Client Service Specialist Sr

Client Service Specialist Sr

Charlotte, NC

Administrative Professional

Job Description

Req ID: req32490

Client Service Specialist Sr Summary:

This position is responsible for both client service and administrative functions necessary to support the client relationship and management of the client engagement to align with RSM's client experience strategy. This individual must maintain up-to-date and complete knowledge of all aspects of the firm's engagement management capabilities and software applications for line of business as appropriate and apply objectivity and integrity in the normal course of work.

Essential Duties

• Provide a high level of administrative support to client engagement teams including providing input on planning and engagement management for medium to large-sized engagements with under the direction of client service managers.
• Collaborate with the engagement team on engagement approach to develop key milestones, schedule/timeline and proactively execute on the plan
• Identify and compile documents needed and follow-up on open items
• Maintain engagement task lists and ensure items are completed in a timely and efficient manner
• Execute client communications created by engagement leader and participate in key client meetings where appropriate.
• Execute on planned client touch points to ensure intermittent RSM and client deadlines are met and escalate any variances to the leaders in a timely manner.
• Identify issues and begin to identify corrective action(s) and bring to leaders to ensure projects are delivered on time and within budget and scope.
• Manage time appropriately across multiple projects

• Actively leverage other Client Service or other Enterprise Support Services (ESS) resources when needed. • Share knowledge, train and mentor other ESS team members.

• Effectively delegate to and leverage ESS team members to help meet business objectives
• Execute standardized processes and improvements within the engagement management process to ensure consistent and efficient services are provided.
• Frequently strives generates new ideas and improve efficiencies in engagement management
• Acts a change champion in implementation of new processes and tools

• Serve as point of contact for RSM teams to deliver a consistent and positive client experience

• Act as liaison between resource management and the engagement team
• Act as liaison between line of business processing centers of excellence and the engagement team
• Act as liaison between finance (billing COE) and the engagement team
• Work with client service manager on regular engagement reporting activities

• Participate in execution of team initiatives and action items including:

• Onboarding training for ESS client service specific orientation
• Assist in delivery of onboarding training of client engagement systems, processes, and procedures for applicable line of business ECS and ESS Client Service new hires
• Participation in conferences or other training
• Begin to develop specialized support to an industry or line of business

• Other duties as assigned

EDUCATION

• Associates degree or equivalent experience in related field

TECHNICAL/SOFT SKILLS (Required)

• Advanced Microsoft Office skills (preferred)
• Experience with project management tool(s) (preferred)
• Strong communication skills both written and verbal
• Strong understanding of technical/procedural requirements for line of business engagement process based on knowledge and experience
• Effective organization and time management skills
• Strong attention to detail

EXPERIENCE

• 3-5 years' relevant experience in a related field or area
• 1+ years prior experience managing multiple projects
• Demonstrated experience managing multiple projects of low to moderate risk
• Ability to interact with multiple levels of leadership

LEADERSHIP SKILLS (Required)

• Ability to supervise, direct, and review the results of programs, projects, or assignments
• Ability to support and implement change
• Facilitate discussions with engagement managers and line of business management
• Ability to manage at a macro level and identify when a refined approach is necessary

You want your next step to be the right one. You've worked hard to get where you are today. And now you're ready to use your unique skills, talents and personality to achieve great things. RSM is a place where you are valued as an individual, mentored as a future leader, and recognized for your accomplishments and potential. Working directly with clients, key decision makers and business owners across various industries and geographies, you'll move quickly along the learning curve and our clients will benefit from your fresh perspective.

Experience RSM US. Experience the power of being understood.

RSM is an equal opportunity/affirmative action employer. Minorities/Females/Disabled/Veterans.

Location Street Address: 300 South Tryon Street, 15th floor, Charlotte, NC 28202 USA

Region: Southeast Region

Position Type: Experienced

Job Type: Full Time

Degree Required: None

Travel Required: No

Sponsor candidates who are not eligible to work in US: No

Requisition ID: req32490