Senior Client Accounts Specialist

Holland & Knight LLP • Tampa, FL

1d

About The Position

We are a Firm where people truly believe in what they do and strive to achieve the highest standards of performance and success. This position could be located at the Firm's global operations center in Tampa or in the Dallas office. General Description: We are seeking a Senior Client Accounts Specialist to join our team. This is an exciting opportunity to work in a dynamic and fast-paced environment and contribute to the growth and success of our firm. The Senior Client Accounts Specialist plays a pivotal role in managing client relations and optimizing collection processes to ensure maximum realization of assigned accounts. This position requires a seasoned professional with a strong background in client account management, customer service and financial analysis, ideally within the legal or other professional services environment. The Senior Client Accounts Specialist is well-versed in legal collection practices across various client industries and is an excellent communicator who confidently possesses the ability to negotiate with debtors on behalf of the firm. This role is responsible for demonstrating high levels of customer service to the firm's clients, attorneys, leadership and staff, as well as advocates a culture towards timely billing, collections, and adherence to the terms of engagement.

Requirements

• High level of organizational skills, with the ability to prioritize tasks, manage multiple assignments simultaneously, and meet deadlines in a fast-paced environment.
• Strong proficiency in using MS Office suite, with advanced skills in Excel for data analysis and reporting.
• Excellent communication skills, both verbal and written, with a track record of effectively communicating with attorneys, clients, and internal stakeholders.
• Minimum 5-7 years of progressive experience in legal collections, client relations, and account management, preferably within a law firm or legal department environment.
• Possible advancement from internal Client Accounts Specialist role with less than 5 years’ experience.
• Demonstrated ability to manage complex accounts and handle sensitive client interactions with diplomacy and tact.
• Self-motivated individual with a strong work ethic and a commitment to maintaining confidentiality and ethical standards.
• Proven track record of collaborating effectively with peers and management to achieve common goals.
• In-depth knowledge of accounting principles and financial processes, including billing and collections preferably within a legal context.

Nice To Haves

• Bachelor’s degree in Business Administration, Finance, or a related field preferred, or equivalent combination of education and relevant work experience.

Responsibilities

• Serve as a primary liaison between billing attorneys, clients, and internal stakeholders to expedite resolution of client non-payment issues and enhance collection efficiency.
• Manage assigned portfolios of attorneys and accounts including oversight of high-dollar inventory, account analysis, collections guidance, and ensuring timely resolution of aged invoices, credit balances, and unbilled inventory.
• Proactively communicate with attorneys, practice assistants and clients via email, phone, and mail to address payment delinquencies and negotiate payment plans where necessary including monitoring of adherence by the client.
• Respond promptly and accurately to collection inquiries from attorneys, practice assistants, and firm leadership, maintaining a high level of customer service and professionalism.
• Generate and present detailed reports to firm leadership on delinquent accounts, highlighting at-risk inventory and proposing strategic solutions for improvement.
• Demonstrate high levels of customer service to the firm's clients, attorneys, leadership and staff, as well as advocate a culture towards timely billing, collections, and adherence to the terms of engagement or outside counsel guidelines.
• Actively participate with cross-functional teams to identify and implement process improvements aimed at enhancing collection effectiveness and operational efficiency.
• Special projects and duties as assigned.

Benefits

• comprehensive medical (PPO and HDHPs), dental and vision plans including coverage for domestic partners; life and AD&D insurance; short and long term disability insurance; tax-advantaged accounts for health care expenses, including FSAs and HSAs; FSAs for dependent care; health advocacy services; behavioral health and counseling resources for all family members; 401(k); profit sharing; pre-tax transit and parking program; backup dependent care; senior care planning support; resources for individuals with development disabilities and their caregivers; and paid holidays and other paid time off, including paid leave for new parents.
• Benefits may vary by position and office.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior