Client Accounts Specialist

Job Description

Job Description

To be considered for this role, please call View phone number on us.fitly.work and follow the step-by-step instructions outlined by our Co-Founder and Managing Partner. In addition, please complete your application here. You will be evaluated and vetted based on your ability to follow instructions. We look forward to hearing from you! 

About this position: 

Join our team in a dynamic role that spans the entire financial lifecycle of our clients' cases. The Client Accounts Specialist will handle comprehensive accounting functions while serving as a key point of contact during the most rewarding phase of the client journey - settlement disbursements. This position combines daily accounting operations with direct client interaction, managing everything from accounts payable to final settlement distributions. You'll maintain accurate financial records, assist with monthly reporting, and work directly with clients to help them understand their settlement funds, making this role both technically challenging and personally fulfilling.

Responsibilities:

• Resolve client liens, draft disbursement statements, and issue checks to clients

• Maintain client account records, ensuring all necessary information is accurately recorded in the firm's case management system

• Communicate with clients via phone, email, and other communication channels, responding promptly and professionally to all inquiries

• Work collaboratively with attorneys and other team members to provide support and ensure client satisfaction

• Maintain accurate records of client interactions and account information, ensuring data integrity and confidentiality

• Monitor case progress and provide regular updates to clients on case status

• Identify opportunities to improve client satisfaction and streamline processes, making recommendations to management for implementation

• Continuously develop knowledge of personal injury and mass tort law to better serve clients and support the team

• Process operating and IOLTA deposits accurately and timely 

• Collaborate with internal departments to obtain required approvals and supporting documentation as needed 

• Generate cost reports by gathering and reviewing case-related expenses, verifying supporting documentation, reconciling discrepancies, and providing accurate reports to attorneys and internal stakeholders to support settlement disbursements and financial reporting 

• Collaborate with internal departments to obtain required approvals and supporting documentation as needed 

Qualifications:

Required:

• High school diploma or equivalent

• 2+ years of experience in bookkeeping and/or accounting

• Experience with Microsoft 365 applications (Excel, Word, and Outlook)

• Basic (or better) knowledge of QuickBooks

• Strong communication skills, with the ability to effectively communicate with clients, attorneys, and other team members

• Excellent organizational skills and time management skills

• Attention to detail and high level of accuracy in data entry and record-keeping

• A pristine record with no personal or business bankruptcies or criminal record is a must

Preferred:  

• Associate or bachelor's degree in finance or accounting strongly preferred

• Accounting Certificate, associate in accounting, or equivalent work experience and/or training

• Previous work experience with QuickBooks

• Prior experience in banking, legal accounting, or medical office

• Experience with lien resolution in a legal or medical setting

• Case management software experience

• Previous accounting experience

Essential Qualities:

• Handle technology with grace

• You love numbers and are proficient in auditing your own work and the work of others

• Fast-paced work ethic that empowers you to meet tight deadlines (24-hour deadline with a to-do list a mile long? No problem)

• Exceptional communication and interpersonal skills, with the ability to collaborate effectively with diverse stakeholders

• Problem-solving mindset, with the ability to identify process improvements

• Ability to handle frequent pressures, time deadlines, and multi-task

• Positive attitude, strong work ethic, and willingness to learn and grow within the role

• Exhibit an infectious can-do attitude and an ability to pivot and change course on a dime

• Compassionate in handling work with clients, who you may interact with regarding disbursement of funds for their injury cases

• Maintain confidentiality of all Confidential Information of clients and of the company

• Take a team-centric approach (we're better together)

• Be humble and consistent

• Coachable, Flexible, Accountable (Team members at Chaffin Luhana trust and depend on their colleagues—we need to know you're here to play ball and all-in)

• Exemplifies Chaffin Luhana LLP's Core Values of Doing Good by Doing Right ™: Results Driven, Excellence Without Paralysis, Compassionate and Authentic, In It Together, and Innovative Growth. 

Benefits: 

Financial Benefits 

• 401k Contributions: Discretionary match contribution of 5%, with the Firm matching 100% of the first 3% of the employee's contribution and 50% of the employee's next 2% of contribution of the employee's annual compensation 

• Charitable Donations: The Chaffin Luhana Foundation makes an annual donation to the charity of your choice 

Medical Benefits 

• Healthcare Insurance: $503 per employee or family towards their monthly health premium. If your premium is less than $503, you will be responsible for only the first $1 

• Dental Insurance: Full coverage towards an employee's dental premium, less than $1 monthly. You will only pay $12 a year for your dental plan 

• Vision Insurance: Full coverage, with only a $1 monthly contribution from the team member 

• Health Reimbursement Account (HRA): $1,000 contribution from the firm in your HRA account if enrolled in the PPO health plan 

• Family / Dependent Care: You can contribute up to $5,000 pre-tax Dependent Care (DCR) 

• Flex Spending Account: Contribute up to $1,000 pre-tax towards your medical Flex Spending Account (FSA) 

Commuter Benefits 

• Tax-free Transit Commute: You can contribute up to $325 per month pre-tax towards your transit ticket (TRN) 

• Discounted Parking: You can contribute up to $325 per month pre-tax towards a pay-for-parking plan (PKG) 

Time Off to Recharge and Renew 

• Time Off: 15 paid time off (PTO) days / 20 PTO days after 3 years with the Firm 

• Sick Days: 3 sick days per year 

• Celebrate the Holidays: Office closed for 10 public holidays 

• Weeklong Holiday Break: Office usually closed for at least a week between Christmas and New Year's Day 

Culture and Development of Team 

• Casual Dress: Enjoy our business casual dress code 

• Enhance Your Skills: Up to $500 annually for continued education/training 

• Learn How You're Wired: Our employees take a Kolbe Assessment so they can learn their instinctive method of operation 

• Time Management: Time Management Luncheons with senior management team to take your projects, team, and organization to the next level 

• Free Workouts: Free access to GreenTree SportsPlex for Pittsburgh office 

Recognition at the Firm 

• Value Team Members: Bonusly points for a peer-to-peer recognition system. You give and receive points that you can redeem for gift cards, trips, dinners, etc. 

• Eat, Drink & Be Merry: Free team lunches and happy hours 

• Annual Bonus: Year-end discretionary bonus 

• Annual Firm Outing: Yearly firm outing for all of our employees to meet up and have fun 

Note: 

This job description is not an exclusive or exhaustive list of all job functions an employee in this position may be asked to perform. Duties, responsibilities, and requirements can be added, changed, or reduced by management to meet the business needs of the company. 

Chaffin Luhana LLP does not discriminate based on race, color, sex, religion, national origin, disability, or any other reason prohibited by law in provision of employment opportunities. 

Location:

Pittsburgh, PA 

Salary Range:

$45,000-49,000 

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