Client Financial Services Specialist (Cleveland)

At Taft, we work as one team, driven and committed to helping our clients succeed. A full-service law firm with more than 1,250 attorneys and over 2,000 on our team, we have the collaborative approach, advanced technological resources, and depth of services that make us a preeminent law firm. Client Financial Services Specialist – Cleveland Office Taft is seeking an innovative, collaborative, and service-oriented Client Financial Services Specialist. All Taft employees operate under a “Client First” philosophy — in all things, we seek to provide exceptional services to our clients. Duties & Responsibilities 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 phone 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. Continuously maintains and supports efficient workflows and processes. Knowledge & Skills Knowledge of collection strategies and etiquette. Skillful in negotiating in a way that produces positive outcomes. Ability to communicate effectively, both orally and in writing. Represent a strong client first approach with team collaboration. Effective at maintaining productive relationships with attorneys, staff, and clients. Exhibit a high degree of responsiveness and professionalism. Ability to multi-task and prioritize assignments in a time sensitive environment. Attentiveness to details ensuring completeness, accuracy, and organization. Proven aptitude to learn new software applications. Proficiency with Microsoft Office Suite; Excel, Outlook and Word. Ability to work effectively in a hybrid environment, including proficiency using Zoom Workplace. Education & Experience Minimum of two years performing collections or other accounts receivable related experience. Law firm or other professional services industry experience is highly desirable. Proficiency with collections software is highly desirable. Proficiency with Surepoint Legal Management System or Aderant is highly desirable. Some college experience, with an emphasis in accounting or other related field is preferred. Related work experience will be considered in lieu of education. Taft offers competitive compensation and a comprehensive benefit package, including medical, dental, vision, life, long term disability, flexible spending, 401K, Paid Time Off, paid holidays, bonus and more. The salary range for this position is $60,000 – $77,000. Actual compensation offer to candidate may vary from posted information based on work experience, education, and/or skill level. Taft is an Equal Opportunity Employer. The information in this posting presents general duties, tasks, and responsibilities but is not intended to be an exhaustive listing. Taft Stettinius & Hollister LLP participates in E-VERIFY. #J-18808-Ljbffr