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Client Service Specialist

Company: RSM International
Location: Elkhart
Posted on: January 21, 2023

Job Description:

Client Service Specialist

Elkhart, IN
Administrative Professional

Job Description

Req ID: req31820

Client Service Specialist 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.

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 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.
  • Escalate issues that may require corrective action(s) to client service managers and 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.
      • Occasionally strives generates new ideas and improve efficiencies in engagement management
      • Acts a change agent 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 new hires
          • Participation in conferences or other training
          • Other duties as assigned

            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: 52700 Independence Court, PO Box 99, Elkhart, IN 46514-8155 USA
            Region: Great Lakes 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: req31820

Keywords: RSM International, Elkhart , Client Service Specialist, Other , Elkhart, Indiana

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