Client Services Associate

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

WJE offers a robust, total compensation structure, where the hourly rate is just one component of an employee's annual earnings. Additionally, employees may be eligible to receive overtime and variable compensation based on personal and company performance, often resulting in above-market annual earnings. Actual hourly rate will be based on several factors including consideration for a candidate's qualifications, skills, competencies, and proficiency for the role while remaining mindful of our commitment to internal equity. A good faith estimate of the starting hourly rate (gross) for this position is in the following range:

This non-exempt position is also eligible for WJE's industry-leading, total rewards package which enables our employees to grow and thrive with comprehensive health and financial benefits including:

• 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

Learn more about WJE's total rewards package here.

WJE is an Equal Opportunity Employer. We invite all qualified applicants to apply including individuals with disabilities 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.