Client Services Associate

Wiss, Janney, Elstner AssociatesNorthbrook, IL
105d$23 - $34

About The Position

Wiss, Janney, Elstner Associates, Inc. (WJE) relies on the talent and dedication of essential corporate support functions to deliver exceptional service to our external clients and support for our project managers amidst the demands of a fast-paced work environment. We have an opportunity for a highly motivated, customer service-oriented, and well-organized professional to grow their career as a Client Services Associate with our Client Services and Accounts Receivable team, located at our company headquarters in Northbrook, Illinois. WJE employs extraordinary people—people with exceptional talent and outstanding character with a willingness to excel as members of the WJE team. WJE encourages people to be innovative, supports professional development, and provides a competitive compensation and benefits package. If you possess the building blocks for success and are eager to learn - you can grow your career with WJE!

Requirements

  • Bachelor's degree with at least 1 year of experience, associate degree with at least 2 years of experience, or 4 years or relevant experience in a similar role
  • Strong service orientation and ability to deal professionally and courteously with internal and external clients
  • Strong written and verbal communication skills
  • Excellent organizational and follow-up skills, with ability to multi-task and prioritize
  • Detail-oriented nature with a high capacity for learning and retaining
  • Team player who works proactively, takes initiative in solving problems, makes self available, and takes actions beyond normal responsibilities
  • Ability to coordinate with other departments on client-related matters
  • Understanding of general accounting principles and ability to apply them to daily workload
  • Proficiency in Microsoft Office

Responsibilities

  • Initiate contact with clients to confirm status of outstanding invoices and obtain payment ETA's
  • Ensure timely follow-ups on outstanding invoices until payment is collected
  • Confirm necessary requests are completed and addressed
  • Document & maintain proper communication history on invoice payment status and collection efforts by all involved until resolution
  • Identify, collaborate, and communicate potential client services concerns and facilitate proactive intervention steps
  • Perform general administrative functions including research, data entry, e-filing, and scanning, as required

Benefits

  • Robust and affordable health plans for employees and their families, including HSA as well as low and high-deductible PPO options
  • Generous 401(k) matching of 110% for the first 6% of eligible pay vesting immediately
  • Time off to care for yourself and others
  • Investments in employees' educational assistance and professional development

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Industry

Professional, Scientific, and Technical Services

Education Level

Bachelor's degree

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