Client Accounts Specialist

Robert Half • San Francisco, CA • 3d ago

Description

We are looking for a dedicated Client Accounts Specialist to join our team in San Francisco, California. In this role, you will interact with clients to provide exceptional service and support, ensuring their needs are met efficiently and professionally. You will play a key role in managing client accounts and addressing inquiries related to financial and accounting systems. For immediate consideration, please contact Leon Chang directly via Linked-In.

Responsibilities:

Invoice Preparation & Posting: Edits and posts client invoices per attorney revisions and client guidelines; handles adjustments, rate changes, formatting, and billing discrepancies; manages electronic billing and pre-bill reviews.

Cash Receipts: Collaborates with AR team to apply daily payments (checks, wires, ACH, credit cards); balances entries, scans checks with documentation, and updates deposit logs.

Bank Deposits: Sorts and scans checks for bank accounts using remote deposit; prepares and delivers deposits for items not accepted electronically.

Trust Accounts: Processes trust deposits, disbursements, and transfers with appropriate authorization; opens new trust accounts and manages client overpayments.

File Management: Maintains organized electronic records for billing, cash receipts, trust activities, write-offs, and refunds; tracks client matter status in ARCS and updates detailed payment spreadsheets.

Reporting: Prepares and distributes trust reports, tracks retainer activity, and fulfills audit and report requests; flags potential risk issues for Accounting Manager.

Expense Entry: Inputs third-party expenses and disbursements; reviews and posts cost recovery data; maintains monthly disbursement records.

Account Management: Oversees unapplied cash and ensures accurate invoice applications or trust returns; supports billing revisions and resolves stale account issues.

Collections: Assists with collection efforts and related tasks when needed.

Teamwork & Communication: Meets deadlines, upholds service standards, communicates professionally with clients and staff, and supports special projects.

Requirements

xperience: Minimum of 3 years in billing or accounts receivable, ideally in a professional services or law firm setting.

Education: High school diploma or GED required; accounting or business coursework preferred.

Software Proficiency:

Skilled in Microsoft Office (Word, Outlook, Excel) and working with PDFs.

Familiar with Aderant billing software (Elite experience acceptable), Prebill Viewer, ARCS, and paperless billing systems.

Accounting Knowledge: Strong understanding of billing and A/R principles and related accounting concepts.

Technical Skills: Accurate typing and data entry; proficient in 10-key by touch.

Communication: Excellent written and verbal communication with strong grammar, punctuation, and spelling.

Teamwork & Initiative: Works well in a team and takes proactive steps to resolve issues.

Time Management: Handles multiple tasks efficiently in a fast-paced environment; meets tight deadlines.

Organization & Detail: Highly organized with sharp attention to detail.

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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