Client Account Representative

We’re hiring a Client Account Representative to join our Finance team in Downtown San Diego. If you’re detail-oriented, highly organized, and enjoy working in a fast-paced environment where accuracy and collaboration are key, we’d love to meet you.

What You’ll Do

You’ll play an essential role in supporting the firm’s billing and client accounting processes while working closely with attorneys, support staff, and clients to ensure accurate financial records. Ideal candidates bring at least two years of experience in high-volume billing or accounts payable, preferably in a law firm or professional services environment, and are confident handling:

• Preparing, reviewing, and finalizing client bills using Paperless Proforma and the Aderant database

• Incorporating attorney edits and producing accurate invoices in final form

• Following up with attorneys, accounting staff, and legal secretaries regarding time or expense adjustments

• Preparing billing reports, fee summaries, and customized financial statements for client review

• Responding to billing inquiries from attorneys and clients, including providing detailed fee and expense back-up

• Supporting accounts receivable functions by researching invoice payments, issuing invoice copies, and reconciling payment records

• Providing additional accounting support, including accounts payable assistance, cash posting, vendor payments, and payroll-related tasks

What We’re Looking For

• 2+ years of experience in billing, accounts payable, or client accounting (law firm experience preferred)

• Familiarity with Aderant, ARCS, or similar accounting and collections software

• Strong proficiency in Microsoft Office, especially Excel, Word, Outlook, and PowerPoint

• Excellent organizational skills, attention to detail, and ability to manage multiple priorities

• Clear and professional written and verbal communication skills

• Ability to work independently while thriving in a collaborative, team-focused environment

• High school diploma required; relevant coursework or certifications in accounting a plus

Why Work With Us

• Hybrid work environment with flexibility to balance office and remote work

• Collaborative and supportive team culture

• Opportunity to work closely with attorneys and clients in a fast-paced professional setting

• Competitive compensation: this role typically pays $70,000–$80,000 annually, depending on experience. If your pay expectation is outside this range, we still encourage you to apply

• Bonuses awarded in recognition of individual and firm performance

• Comprehensive benefits including medical, dental, vision, flexible spending/health savings accounts, life insurance, and disability coverage

• Excellent 401(k) profit-sharing program, Employee Assistance Program, and generous paid time off policy

At Procopio, we value precision, teamwork, and client service. If you’re an organized, detail-driven accounting professional looking to make an impact, we’d love to hear from you.

Procopio is an equal opportunity/affirmative action employer and encourages applications from women, people of color, persons with disabilities, lesbian, gay, bisexual, and transgender individuals. Procopio Rises Above and has made a strong commitment to diversity and inclusion; we condemn the discrimination of applicants by race, religion, color, national origin, age, sex, gender, sexual orientation, disability, or any other characteristic protected by law.