Client Financial Services Specialist (Atlanta)

We are seeking a Client Financial Services Specialist with 2+years' experience.All Taft employees operate under a "Client First" philosophy-in all things, we seek to provide exceptional services to our clients.

Duties & Responsibilities:

• Participates in training and development opportunities to enhance collections expertise.
• Performs credit searches for new client intake and provides credit relations approval.
• Develops and maintains monitoring processes and informative reports for WIP and AR.
• Initiates the timely review of WIP and AR with attorneys to collaborate on appropriate client specific action plans.
• Initiates phones calls and email communications with clients to facilitate collections of aging accounts consistent with the firm's established policies.
• Records client collections efforts and follow up activities within the accounting system.
• Records discounted AR transactions consistent with the firm's established policies.
• Generates monthly AR statements and provides informative client collections correspondence.
• Serves as the office's primary contact for internal and external accounts receivable inquiries.
• Provides routine status updates to the office partner in charge and other firm leadership.
• Researches unallocated credits/payments and coordinates appropriate actions necessary for resolution.
• Coordinates the routine review and resolution of dormant trust accounts.
• Prepares client refunds for approval and submission to accounts payable
• Maintains confidentiality of the company's and clients' information.

Requirements:

• Minimum of two years performing collections or other accounts receivable related experience.
• College experience with an emphasis in accounting or other related field is preferred.
• Related work experience will be considered in lieu of education.
• Law firm or other professional services industry experience is highly desirable.
• Proficiency with Surepoint Legal Management System or Aderant is highly desirable.

Interested candidates should apply here.