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