Financial Specialist

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.

Job Summary

The Client Maintenance Specialist will ensure the accuracy and completeness of client information in the Master Data Management System (MDM). The position is also responsible for all updates and changes to the system including but not limited to project/phase maintenance, customer/project/phase level roles updates, client relationship transfers, master client updates, and finance billers.

Essential Duties

• Transactional processing duties may include but are not limited to:
• Provides timely and accurate review and approval of new or revised client information.
• May provide minimal support in the entry of client information (majority is done through MDM).
• Reviews all MDM requests to assure complete, required and pertinent data has been entered. Makes requests to acquire missing data and to correct inaccurate data.
• Supports the bulk updating of various client roles, Enables and disables folders placed on stop work status
• Provides weekly, monthly and/or ad-hoc client maintenance reports.
• Serves as a resource for training and clarification on questions about the Master Data Management (MDM) System.

Qualifications-

• Associate's degree or equivalent experience - Required Bachelor's degree – Preferred

TECHNICAL SKILLS

• Strong Microsoft Office skills - Required
• Ability to prepare presentations including charts, graphics and tables, speaker notes & handouts, etc. - Required
• Ability to communicate both verbally and written with diverse audiences - Required

EXPERIENCE

• 1-3 years relevant experience - Preferred

At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/india.html.

RSM does not tolerate discrimination and/or harassment based on race; colour; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender (including gender identity and/or gender expression); sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the Indian Armed Forces; Indian Armed Forces Veterans, and Indian Armed Forces Personnel status; pre-disposing genetic characteristics or any other characteristic protected under applicable provincial employment legislation.

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please send us an email at [email protected].