Client Accounts Specialist

Pittsburgh, PA
Full Time
Entry Level

To be considered for this role, please call 866-996-6549 and follow the step-by-step instructions outlined by our Co-Founder and Managing Partner.  In addition, please complete your application here. You will be evaluated and vetted based on your ability to follow instructions.  We look forward to hearing from you! 


About: 

Join our team and be a part of the most rewarding phase of the client journey - settlement disbursements!  The Client Accounts Specialist will work directly with clients to help them understand their settlement funds by drafting disbursement statements and sending clients their checks.  This is the most exciting part of the client lifecycle as it ends in financial resolution. 
 

Responsibilities: 

  • Serve as the primary point of contact for clients, providing exceptional customer service throughout the client lifecycle.  

  • Resolve client liens, 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 associate or bachelor's 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 the 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-hour 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.   

  • A 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: 

Financial Benefits 

  • 401k Contributions: The firm offers a discretionary match up to 5%. This includes a 100% match on the first 3% of contributions and a 50% match on the next 2%, based on annual compensation. 

  • Charitable Donations: The Chaffin Luhana Foundation makes an annual donation to a charity of each team member’s choice.  

Healthcare Benefits 

  • Medical Insurance: $503 toward monthly health premiums for team members or their families. Team members pay just $1. 

  • Dental Insurance: Full coverage, with only a $1 monthly contribution from the team member.  

  • Vision Insurance: Full coverage, with only a $1 monthly contribution from the team member.  

  • Health Reimbursement Account (HRA): Team members receive a $1,000 contribution from the firm in their HRA account if enrolled in the PPO health plan. 

  • Family / Dependent Care (DCR): Team members can contribute up to $5,000 pre-tax for dependent care.  

  • Flex Spending Account (FSA): Team members can contribute up to $1,000 pre-tax for medical expenses. 

Commuter Benefits 

  • Tax-free Transit Commute (TRN): Team members can contribute up to $325 per month pre-tax toward transit tickets.  

  • Discounted Parking (PKG): Team members can contribute up to $325 per month pre-tax toward parking. 

Time Off to Recharge & Renew 

  • Paid Time Off (PTO): 15 PTO days per year, increasing to 20 days after 3 years with the firm.  

  • Sick Days: 3 paid sick days per year.  

  • Celebrate the Holidays: Office is closed for 10 public holidays. 

  • Office Closure: Office is typically closed between Christmas and New Year’s Day. 

Culture & Development of Team 

  • Casual Dress: Enjoy our business casual dress code.  

  • Enhance Your Skills: Up to $500 annually for continued education or training.  

  • Learn How You’re Wired: Take a Kolbe Assessment to learn your instinctive method of operation.  

  • Time Management: Time management luncheons with senior leadership to elevate team and organizational success. 

  • Free Workouts: Free access to GreenTree SportsPlex for Pittsburgh office. 

Recognition at the Firm 

  • Value Team Members: Bonusly points for peer-to-peer recognition, redeemable for gift cards, trips, dinners, and more.  

  • Eat, Drink & Be Merry: Free team lunches and happy hours.  

  • Annual Bonus: Year-end discretionary bonus.  

  • Firm Outing: Annual firm outing for all team members to meet up and have fun. 


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. 

Location: 

Pittsburgh, PA 

Salary:
$42,000 - 46,000

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