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Client Service Specialist Sr.
RSM US LLP Oklahoma, OK
$57k-75k (estimate)
Full Time | Investment Management 1 Week Ago
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RSM US LLP is Hiring a Client Service Specialist Sr. Near Oklahoma, OK

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.

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 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.

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 and associate and above access to self-managed time off. 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 .

RSM is proud to be an Affirmative Action and Equal Employment Opportunity employer. We are proud to provide our employees with tools to assist them in being successful in achieving both personal and professional goals. We welcome and support all our employees to thrive in an environment free of discrimination and harassment. As an Affirmative Action and Equal Opportunity Employer all applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; 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 US uniformed service; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.

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 call us at 800-274-3978 or send us an email at .

RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). However, those candidates who may be recent U.S. college / university graduates possessing 1-2 years of progressive and relevant work experience, excluding internships, in the U.S. or his/her home country would be eligible for hire as an experienced candidate and thus eligible for sponsorship.

Compensation Range: $50,000 - $85,700 |
RSM is an equal opportunity/affirmative action employer. Minorities/Females/Disabled/Veterans.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Investment Management

SALARY

$57k-75k (estimate)

POST DATE

04/24/2024

EXPIRATION DATE

06/23/2024

WEBSITE

rsmus.com

HEADQUARTERS

GREENSBORO, NC

SIZE

15,000 - 50,000

FOUNDED

1926

CEO

GARY HAHN

REVENUE

$1B - $3B

INDUSTRY

Investment Management

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About RSM US LLP

RSM is the leading provider of audit, tax and consulting services to the middle market. With over 11,000 employees across the U.S. and Canada and a global presence in 120 countries, our purpose is to deliver the power of being understood to our clients, colleagues and communities. As first-choice advisors, we are focused on developing leading professionals and innovative services to meet our clients evolving needs in todays ever-changing business environment. Through a supportive, caring culture, our people are empowered to be their authentic selves and share their unique perspectives. Our cul...ture of diversity and inclusion enhances the insights we provide while transforming innovation, collaboration and business results through fostering an inclusive environment, working hard to engage a talented workforce and reflect our diverse community, and developing relationships that serve others in business and the broader community. Together, our peoples individual talents and diverse perspectives strengthen our teams and enhances the unique insights that we provide to our clients. . For more information, visit rsmus.com. On Twitter: https://twitter.com/RSMUSLLP On Facebook: https://www.facebook.com/rsmusllp/ Interested in a career with RSM? Visit www.rsmus.com/careers More
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