Client Account Specialist

Hanson Bridgett

$80K — $90K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of collections and accounts receivable experience in a law firm or professional services setting
  • Strong knowledge of legal billing practices and structures
  • Professional experience managing attorney-client collections interactions
  • Proficiency in legal billing software, preferably Aderant
  • Solid understanding of legal invoice formats and client guidelines
  • Strong analytical skills related to AR aging reports
  • Excellent communication and client service skills, with a focus on detail

Responsibilities

  • Manage client accounts across practice groups and monitor aging balances
  • Collaborate with billing attorneys to develop and execute collections strategies
  • Conduct outreach regarding past-due balances and invoice disputes
  • Document and monitor payment arrangements in line with firm policies
  • Send timely acknowledgment letters upon receipt of client funds
  • Research and resolve billing discrepancies and payment issues
  • Generate reports on account statuses and collections activities

Benefits

  • Hybrid or remote work options
  • Comprehensive medical, dental, and vision insurance
  • 401(k) retirement plan
  • Paid time off and flexible scheduling
Full Job Description
Hybrid or Remote

Hanson Bridgett LLP is seeking an experienced Client Account Specialist to join our Billing and Accounts Receivable team. This is a key role within the firm's finance operations, responsible for managing collections activity and client account relationships across a portfolio of legal matters. The ideal candidate has direct law firm billing and collections experience, understands the nuances of working with attorneys and their clients on financial matters, and brings a professional, diplomatic approach to every interaction.

Key Responsibilities
• Manage an assigned portfolio of client accounts across multiple practice groups, monitoring aging balances and proactively following up on outstanding legal invoices
• Serve as the primary collections contact for billing attorneys, collaborating closely to develop and execute account-specific collections strategies while preserving client relationships
• Conduct professional and diplomatic outreach to clients and responsible parties regarding past-due balances, payment arrangements, and invoice disputes in a manner consistent with the firm's client service standards
• Document and monitor payment plans and arrangements in accordance with firm policy and attorney guidance
• Send timely acknowledgment letters to senders upon receipt of funds, meeting established firm deadlines
• Research and resolve payment discrepancies, billing disputes, and unapplied cash in the firm's billing system
• Generate AR aging reports, collections activity summaries, and account status updates for the Director of Billing and AR and firm management
• Maintain thorough, up to date collection notes and account documentation within the firm's legal billing platform
• Collaborate cross functionally with attorneys, legal secretaries, practice group administrators, and finance colleagues to resolve account issues promptly and professionally

Qualifications
• Minimum 5 to 7 years of collections and accounts receivable experience; law firm or professional services firm experience is required
• Demonstrated understanding of legal billing practices, including hourly billing, contingency matters, retainers, trust accounts, and matter-level billing structures
• Experience working directly with attorneys and clients on collections matters, with the ability to navigate those conversations with professionalism and tact
• Proficiency with legal billing software required; experience with Aderant or similar platforms strongly preferred
• Familiarity with legal invoice formats, billing guidelines, and client outside counsel guidelines (OCGs) is a plus
• Strong analytical skills with experience working in AR aging reports and collections tracking tools
• Proficiency in Microsoft Office Suite, particularly Excel
• Excellent written and verbal communication skills with a client service orientation
• High degree of organization, accuracy, and attention to detail in a fast-paced, deadline-driven environment
• Ability to work independently and exercise sound judgment while managing a high-volume portfolio
• Associate's or Bachelor's degree in Accounting, Finance, Business, or related field preferred

Compensation

Salary range: $80,000 to $90,000 annually, commensurate with experience. Hanson Bridgett offers a comprehensive benefits package including medical, dental, vision, 401(k), and paid time off.

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