Talent.com
Senior Client Accounts Specialist

Senior Client Accounts Specialist

Holland & KnightDallas, TX, US
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Senior Client Accounts Specialist

We are seeking a Senior Client Accounts Specialist to join our team. This is an exciting opportunity to work in a dynamic and fast-paced environment and contribute to the growth and success of our Firm. The Senior Client Accounts Specialist plays a pivotal role in managing client relations and optimizing collection processes to ensure maximum realization of assigned accounts. This position requires a seasoned professional with a strong background in client account management, customer service and financial analysis, ideally within the legal or other professional services environment.

The Senior Client Accounts Specialist is well-versed in legal collection practices across various client industries and is an excellent communicator who confidently possesses the ability to negotiate with debtors on behalf of the firm. This role is responsible for demonstrating high levels of customer service to the firm's clients, attorneys, leadership and staff, as well as advocates a culture towards timely billing, collections, and adherence to the terms of engagement.

This position offers the flexibility to work from home. Periodic in-office presence is required for monthly team meetings, events, and training opportunities.

Key Responsibilities and Essential Job Functions :

  • Serve as a primary liaison between billing attorneys, clients, and internal stakeholders to expedite resolution of client non-payment issues and enhance collection efficiency.
  • Manage assigned portfolios of attorneys and accounts including oversight of high-dollar inventory, account analysis, collections guidance, and ensuring timely resolution of aged invoices, credit balances, and unbilled inventory.
  • Proactively communicate with attorneys, practice assistants and clients via email, phone, and mail to address payment delinquencies and negotiate payment plans where necessary including monitoring of adherence by the client.
  • Respond promptly and accurately to collection inquiries from attorneys, practice assistants, and firm leadership, maintaining a high level of customer service and professionalism.
  • Generate and present detailed reports to firm leadership on delinquent accounts, highlighting at-risk inventory and proposing strategic solutions for improvement.
  • Demonstrate high levels of customer service to the firm's clients, attorneys, leadership and staff, as well as advocate a culture towards timely billing, collections, and adherence to the terms of engagement or outside counsel guidelines.
  • Actively participate with cross-functional teams to identify and implement process improvements aimed at enhancing collection effectiveness and operational efficiency.
  • Special projects and duties as assigned.

Required Skills :

  • High level of organizational skills, with the ability to prioritize tasks, manage multiple assignments simultaneously, and meet deadlines in a fast-paced environment.
  • Strong proficiency in using MS Office suite, with advanced skills in Excel for data analysis and reporting.
  • Excellent communication skills, both verbal and written, with a track record of effectively communicating with attorneys, clients, and internal stakeholders.
  • Required Qualifications & Education :

  • Minimum 5-7 years of progressive experience in legal collections, client relations, and account management, preferably within a law firm or legal department environment. Possible advancement from internal Client Accounts Specialist role with less than 5 years' experience.
  • Demonstrated ability to manage complex accounts and handle sensitive client interactions with diplomacy and tact.
  • Self-motivated individual with a strong work ethic and a commitment to maintaining confidentiality and ethical standards.
  • Proven track record of collaborating effectively with peers and management to achieve common goals.
  • In-depth knowledge of accounting principles and financial processes, including billing and collections preferably within a legal context.
  • Preferred Qualifications & Education :

  • Bachelor's degree in Business Administration, Finance, or a related field preferred, or equivalent combination of education and relevant work experience.
  • 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 is a list of just some of 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; pre-tax transit and parking program; 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.

    Benefits may vary by position and office. 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. 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 the Legal Information Portal for Holland & Knight LLP's privacy policies.

    serp_jobs.job_alerts.create_a_job

    Client Account Specialist • Dallas, TX, US

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Senior Accounts Receivable Specialist

    Senior Accounts Receivable Specialist

    A-Line Staffing SolutionsDallas, TX, US
    serp_jobs.job_card.full_time
    Title : Senior Accounts Receivable Specialist Location : Dallas, TX (Hybrid) Note : This is a W2 contract role – this role is NOT open to C2C or 3 rd party candidates Our business currently manages a ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Client Care Servicing Specialist - Account Sec & Claims - Small Business

    Client Care Servicing Specialist - Account Sec & Claims - Small Business

    TruistArlington, TX, US
    serp_jobs.job_card.full_time +2
    Client Servicing Representative.Responsible for incoming calls for routine and low complexity inquiries regarding products, procedures, systems, or policies for new and existing clients.Committed t...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Client Executive, SLED North TX / Dallas

    Client Executive, SLED North TX / Dallas

    World Wide TechnologyDallas, TX, US
    serp_jobs.job_card.full_time
    Candidates must have 8+ years of existing and successful SLED relationships in North Texas / Dallas area and direct account management experience within the assigned territory.Executive level custom...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Senior Client Accountant

    Senior Client Accountant

    TranswesternDallas, TX, US
    serp_jobs.job_card.full_time
    Four dynamic, integrated companies make up the Transwestern enterprise, giving us the perspective to think broadly, deeply and creatively about commercial real estate. Clients and investors rely on ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Accounts Payable Specialist - Capital Projects

    Accounts Payable Specialist - Capital Projects

    WelltowerPlano, TX, US
    serp_jobs.job_card.full_time
    Accounts Payable Specialist - Capital Projects.At Welltower, we're transforming how the world thinks about senior living and wellness-focused real estate. As a global leader in residential wellness ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Tax Senior, Private Client Services

    Tax Senior, Private Client Services

    BDO USADallas, TX, US
    serp_jobs.job_card.full_time
    Private Client Services At Bdo.Private Client Services at BDO is a boutique practice within our firm.Offering a high touch approach, we have extensive experience serving high net-worth individuals,...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Manager Client Solutions Sr - Hybrid

    Manager Client Solutions Sr - Hybrid

    AcostaLewisville, TX, US
    serp_jobs.job_card.full_time
    Senior Client Solutions Manager.The Senior Client Solutions Manager is responsible for managing the relationship with retailers and / or consumer packaged goods companies. Their primary responsibility...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Client Services Associate

    Client Services Associate

    TradeJobsWorkforce75219 Dallas, TX, US
    serp_jobs.job_card.full_time
    As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including : respond to customer inquiries via phone & in person.Finance to provide...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Transaction Advisory Services Senior Associate

    Transaction Advisory Services Senior Associate

    WeaverDallas, TX, US
    serp_jobs.job_card.full_time
    Transaction Advisory Services Senior Associate.Weaver is a full-service national accounting, advisory, and consulting firm with opportunities for professionals in many different fields.We seek to b...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Settlement Advisor

    Settlement Advisor

    Credit AssociatesPlano, TX, US
    serp_jobs.job_card.full_time
    CreditAssociates, a leading direct-to-consumer financial services company based in Plano, TX, seeks a people-oriented Settlement Advisor to join its team. The Settlement Advisor (SA) has the critica...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    SAP AP Specialist

    SAP AP Specialist

    Aston CarterDallas, TX, US
    serp_jobs.job_card.temporary
    We are seeking a highly motivated Accounts Payable Specialist to efficiently process a high volume of invoices while ensuring accuracy and compliance with company policies.This role requires a deta...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Client Connectivity Solutions Consultant

    Client Connectivity Solutions Consultant

    U.S. BankIrving, TX, United States
    serp_jobs.job_card.full_time
    Bank, we’re on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Client Care Servicing Specialist - Account Sec & Claims - Small Business

    Client Care Servicing Specialist - Account Sec & Claims - Small Business

    Veterans StaffingArlington, TX, US
    serp_jobs.job_card.full_time +2
    Responsible for incoming calls for routine and low complexity inquiries regarding products, procedures, systems, or policies for new and existing clients. Committed to utilize all available tools an...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Senior Director Client Solutions

    Senior Director Client Solutions

    AcostaLewisville, TX, US
    serp_jobs.job_card.full_time
    Senior Client Solutions Director.As a Senior Client Solutions Director, you will be a strategic leader responsible for driving business growth, operational excellence, and client satisfaction acros...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Accounts Payable Specialist

    Accounts Payable Specialist

    Star Dental PartnersPlano, TX, US
    serp_jobs.job_card.full_time
    Star Dental Partners is currently seeking an Accounts Payable Specialist to join our high-growth and fast-paced dental services organization (DSO). This position will be responsible for the day-to-d...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Accounts Payable Specialist

    Accounts Payable Specialist

    Abacus Service CorporationIrving, TX, US
    serp_jobs.job_card.full_time
    Requisition Number - OMF-REQ-0000240 Number of Resources - 1 Start Date - 9 / 13 / 2021 End Date - 2 / 24 / 2022 Work Location - HQ_Irving TX-125 E John Carpenter Freeway (Suite 1400, Irving, TX 75062) Est...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Senior Servicing Specialist

    Senior Servicing Specialist

    Spectraforce TechnologiesDallas, TX, United States
    serp_jobs.job_card.full_time
    Dallas, TX (Hybrid 3 Days onsite).In this role, you will manage lien releases, UCC filings, and records / documentation for a variety of loan types, including General Account, Institutional, CMBS, Fa...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Settlements Associate

    Settlements Associate

    MoomooDallas, TX, US
    serp_jobs.job_card.full_time
    SEC registered broker-dealers alongside a cryptocurrency brokerage all operating under the reputable wing of Futu Holdings Limited (Nasdaq : FUTU). Our core mission revolves around innovating the in...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Specialized Account Services Associate Director

    Specialized Account Services Associate Director

    S&P GlobalDallas, TX, United States
    serp_jobs.job_card.full_time
    Grade Level (for internal use) : .The Solutions Operations division is seeking a professional with excellent interpersonal communication, organization, and time management skills to join our Global S...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Senior Manager, Client ExperienceDallas, TX

    Senior Manager, Client ExperienceDallas, TX

    FartherDallas, TX, US
    serp_jobs.job_card.full_time
    Senior Manager, Client Experience.Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.Far...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days