[Hiring] Client Account Specialist @Job Duck

Role Description

Job Duck is seeking a Client Accounts Specialist to take ownership of client accounts receivable, collections, and trust replenishment for a growing, fully remote legal services team. In this client-facing financial role, you will build trust through proactive phone calls, thoughtful follow-up, and realistic payment arrangements that protect the firm’s cash flow while preserving strong relationships.

Our clients are navigating a challenging life transition, so the right person brings empathy and calm professionalism, along with the confidence to discuss balances directly and the persistence to see every account through to resolution.

You will manage a portfolio of 100 to 150 active accounts, work closely with attorneys and internal teams, and see the direct impact of your efforts on firm revenue and client experience. This role suits a self-directed, organized collector who takes accountability for results and does not wait to be told which accounts need attention.

• Compensation Range: 1,015 USD to 1,100 USD

Responsibilities include, but are not limited to:

• Clearly communicate outstanding amounts, payment expectations, and deadlines, and send payment links and written confirmations promptly after payment commitments.
• Document every meaningful client communication, payment commitment, and collection attempt in Clio.
• Coordinate with attorneys regarding hearings, mediations, trials, and other events that may affect anticipated legal fees.
• Negotiate realistic, structured payment arrangements within firm policy and approval authority, and escalate exceptions, settlements, or adjustments to management.
• Monitor client trust balances, identify matters approaching replenishment thresholds, and contact clients before sending replenishment requests whenever practicable.
• Follow up immediately on broken payment commitments and missed payment arrangements.
• Respond to client questions about invoices, balances, payments, and account activity, and research payment discrepancies, unapplied payments, and credits.
• Explain the distinction between funds held in trust, fees earned and billed, and amounts that must be replenished.
• Identify delinquent, high-risk, and overdue balances, and prioritize collection activity based on account status, balance, payment history, and upcoming case events.
• Monitor accounts receivable aging reports and client account balances daily, and manage a portfolio of approximately 100 to 150 active client accounts.
• Prepare weekly reports on collection activity, outstanding balances, payment arrangements, and delinquent accounts, and recommend improvements to collection procedures.
• Conduct approximately 15 to 20 outbound calls daily, and contact clients by phone, email, and text regarding outstanding balances, missed payments, and trust replenishment needs.
• Maintain collection activity trackers and ensure every assigned account has a clear next step.
• Coordinate with billing personnel and attorneys to investigate and resolve billing disputes, and prepare written summaries of unresolved concerns with recommended next steps.
• Route legal questions to the responsible attorney, and promptly escalate complaints involving misconduct, fraud, threatened legal action, or potential bar grievances to firm leadership.

Qualifications

• At least three years of progressively responsible experience in collections, accounts receivable, credit and collections, or financial account management.
• Demonstrated experience personally conducting outbound collection calls and securing payment commitments.
• Experience managing a substantial portfolio of customer or client accounts.
• Proven ability to negotiate payment arrangements and address delinquent accounts professionally and persistently.
• Excellent verbal and written communication skills, including the ability to navigate difficult or emotionally charged conversations.
• Ability to independently prioritize accounts, manage follow-up deadlines, and take ownership of unresolved issues.

Requirements

• Work Shift: 9:00 AM - 6:00 PM [EST][EDT] (United States of America)
• Languages: English, Spanish

Company Description

For ambitious, culturally diverse, curious minds seeking booming careers, Job Duck unlocks and nurtures your potential. We connect you with rewarding, remote job opportunities with US-based employers who recognize and appreciate your skills, allowing you to not just survive but thrive.

As a lifestyle company, we ensure that everybody working here has a fantastic time, which is why we’ve earned the Great Place to Work Certification every year since 2022!