Client Account Specialist

To be considered for this position, please call 866-921-4749 and follow the instructions outlined by our Managing Partner. You can also send us an email at careers@chaffinluhana.com for more information.

About:

The Client Account Specialist will be responsible for working with the client accounts team to provide customer service support to our clients throughout the client lifecycle.

Responsibilities:

  • Serve as the primary point of contact for clients, providing exceptional customer service throughout the client lifecycle.
  • Resolve client leins, drafting disbursement statements, issuing checks to clients, and allocating and reconciling client accounts in Quickbooks.
  • Manage client accounts, ensuring all necessary information is accurately recorded in the firm’s case management system.
  • Communicate with clients via phone, email, and other communication channels, responding promptly and professionally to all inquiries.
  • Work collaboratively with attorneys and other team members to provide support and ensure client satisfaction.
  • Maintain accurate records of client interactions and account information, ensuring data integrity and confidentiality.
  • Monitor case progress and provide regular updates to clients on case status.
  • Identify opportunities to improve client satisfaction and streamline processes, and make recommendations to management for implementation.
  • Continuously develop knowledge of personal injury and mass tort law to better serve clients and support the team.

Qualifications: 

  • 2+ years’ of experience in bookkeeping and/or accounting.
  • At least an Associates or Bachelors degree in finance or accounting strongly preferred.
  • Prior experience in banking, or a legal accounting a plus or medical office.
  • Experience with lien resolution in a legal or medical setting a plus.
  • Basic (or better) knowledge of QuickBooks.
  • You love numbers, and are proficient in auditing your own work and work of others.
  • Proficiency with the Microsoft suite, especially with Excel and Word.
  • Strong communication skills, with the ability to effectively communicate with clients, attorneys, and other team members.
  • Excellent organizational skills, with the ability to manage multiple tasks and priorities in a fast-paced environment.
  • Attention to detail and high level of accuracy in data entry and record-keeping.
  • Have a fast-paced work ethic that empowers you to meet tight deadlines (24 hours deadline with a to-do list a mile long? No problem).
  • Case management software experience.
  • Positive attitude, strong work ethic, and willingness to learn and grow within the role.
  • Exhibit an infectious can-do attitude and an ability to pivot and change course on a dime.
  • Compassionate in handling work with clients, who you may interact with regarding disbursement of funds for their injury cases.
  • Pristine record with no personal or business bankruptcies or criminal record is a must.
  • If you are a highly motivated, customer-focused individual with a growth mindset and a desire to be part of a high-growth law firm, we encourage you to apply for this exciting opportunity. We offer competitive compensation and benefits packages, as well as opportunities for professional growth and development.

Benefits:

  • Salary based on prior experience and incentive bonus based on KPIs.
  • Health and dental insurance—we cover most (if not all) of the premiums (for typical team member) and we kick in up to $750 in an HRA.
  • Flexible Spending Account—transit and healthcare.
  • Paid Time Off (PTO) for pure fun and recharging, 9 yearly holidays paid so you can enjoy your friends and family and separate sick/bereavement days for those unfortunate times you need it.
  • We strive to close the entire firm between Christmas & New Year’s every year so the entire team can recharge their batteries with family and start the year fresh!
  • Bonusly awards—peer-to-peer recognition app—think Facebook for the team with cool .gifs (and rewards funded by the firm)!
  • Free annual dollars for continuing education and twice monthly Coaching Wednesdays with Senior Management!
  • A strong company culture with cool rewards, annual firm retreat and a spectacular holiday dinner!
  • Philanthropy— our motto is Doing Good by Doing Right™ in our practice and in our communities – you’ll be working for meaningful causes inside and outside of the firm!
  • Team members nominate their own charities for the CL Foundation to support during the holidays—putting their own mark on our Doing Good by Doing Right™ motto!

Note:

This job description is not an exclusive or exhaustive list of all job functions an employee in this position may be asked to perform. Duties, responsibilities, and requirements can be added, changed, or reduced by management to meet the business needs of the company.

Chaffin Luhana LLP does not discriminate based on race, color, sex, religion, national origin, disability, or any other reason prohibited by law in provision of employment opportunities.