Client Services Representative

• Provide a high level of administrative support to client engagement teams
• 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
• Identify issues and begin to identify corrective action(s) and bring to leaders
• Execute standardized processes and improvements within the engagement management process
• Serve as point of contact for RSM teams to deliver consistent and positive client experiences

Senior Client Service Specialist

Account Manager, Client Services