Collections and Client Services Assistant (Accounting Dept)

Roetzel & Andress is seeking a Collections & Client Services Specialist to support the Firm’s collections, client account follow-up, and accounts receivable processes. This role works closely with attorneys, internal teams, and external clients to resolve billing and payment questions, maintain accurate client account information, and provide responsive, professional service.

The ideal candidate has 1–3 years of collections, client services, or accounts receivable experience in a law firm or other professional services environment, such as accounting, wealth management, or consulting. Strong communication, organization, attention to detail, and technology skills are essential.

Key Responsibilities

• Follow up on outstanding accounts receivable and support timely collection of client balances.
• Communicate professionally with clients, attorneys, and internal teams to resolve payment, invoice, and account questions.
• Research and obtain invoice copies, backup documentation, and client account information needed to support payment.
• Maintain accurate client account notes, correspondence, and collection activity records.
• Partner with Accounts Receivable to help ensure payments are applied accurately.

• Assist with short-pay follow-up, account updates, reporting, spreadsheets, and special projects.
• Handle sensitive financial and client information with discretion and confidentiality.
• Provide timely, responsive service and follow through on requests, questions, and issue resolution.

• 1–3 years of experience in collections, client services, accounts receivable, or a related financial support role.
• Experience in a law firm or professional services environment preferred; accounting, wealth management, or similar client-focused industries will be considered.
• Excellent written and verbal communication skills with the ability to work effectively with internal and external clients.
• Strong customer service mindset, responsiveness, and problem-solving skills.
• Highly organized, detail-oriented, and able to manage priorities in a fast-paced environment.
• Strong technology skills, including Microsoft Word, Excel, Outlook, and financial/accounting systems.
• Experience with 3E Elite or similar accounting/financial software preferred.

High school diploma or equivalent required; some college coursework or degree preferred.

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