Collections/Client Relations Coordinator

Fox Rothschild LLP • San Francisco, CA • 1h ago

Description

The Collections/Client Relations Coordinator is responsible for managing and executing the collection of outstanding accounts receivable. This role ensures timely payments from clients, maintains accurate records, and works closely with internal departments to resolve billing issues.

ESSENTIAL FUNCTIONS:

Monitor and manage the accounts receivable portfolio to ensure timely collection of payments.

Contact customers via phone, email, and written correspondence regarding overdue accounts.

Investigate and resolve discrepancies related to billing and payments.

Maintain accurate and up-to-date customer records and collection notes.

Collaborate with the billing team to ensure invoices are issued correctly and on time.

Partner closely with the Cash Application team to ensure accurate posting of payments and resolution of unapplied or misapplied funds.

Prepare and distribute aging reports and collection status updates to management.

Escalate unresolved or high-risk accounts to Finance leadership with clear documentation and recommendations.

Respond to customer inquiries and provide excellent service while maintaining firm collection practices.

Engage with internal and external stakeholders, including Partners and client teams, to ensure adherence to payment terms and company policies, and address any requests for exceptions with appropriate scrutiny and escalation when necessary.

ADDITIONAL FUNCTIONS:

Perform other collections responsibilities and special projects, as required.

QUALIFICATIONS (EXPERIENCE, KNOWLEDGE, SKILLS AND ABILITIES):

Education:

Associate's Degree or equivalent work experience required. Bachelor's degree in Finance, Accounting, Business Administration, or related field preferred.

Experience:

Minimum five (5) years of collections experience in a law firm (preferred) or other professional services organization.

Knowledge, Skills, & Abilities:

3E and ARCS 3G experience a plus.

Strong mathematical skills, attention to detail; high level of accuracy a must.

Strong organizational skills and ability to prioritize and multi-task with a high volume of work in a fast-paced environment.

Advanced proficiency in Microsoft Excel, including pivot tables, VLOOKUP, and data analysis tools.

Professional communication skills, ability to speak clearly, confidently, and respectfully with clients, attorneys, and business professionals.

Exceptional communications/customer service skills. Professional and courteous communication with clients, attorneys, paralegals and staff are a must.

Ability to work well independently as well as in a team environment.

Strong customer services skills. Maintain professionalism and responsiveness in all interactions.

Integrity & Confidentiality to handle sensitive financial information with confidentiality and professionalism.

WORK ENVIRONMENT & PHYSICAL DEMANDS:

This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

PHYSICAL REQUIREMENTS

Sedentary work: Exertion of physical strength to lift, carry, push, pull, or otherwise move objects up to 10 pounds. Work involves sitting most of the time. Walking and standing is often necessary in carrying out job duties.

COMPENSATION & BENEFITS

The salary range for this position reflects a variety of factors that are considered in making compensation decisions, including but not limited to experience, education, licensure and/or certifications, geographic location, market demands and other business and organizational needs. It is not typical for an individual to be hired at or near the top of the range for a position. A reasonable estimate of the current range for this position is TBD.

City of Las Vegas: $27.88 - $32.69 per hour

City of Denver: $28.85 - $33.65 per hour

City of San Francisco: $33.65 - $38.46 per hour

City of Los Angeles & City of Seattle: $31.25 - $36.10 per hour

For information on Fox Rothschild's compensation and benefits visit: Compensation & Benefits (foxrothschild.com) (https://www.foxrothschild.com/careers-for-staff/compensation-benefits)

DISCLAIMER

Fox Rothschild LLP is under no obligation to provide sponsorship for this position. Applicants must be currently authorized to work in the United States on a full-time basis now and in the future.

The above is intended to describe the general content of and requirements for the performance of this job. It is not a contract or employment agreement and is not to be construed as an exhaustive statement of all functions, responsibilities, or requirements the employee may be required to perform, and the employee may be required to perform additional duties. Additionally, management reserves the right to review and revise the job description at any time. Employment with the firm is at-will. Employees must be able to satisfactorily perform all the essential functions of the position with or without reasonable accommodation. If an accommodation request would cause an undue hardship or a safety concern, the individual may not be eligible for the position.

The Firm provides equal employment opportunity to all employees and applicants for employment without regard to a person's race, color, religion, sex, gender, pregnancy, childbirth, breastfeeding or related medical conditions, gender identity or expression, sexual orientation, age, ancestry, national origin, marital status, military or veteran's status, medical condition, disability, individual genetic information, protected leave or any other factor protected under federal or state applicable laws.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws.

For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.

Similar Jobs

Accenture Life Insurance and Annuity Industry Data Product Lead

Accenture • Walnut Creek, CA • 6h ago

Finance, Accounting & Banking

We Are:Transforming the Insurance industry of yesterday. We apply some of today's latest technologies in AI, data analytics, and automation. Our team of over 975 Life and Annuity industry professionals is helping some of...

6h ago

Go to Apply

Accounts Payable Specialist

Robert Half • Castro Valley, CA • 6h ago

Finance, Accounting & Banking

Description We are looking for an Accounts Payable Specialist to support a non-profit organization in Castro Valley, California through a Long-term Contract opportunity. This part-time position focuses on managing day-to...

6h ago

Go to Apply

Accenture Life Insurance and Annuity Industry Data Product Lead

Accenture • San Francisco, CA • 6h ago

Finance, Accounting & Banking

6h ago

Go to Apply

Senior Revenue Accountant

Robert Half • Oakland, CA • 7h ago

Finance, Accounting & Banking

Description We are looking for an experienced Senior Revenue Accountant to support core accounting operations and ensure accurate financial reporting for a 100% remote role with a company headquartered in the Bay Area, C...

7h ago

Go to Apply

Manager, Accounting

Uber • San Francisco, CA • 7h ago

Finance, Accounting & Banking

About the Role We are looking to hire a highly motivated Accounting Manager for our Revenue Accounting team, reporting to the Mobility Revenue Accounting Senior Manager. You will be part of a team that is critical to the...

7h ago

Go to Apply

Lead Finance Specialist - Insurance

GE Aerospace • San Francisco, CA • 7h ago

Finance, Accounting & Banking

Job Description Summary This role is with ERAC, Employers Reassurance Corporation and a corporate holding of GE Aerospace. We are a reinsurance company supporting the long-term care insurance, structure settlements and L...

7h ago

Go to Apply

Financial Analyst

Contact Government Services, LLC • San Francisco, CA • 11h ago

Finance, Accounting & Banking

Financial Analyst Work Location: San Francisco Employment Type: Full-Time, Entry/Mid-Level Department: Finance CGS is seeking a skilled Financial Analyst to support mission-critical financial analysis and debt collection...

11h ago

Go to Apply

Senior Sales Specialist - Credit Risk Solutions

S&P Global • San Francisco, CA • 1d ago

Finance, Accounting & Banking

About the Role: Grade Level (for internal use): 13 The Team: This role sits within our Corporate Market Sales Team in the Credit & Risk Solutions business and is focused on managing and expanding strategic Technology...

1d ago

Go to Apply

Accounts Payable Specialist

Robert Half • San Mateo, CA • 1d ago

Finance, Accounting & Banking

Description Job Title: Accounts Payable Specialist - Full-Time Engagement Professionals Location: San Mateo County & Palo Alto Market, CA Company: Robert Half Robert Half is seeking a detail-oriented and reliable Acc...

1d ago

Go to Apply

Fund Accountant | SF Private Investment Firm

Robert Half • San Francisco, CA • 1d ago

Finance, Accounting & Banking

Description Jennifer Fukumae with Robert Half Finance and Accounting is partnering with a premier private investment firm with approximately $40 billion in equity capital is seeking a Fund Accountant to join its San Fran...

1d ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)