Client Services Specialist

Cozen O’Connor is seeking a Client Services Specialist to join our Philadelphia team. The position of Client Services Specialist reports directly to the Client Services Supervisor and will work closely with the Senior Manager of Client Services and Billing in collection efforts. This is a hybrid position in the Philadelphia office. 

• Assist with various client requests for additional information on invoices
• Ensure proper administration of internal write-off policies
• Monitor e-billed invoices deductions and assist with helping to reduce deductions
• Maintain accurate files of attempts to contact clients and records of discussions
• Assist with the cleanup of unallocated receipts and short paid invoices
• Process write-offs for identified accounts
• Build relationships with attorneys to identify clients that can be contacted for paying outstanding balances
• Perform tasks at a high level with customer service being top priority
• Research and resolve invoice inquiries/issues
• Place direct phone calls and emails to customers that are past due
• Provide copies of past due invoices and recapping invoices when necessary
• Update comments in Aderant system
• Assist with payment posting, client refunds and fund reallocations
• Research payment allocations and unidentified payments

• High School Diploma or equivalent experience required
• College degree preferred
• 2+ years’ experience in collections, accounts receivable or a related area
• Excellent written, oral and reading communication skills in order for the incumbent to accurately obtain, interpret and transcribe a variety of communications and instructions
• Proficiency in Microsoft applications with advanced level in Microsoft Word and Outlook
• Professional interpersonal skills and the ability to adjust and interact with all levels of personnel including clients, attorneys and staff
• Be able to multitask, organized, set priorities and meet deadlines and take pride in one’s work
• Professional judgement, strong attention to detail and great interpersonal skills required

The salary range for this role is $50,000 - $60,000 and represents the Firm’s good faith and reasonable estimate of the range of possible compensation at the time of posting. Actual compensation will be dependent upon a number of factors, including but not limited to, the candidate’s relevant experience, qualifications and location.