Analyst to join our Atlanta office. The Client Funds Specialist is responsible for analyzing client accounts to determine the handling and proper distribution of overpayments. This role reports directly to the Client Funds Manager and works closely with the Client Funds team to ensure timely resolution of overpayments. This position is ideal for applicants who are highly organized and detailed problem solvers that thrive in a team environment and understand the importance of both internal and external client service.

Requirements

Experience using accounting software
Strong organizational, time management, and problem-solving skills required
Dedicated to providing service beyond expectation
Excellent communication and interpersonal skills
Ability to multi-task, prioritize and work under tight deadlines
Excellent time management skills
Demonstrates strong attention to detail, catches errors and corrects them quickly
Ability to perform at high levels in a fast-paced, dynamic work environment
Adaptable to changing priorities and work demands
Pro-active, follows through with minimum direction, and displays initiative
Exhibits a positive attitude and has confidence
Other tasks and duties as required/assigned

Nice To Haves

Bachelor’s degree in finance, Accounting, Economics or other related field of study preferred

Responsibilities

Track, research, and resolve client overpayments
Reconcile matters to determine correct unapplied cash application, or appropriate party to receive refund
Effectively communicate with attorneys, clients, and insurance carriers regarding resolution of unapplied cash issues
Request refund checks; and return duplicate checks to clients
Research payments posted to unapplied cash via the firm’s accounting system and bank accounts, as well as client billing sites.
Research and resolve outstanding UAC checks
Request client refunds and create correspondence explaining reason for refund
Assist with client audit letter responses
Assist with retainer tracking and Trust requests
Prioritize various and changing responsibilities while being organized and detail oriented
Process and screen data to verify any discrepancies with systems
Complete special assignments and requests as directed by manager timely and accurately