Description
We are looking for a Client Accounts Specialist to join our team in San Francisco, California. This role involves managing billing processes and client accounts while ensuring exceptional service delivery. The ideal candidate will bring expertise in accounting software systems and customer service to streamline operations and improve client satisfaction. For immediate consideration, please contact Leon Chang directly via Linked-In.


Responsibilities:

Invoice Management: Prepares and posts client invoices per attorney revisions and client guidelines.

Cash Application: Reconciles and applies payments (checks, wires, ACH, credit cards); processes refunds as needed.

Bank Deposits: Organizes and deposits checks into correct accounts.

Trust Accounts: Records deposits, transfers, and withdrawals for client and state bar trust accounts.

Recordkeeping: Maintains accurate electronic files for invoices, cash receipts, disb...