Client Service Specialist Sr.

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.

The firm offers competitive benefits package, base compensation, and an employee bonus program for eligible roles based on individual and firm performance per program guidelines. Base compensation range is inclusive of all employees in this role and is dependent on geography and experience and actual offer will vary based upon these criteria.

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 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 resources when needed.

• Share knowledge, train and mentor other team members.
• Effectively delegate to and leverage various 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 to 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.

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

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

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

At RSM, we offer a competitive benefits and compensation package for all our people.  We support and inspire you to prioritize your wellbeing by delivering personalized, holistic programming for your physical, emotional, financial and community wellbeing. RSM has a generous time off policy with at least 14 paid holidays, wellbeing days