Client Services Associate
: Job Details :


Client Services Associate

Wiss, Janney, Elstner Associates

Location: Northbrook,IL, USA

Date: 2024-11-06T07:52:31Z

Job Description:

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! 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
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
Physical Requirements: The physical demands described here are representative of those that must be met by an employee to perform the essential functions of this job successfully. This position requires visual acuity and listening ability along with the ability to read and write. Individuals must have the dexterity to be able to operate office equipment such as computers, printers, fax, copier, telephone, voice mail system, and other office equipment. The position mainly involves working at a desk and requires the ability to remain for extended periods at a workstation. Annual starting base salary (gross): $42,500 - $65,000. Actual salaries will vary and will be based on several factors including consideration for a candidate's qualifications, skills, competencies, and proficiency for the role. Base salary is one component of our total compensation package for employees. WJE offers an industry-leading total rewards package that enables our employees to grow and thrive with comprehensive health and financial benefits including robust and affordable health plans, generous 401(k) matching and bonus programs, time off to care for yourself and others, and investments in employees' professional development, to name a few. More information on WJE's total rewards package can be found here. WJE is an Equal Opportunity Employer. We invite all qualified applicants to apply including individuals with disabilities, minorities, women, and protected veterans. (VEVRAA federal contractor)WJE will consider qualified applicants with criminal histories in a manner consistent with the requirements of Fair Chance Ordinances. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
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