Client Account Specialist - Finance & Accounting Department-AT

Client Account Specialist - Finance & Accounting Department
(Hybrid or Remote - U.S.)

NRI Legal Resources is seeking an experienced Client Account Specialist to support one of our top clients in their Finance & Accounting Department. This position plays a key role in managing client account setups, billing, collections, and overall portfolio management.

The ideal candidate will be proactive, detail-oriented, and skilled at building strong, collaborative relationships with attorneys and clients throughout the billing and collections cycle. This role offers the flexibility to work in a hybrid model from one of our U.S. offices or remotely from an approved state.

• Build and maintain professional relationships with attorneys, staff, and clients to ensure accurate and timely billing and collections.

• Manage complex billing arrangements, including client-level billing and collections.

• Train and mentor billing specialists, promoting accuracy and efficiency.

• Verify billing rates, review client guidelines, and monitor fee caps, discounts, and matter budgets.

• Oversee the entire billing process-from prebill review to final submission-ensuring compliance with client specifications.

• Partner with eBilling Coordinators and Systems Administrators to manage new client account setups and troubleshoot billing issues.

• Communicate with clients and attorneys regarding billing and collection matters; prepare reports as needed.

• Respond to inquiries related to accruals, audits, and payments; analyze trends to identify process improvements.

• Prepare monthly billing and collection forecasts, maintain portfolio reports, and monitor billing activity.

• Assist with cash applications and ensure proper handling of unapplied and trust funds.

• Support cross-training and knowledge-sharing initiatives to maintain continuous client service coverage.