Client Funds Specialist

Client Funds Specialist

We are seeking a Client Funds Specialist to join our team. The Client Funds Specialist will be responsible for managing, tracking, and reconciling client-related financial transactions with accuracy, transparency, and timeliness. This role ensures proper handling of client funds, supports internal and external stakeholders, maintains compliance with financial policies and regulatory requirements, and provides high quality service to both clients and internal teams.

Key Responsibilities and Essential Job Functions:

• Process bank transactions, including deposits and disbursements. Ensure that deposits are recorded to the appropriate client matter and that disbursements have appropriate supporting documentation and approvals.
• Set up vendors to meet IRS criteria, including minimal comprehension of tax laws.
• Prepare Bank Reconciliations and resolve any discrepancies.
• Manage Trust Accounts to comply with state regulations and firm policies.
• Manage bank account opening and maintain good banking relationships, including signature account maintenance, assisting with on-line access, and entitlements.
• In-depth research for transactions and payments.
• Store and file records of transactions.
• Special projects and additional duties as assigned.
• Expected to maintain a regular and predictable work schedule and full attention to and engagement in work activities on behalf of the firm during business hours unless otherwise approved or required by applicable law.
• Special projects and duties as assigned.

Required Skills:

• Strong verbal, mathematical, written, and analytical skills.
• Excellent organization skills and sense of urgency to requests. Adaptable to changing priorities and work demands.
• Excellent interpersonal skills with the ability to work well under pressure.
• High ability to work independently as well as with others in a team setting.
• Knowledge of or ability to learn Microsoft Office Suite, or Microsoft 365.

Required Qualifications & Education:

• 2 - 5 years relevant accounting and finance experience.
• Bachelors of Finance, Accounting, Math, or Economics Degree.

Physical Requirements:

• Ability to sit or stand for extended periods of time.
• Moderate or advanced keyboard usage.

Benefits: Our goal is to promote a work environment in which individuals have access to the resources they need to be their best both professionally and personally, which includes resources that encourage individuals to focus on their health and well-being.

Below are the benefits we offer: 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; 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.

Holland & Knight is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy, childbirth or related conditions, transgender status, and sexual orientation), national origin, age, disability, genetic information, veteran status or any other factor prohibited by law.

Applicants who are interested in applying for a position and require an accommodation during the process should contact View email address on click.appcast.io.

Personal Information collected from applicants will be used for the purpose of processing the application throughout any recruitment or employment process, as well as inclusion in a personnel file. Categories of data collected may include name, address, phone numbers, email, Social Security Number, and signature. Holland & Knight may collect further information if you consent to a background check. This includes criminal background, employment, and certifications. Please visit Legal Information Portal for Holland & Knight LLP's privacy policies.