Client Services Assistant
Job Description
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:- Communicate with clients by email and phone to assist with payments and inquires.
- 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 Elite-3E or Excel, as requested
- Review of accounts receivable aging
- Submittal of write off requests
- Assist with other accounting tasks and special projects, as needed
- 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
- Proficiency in Microsoft Office, especially Outlook and Excel
- Knowledge of general accounting procedures
- Knowledge of relevant accounting software (Elite-3E) preferred
- Previous experience in electronic invoicing sites preferred
- Knowledge of billing and e-billing processes preferred
- Proficient in data entry and time management
- Accounting degree or 2+ years of customer service and general accounting experience required
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