Client Services Representative

Location: Downtown Cleveland

Work Arrangement: Mostly on-site. Remote option available on Fridays

Due to growth, this is a new addition to a great team. In this role, you will provide comprehensive administrative financial support, primarily focusing on the billing processes within a professional services environment. Your contribution will be vital in ensuring efficient financial operations and client satisfaction.

Key Responsibilities:

• Review and activate client accounts, ensuring all New Account Memoranda are complete and accurate.
• Prepare, review, and edit pre-bills for billing attorneys, ensuring accuracy and compliance with billing instructions.
• Coordinate multiple billing memoranda for the preparation of combined invoices.
• Draft and format client bills and e-bills, incorporating attorney edits and approvals.
• Investigate and resolve client inquiries related to billing, collaborating with billing partners as needed.
• Enter and update information in the accounting system, ensuring all transactions are recorded accurately.
• Present finalized bills to clients upon request from supervising attorneys.
• Communicate with clients regarding overdue bills or billing concerns, as directed by supervising attorneys.
• Utilize the firm's accounting system and other technical resources to enhance efficiency.
• Manage electronic documents for seamless retrieval and support the finance team in overflow and coverage tasks.

Qualifications:

• Associate's Degree or equivalent from a two-year college or technical school.
• 1-3 years of related experience in a professional services environment; experience in a law firm is advantageous.
• Proficient in a recognized accounting system and Microsoft Office products, particularly Excel and Word.
• Experience with legal accounting/billing software is highly desirable.
• Excellent customer service and communication skills.
• Ability to prioritize tasks, plan activities efficiently, and manage time effectively.

If you are a proactive and organized individual with a keen eye for detail and a passion for client service, we invite you to apply for this opportunity. Join us in delivering exceptional financial support and contributing to our team's success.