Client Account Manager
200 Clarendon St Floor 20 Boston, MA 02116 US
Job Description
About the role:
- Oversee client matter setup, billing and collection arrangements, and inventory management for designated attorney and client portfolios.
- Build strong collaborative relationships with attorneys and staff, supporting the full cycle of client invoicing and collections.
- Analyze inventory metrics, prepare relevant documentation, and provide recommendations aligned with business strategies.
- Manage all aspects of matter administration, including rate structures, time and value accuracy, disbursement tracking, and client matter budget monitoring.
- Handle on-account billing, resolution of unapplied funds, and client trust accounting.
- Ensure excellence in client service across all responsibilities of the role.
- Bachelor’s degree in Accounting, Finance, or Business is preferred.
- At least three years of specialized experience in billing, collections, or account management.
- Practical experience conducting complex accounting analyses.
- Proficiency with financial systems (e.g., Elite/3E, eBillingHub).
- Preferred background in a law firm or professional services setting, with international experience.
- Skilled in evaluating information, anticipating issues and outcomes, and making effective decisions.
- Ability to produce highly accurate, detailed work.
- Strong client service orientation with a focus on teamwork.
- Excellent communication skills, with the ability to convey ideas, report facts, and exchange information clearly and concisely.
Meet Your Recruiter
Dan James
Managing Director
After graduating with an Associates Degree in Business Administration from Westchester Community College Dan wasn't sure exactly what he wanted to do. In February 2013 he decided to put his knack for connecting people with one another to work when he joined The Phoenix Group. When he's not in the office you can find him skiing, golfing, or spending time with his family.