Client Account Specialist

Location: San Francisco, CA
Date Posted: 19-01-2017

Position: Client Account Specialist
Location: San Francisco
Full-time Permanent Direct Hire
The Accounting Department has an opening for a Client Account Specialist (CAS) in the San Francisco office. The CAS is responsible for managing all the billing and collections processes from engagement to collections with tact, diplomacy and effective negotiation skills. 

Responsibilities include but are not limited to:
ensuring the proper and accurate client account set up, billing and collection arrangements, and inventory management for assigned client portfolios; establishing, fostering, and maintaining professional and collaborative relationships with attorneys, staff and clients to ensure compliance with both attorney and client specifications; verifying rates with the rate analyst; reviewing and implementing the outside counsel guidelines; monitoring fee caps, tier discounts and matter budgets; setting up and monitoring alerts; managing the prebill to final bill process; collaborating with the eBilling Coordinators for setting up new clients for eBilling; submitting invoices electronically, taking accountability for successful submissions and troubleshooting issues; providing rate analysis upon request and recommending solutions based on billing trends relating to realization.
  • Bachelor’s degree in Accounting, Finance or Business discipline preferred.  Equivalent experience considered.
  • Minimum of three years of dedicated specialized billing, collection and/or account management experience in a legal or professional services industry.
  • Hands-on experience performing complex accounting analysis.
  • Strong proficiency in Excel, Aderant and ARCS/Minisoft collection software.
  • Ability to multi-task.
  • Strong oral and written communication skills.
  • Ability to prepare accurate, highly detailed work product.
  • Talent for delivering client service through teamwork.
  • Ability to exchange information and to present ideas, report facts and other information clearly and concisely.
  • Strong organizational skills and ability to manage large amounts of data.
  • Ability to manage time, prioritize workload effectively, and work independently.
  • Reliability, dependability, and strong motivation to respond to requests quickly. 
  • Ability to work additional hours as needed.
If you are interested for this position, please send your updated word document resume to
Ralph Larsen Mendoza
Technical Recruiter
JBA International, LLC
Direct:   626-204-6916
Mobile:  626-379-0705
Tel:        626-844-1400 ext. 308
Toll:       1-800-500-4942
Fax:       626-795-9401
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