Client Services Analyst

Cozen O'Connor

Client Services Analyst at Cozen O'Connor managing collections and client communication issues. Role involves client service, invoice inquiries, and improving collection processes in a hybrid work environment.

Posted 4/22/2026full-timePhiladelphia • Pennsylvania • 🇺🇸 United StatesMid-LevelSenior💰 $60,000 - $70,000 per yearWebsite

About the role

Key responsibilities & impact

Assist with various client requests for additional information on invoices
Ensure proper administration of internal write-off policies
Monitor e-billed invoices deductions and assist with helping to reduce deductions
Maintain accurate files of attempts to contact clients and records of discussions
Assist with the cleanup of unallocated receipts and short paid invoices
Work with clients to reconcile any accounting discrepancies
Process write-offs for identified accounts
Build relationships with attorneys to identify clients that can be contacted for paying outstanding balances
Perform tasks at a high level with customer service being top priority
Research and resolve invoice inquiries/issues
Place direct phone calls and emails to clients that are past due
Provide copies of past due invoices and recapping invoices when necessary
Update comments in Aderant system
Assist with payment posting, client refunds and fund reallocations
Research payment allocations and unidentified payments

Requirements

What you’ll need

High School Diploma or equivalent experience required
College degree preferred
3 – 5 years’ experience in client services, collections, accounts receivable or a related area
Prior law firm experience preferred
Candidates with a background overseeing large-volume portfolios highly preferred
Excellent written, oral and reading communication skills in order for the incumbent to accurately obtain, interpret and transcribe a variety of communications and instructions
Proficiency in Microsoft applications with advanced level in Microsoft Word and Outlook
Professional interpersonal skills and the ability to adjust and interact with all levels of personnel including clients, attorneys and staff
Be able to multitask, organized, set priorities and meet deadlines and take pride in one’s work
Professional judgement, strong attention to detail and great interpersonal skills required

Benefits

Comp & perks

Equal Opportunity Employer, including disabled and veterans

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

accounts receivablecollectionsinvoice processingpayment postingreconciliationwrite-off processingclient refundsfund reallocationsattention to detailmultitasking

Soft Skills

customer servicecommunication skillsinterpersonal skillsorganizational skillsprofessional judgementability to prioritizedeadline managementrelationship buildingproblem-solvingadaptability

Certifications

High School DiplomaCollege degree