Client Services Representative
- Cleveland, OH
- Permanent
- Full-time
- 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.
- 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.