Client Service Specialist

2 weeks ago


Edmonton, Canada RSM US LLP Full time

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.

**Responsibilities**:
- 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- Other duties as assigned

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. Learn more about our total rewards at



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