Client Services Assistant
: Job Details :


Client Services Assistant

Roetzel & Andress

Location: Akron,OH, USA

Date: 2024-12-14T07:24:29Z

Job Description:
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 Finance 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:
  • Contact clients by email, statement and phone to facilitate collection of client payments.
  • 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 Crystal or Excel, as requested
  • Review of accounts receivable aging
  • Submittal of write off requests
  • Posting of cash receipts including deposits (to bank), credit card payments, ACH and wires
  • Editing of monthly Proformas and preparation of client invoices for review by attorneys
  • Process and submit electronic invoices via electronic invoicing sites
  • Assist with all other accounting tasks and special projects, as needed
Key Billing Skills and Competencies
  • 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
  • Proficiency in Microsoft Office, especially Outlook and Excel
  • Knowledge of general accounting procedures
  • Knowledge of relevant accounting software (Elite/3E)
  • Knowledge of ARCs software and Crystal Reporting
  • Previous experience in electronic invoicing sites
  • Knowledge of billing and e-billing processes
  • Proficient in data entry and time management
  • Accounting degree or 2+ years of customer service and general accounting experience required
  • Previous experience with time and billing software
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.
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