Client Service Specialist Senior

RSM Global
US - Iowa - Cedar Rapids
January 16, 2025

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 teamWork 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.

EDUCATION

Associates degree or equivalent experience in related field

TECHNICAL/SOFT SKILLS (Required)

Advanced Microsoft Office skills (preferred)
Experience with project management tool(s) (preferred)
Strong communicate on 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

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

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

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; US Military/Veteran status; 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-#-# or send us an email at . @rsmus. com.

RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i. e. F-1 visa holders). If you are a recent U. S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.

RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here.

At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhe.

Read the full job description and apply online on the recuiter's web-site

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