Client Services Analyst

Posted 22 Days Ago
Be an Early Applicant
Philadelphia, PA, USA
Hybrid
60K-70K Annually
Mid level
Legal Tech
The Role
Handle client invoice inquiries, collections, payment posting, write-offs, and reconciliation. Communicate with clients and attorneys to resolve discrepancies, reduce deductions, and maintain accurate contact and payment records using Aderant and Microsoft applications.
Summary Generated by Built In

Cozen O’Connor is seeking a Client Services Analyst to join our Philadelphia team. The position of Client Services Analyst reports directly to the Client Services Supervisor and will work closely with the Director of Collections and Billing in collection efforts. This is a hybrid position in the Philadelphia office. 

Responsibilities
  • Assist with various client requests for additional information on invoices
  • Ensure proper administration of internal write-off policies
  • Monitor e-billed invoices deductions and assist with helping to reduce deductions
  • Maintain accurate files of attempts to contact clients and records of discussions
  • Assist with the cleanup of unallocated receipts and short paid invoices
  • Work with clients to reconcile any accounting discrepancies 
  • Process write-offs for identified accounts
  • Build relationships with attorneys to identify clients that can be contacted for paying outstanding balances
  • Perform tasks at a high level with customer service being top priority
  • Research and resolve invoice inquiries/issues
  • Place direct phone calls and emails to clients that are past due
  • Provide copies of past due invoices and recapping invoices when necessary
  • Update comments in Aderant system
  • Assist with payment posting, client refunds and fund reallocations
  • Research payment allocations and unidentified payments
Qualifications
  • High School Diploma or equivalent experience required
  • College degree preferred
  • 3 – 5 years’ experience in client services, collections, accounts receivable or a related area
  • Prior law firm experience preferred
  • Candidates with a background overseeing large-volume portfolios highly preferred
  • Excellent written, oral and reading communication skills in order for the incumbent to accurately obtain, interpret and transcribe a variety of communications and instructions
  • Proficiency in Microsoft applications with advanced level in Microsoft Word and Outlook
  • Professional interpersonal skills and the ability to adjust and interact with all levels of personnel including clients, attorneys and staff
  • Be able to multitask, organized, set priorities and meet deadlines and take pride in one’s work
  • Professional judgement, strong attention to detail and great interpersonal skills required

The salary range for this role is $60,000 - $70,000 and represents the Firm’s good faith and reasonable estimate of the range of possible compensation at the time of posting. Actual compensation will be dependent upon a number of factors, including but not limited to, the candidate’s relevant experience, qualifications and location.

About UsKnown for its commitment to action and tangible results, Cozen O'Connor has rapidly grown to become one of North America's fastest-growing law firms. Offering full-service expertise in litigation, business law, and government relations, the firm serves a diverse clientele, including global Fortune 500 companies, growing middle-market firms, startups, and high-profile individuals. Established in 1970, Cozen O’Connor has more than 1,000 attorneys who help clients manage risk and make better business decisions. The firm counsels clients on their most sophisticated legal matters in all areas of the law, including litigation, corporate, and regulatory law. Representing a broad array of leading global corporations and middle market companies, Cozen O’Connor services its clients’ needs through 35 offices across two continents. The firm is consistently ranked among the top 100 law firms in America and has received recognition from prestigious legal and business organizations such as Chambers & Partners, The American Lawyer, The Legal 500, and Best Lawyers. Cozen O'Connor is dedicated to excellence and strives to achieve the right results for its clients, no matter how complex or critical the legal challenges may be.

Cozen O’Connor is committed to fostering greater inclusion in the legal profession. We understand the organizational effectiveness that comes from welcoming and valuing differences within the firm, and we know that assembling a team with a breadth of perspectives and experience is necessary to provide the highest quality legal service. We encourage candidates to apply and join us in this effort.

Cozen O'Connor actively welcomes applicants who have previously left the workforce and are looking to return to their careers. Gaps in experience are not penalized.
Cozen O’Connor is an Equal Opportunity Employer, including disabled and veterans.

Skills Required

  • High School Diploma or equivalent experience
  • College degree
  • 3 - 5 years' experience in client services, collections, accounts receivable or related area
  • Prior law firm experience
  • Experience overseeing large-volume portfolios
  • Excellent written, oral, and reading communication skills
  • Proficiency in Microsoft applications, advanced in Word and Outlook
  • Professional interpersonal skills; ability to interact with clients, attorneys, and staff
  • Ability to multitask, organize, set priorities, and meet deadlines
  • Strong attention to detail and professional judgment
  • Experience updating comments and working in Aderant system
  • Ability to work a hybrid schedule in the Philadelphia office
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The Company
HQ: Philadelphia, PA
1,652 Employees
Year Founded: 1970

What We Do

Ranked among the top 100 law firms in the country, Cozen O’Connor has more than 800 attorneys in 31 cities across two continents. We are a full-service firm with nationally recognized practices in litigation, business law, and government relations, and our attorneys have experience operating in all sectors of the economy. Our diverse client list includes global Fortune 500 companies, middle-market firms poised for growth, ambitious startups, and high-profile individuals.

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