Collections and Client Services Assistant (Accounting Dept)

Roetzel & Andress is seeking a Collections & Client Services Specialist to support the Firm’s collections, client account follow-up, and accounts receivable processes. This role works closely with attorneys, internal teams, and external clients to resolve billing and payment questions, maintain accurate client account information, and provide responsive, professional service.

The ideal candidate has 1–3 years of collections, client services, or accounts receivable experience in a law firm or other professional services environment, such as accounting, wealth management, or consulting. Strong communication, organization, attention to detail, and technology skills are essential.

Key Responsibilities

• Follow up on outstanding accounts receivable and support timely collection of client balances.
• Communicate professionally with clients, attorneys, and internal teams to resolve payment, invoice, and account questions.
• Research and obtain invoice copies, backup documentation, and client account information needed to support payment.
• Maintain accurate client account notes, correspondence, and collection activity records.
• Partner with Accounts Receivable to help ensure payments are applied accurately.

 

• Assist with short-pay follow-up, account updates, reporting, spreadsheets, and special projects.
• Handle sensitive financial and client information with discretion and confidentiality.
• Provide timely, responsive service and follow through on requests, questions, and issue resolution.

Qualifications

• 1–3 years of experience in collections, client services, accounts receivable, or a related financial support role.
• Experience in a law firm or professional services environment preferred; accounting, wealth management, or similar client-focused industries will be considered.
• Excellent written and verbal communication skills with the ability to work effectively with internal and external clients.
• Strong customer service mindset, responsiveness, and problem-solving skills.
• Highly organized, detail-oriented, and able to manage priorities in a fast-paced environment.
• Strong technology skills, including Microsoft Word, Excel, Outlook, and financial/accounting systems.
• Experience with 3E Elite or similar accounting/financial software preferred.

High school diploma or equivalent required; some college coursework or degree preferred.

The candidate must also pass a credit and background check as a condition for employment.

Competitive compensation and excellent benefits. Roetzel & Andress is an Equal Opportunity Employer.

Roetzel & Andress maintains a policy of non-discrimination and inclusion with respect to all employees and applicants for employment. All decisions as to employment with the Firm are governed solely on the basis of merit, competence, and qualifications, and are not influenced or informed in any manner by the employee’s or applicant’s race, color, religion, sex, age, national origin, ancestry, disability, marital or parental status, sexual orientation, gender identity, military status, veteran status, or any other basis prohibited by statute.

Roetzel & Andress LPA participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. Click the link below for details in English and Spanish.

Please respond with a cover letter and resume.