Client Accounts Specialist
3 weeks ago
At Chaffin Luhana LLP, we are seeking a highly skilled Client Accounts Specialist to join our team. This role is responsible for providing exceptional customer service support to our clients throughout the client lifecycle.
Key Responsibilities:- Client Service: Serve as the primary point of contact for clients, providing prompt and professional responses to all inquiries.
- Account Management: Manage client accounts, ensuring all necessary information is accurately recorded in the firm's case management system.
- Lien Resolution: Resolve client liens, drafting disbursement statements, issuing checks to clients, and allocating and reconciling client accounts in QuickBooks.
- Communication: Communicate with clients via phone, email, and other communication channels, responding promptly and professionally to all inquiries.
- Team Collaboration: Work collaboratively with attorneys and other team members to provide support and ensure client satisfaction.
- Record Keeping: Maintain accurate records of client interactions and account information, ensuring data integrity and confidentiality.
- Case Progress: Monitor case progress and provide regular updates to clients on case status.
- Process Improvement: Identify opportunities to improve client satisfaction and streamline processes and make recommendations to management for implementation.
- Experience: 2+ years of experience in bookkeeping and/or accounting.
- Education: At least an associate or bachelor's degree in finance or accounting strongly preferred.
- Skills: Basic (or better) knowledge of QuickBooks, proficiency with the Microsoft suite, especially with Excel and Word, and strong communication skills.
- Financial Benefits: 401k Contributions, Charitable Donations, and Health Reimbursement Account (HRA).
- Medical Benefits: Healthcare Insurance, Dental Insurance, and Family / Dependent Care.
- Commuter Benefits: Tax-free Transit Commute and Discounted Parking.
- Time Off: 15 paid time off (PTO) days / 20 PTO days after 3 years with the Firm.
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Client Accounts Specialist
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