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Client Services Assistant (Accounting Dept)

Roetzel & Andress

Client Services Assistant

Roetzel & Andress LPA, a multi-state law firm with an administrative center in Fairlawn, Ohio, has an immediate opening for a full-time Client Services Assistant to support the Accounting Department. This position is in-house with the possibility of hybrid after individual has met skill proficiency as required by management team. Duties and responsibilities include:

  • Communicate with clients by email and phone to assist with payments and inquiries.
  • Provide copies of invoices.
  • Handle client calls to assist with credit card payments, address concerns or questions as necessary
  • Gather information to process/submit appeal responses on ebilling sites
  • Work closely with attorneys and staff to resolve billing or payment application questions
  • Provide reports to clients/attorneys/management via Elite-3E or Excel, as requested
  • Review of accounts receivable aging
  • Submittal of write off requests
  • Assist with other accounting tasks and special projects, as needed

Key billing skills and competencies include:

  • Proven aptitude to learn new software applications, processes and assist with developing procedures and policies
  • Organizing and prioritizing
  • Attention to detail and accuracy
  • Confidentiality
  • Sound judgment
  • Excellent communication skills
  • End user relationship skills
  • Information management skills
  • Problem analysis and problem-solving skills
  • Comfortable working in a team environment
  • Professional integrity
  • Ability to meet tight deadlines in challenging situations

Education and experience required:

  • Proficiency in Microsoft Office, especially Outlook and Excel
  • Knowledge of general accounting procedures
  • Knowledge of relevant accounting software (Elite-3E) preferred
  • Previous experience in electronic invoicing sites preferred
  • Knowledge of billing and e-billing processes preferred
  • Proficient in data entry and time management
  • Accounting degree or 2+ years of customer service and general accounting experience required

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.

Roetzel & Andress
Vacancy posted 2 days ago
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