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Collections Specialist

External
dlapiper logoDlapiper · Palo Alto, CA
Full-timeRemote1w ago
Accounts ReceivableComplianceDocumentationExcelFinancial AnalysisMove
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About the role

The Collections Specialist, in collaboration with and in support of the firm's strategic initiatives, plays a critical role in assisting the Collections Managers in various financial and administrative functions. This position supports client onboarding, vendor documentation, payment processing, and financial reporting, ensuring efficiency and accuracy in accounting operations. Location This position can sit in our Palo Alto or San Francisco office and offers a hybrid work schedule.

Responsibilities

  • Client Onboarding Support: Assist in gathering required financial documents, setting up new client profiles, and ensuring compliance with onboarding procedures.
  • Vendor Forms Management: Complete and process vendor forms as requested, ensuring accuracy and alignment with company policies.
  • Payment Processing: Handle credit card payments, verify transactions, and ensure timely posting to accounts.
  • Report Generation: Run and analyze reports related to outstanding balances, collections activity, and financial transactions, providing insights for management decisions.
  • Payment Research: Investigate and analyze payment discrepancies, track missing transactions, and coordinate with internal teams or clients to resolve financial issues.
  • Refunds: Gather, prepare and submit documentation in Chrome River in order refund overpayments received from clients.
  • Administrative Assistance: Provide general support to collections managers, including communication with clients or vendors
  • May perform other duties and projects as assigned.

Requirements

  • Minimum Education
  • High School Diploma or GED.
  • Preferred Education
  • Associate's Degree.
  • Minimum Years of Experience
  • 5 years of experience in a professional accounting role within collections, accounts receivable, or financial administration in a law firm.
  • Essential Job Expectations
  • While the specific job requirements of a DLA Piper position may vary depending upon scope of the job and area of specialty, there are certain universal requirements that are expected of all DLA Piper employees, which include but are not limited to:
  • Effectively communicate, verbally and in writing, with clients, lawyers, business professionals, and third parties.
  • Produce deliverables, answer phone calls, and reply to correspondence in an efficient and responsive manner.
  • Provide timely, accurate, and quality work product.
  • Successfully meet deadlines, expectations, and perform work duties as required.
  • Foster positive work relationships.
  • Comply with all firm policies and practices.
  • Engage in both physical and sedentary activity, such as (a) working at a computer for extended periods of time, including on-screen reading and typing; (b) participating in digital/virtual conference calls; (c) participating in meetings as needed.
  • Ability to work under pressure and manage competing demands in a fast-paced environment.
  • Perform all other duties, tasks or projects as assigned.
  • Our employees are expected to embrace and uphold our firm values as a part of our DLA Piper culture. We are committed to excellence in how we represent our clients and develop our people.
  • Physical Demands
  • Work Environment
  • The individual selected for this position may have the opportunity for a hybrid work arrangement comprised of remote and in-office work, the requirement for which will be

Benefits

Remote work options

Additional Information

DLA Piper is, at its core, bold, exceptional, collaborative and supportive. Our people are the backbone, heart and soul of our firm. Wherever you are in your professional journey, DLA Piper is a place you can engage in meaningful work and grow your career. Let's see what we can achieve. Together.


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