Posted:
1/7/2025, 6:22:22 AM
Location(s):
Ontario, Canada ⋅ Toronto, Ontario, Canada
Experience Level(s):
Mid Level ⋅ Senior
Field(s):
Customer Success & Support
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. In addition, this position may serve as an expert in a particular industry or service line and may provide subject matter expertise for training in their area of expertise. Also, this role will be responsible for coordination of activities between client service and other ESS sub-functions including growth support and processing centers of excellence.
Essential Duties
1. Provide a high level of administrative support to client engagement teams including overall planning and engagement management for large to complex engagements.
• Develop key milestones, schedule / timeline and proactively execute on the plan with minimal oversight from the engagement team.
i. Identify and compile documents needed and follow-up on open items
ii. Maintain engagement task lists and ensure items are completed in a timely and efficient manner
• Develop and execute client communications and participate in key client meetings where appropriate.
• Develop and execute client touch points to ensure intermittent RSM and client deadlines are met and escalate any variances to the leaders in a timely manner.
• Recognize and determine appropriate corrective action(s) to ensure projects are delivered on time and within budget and scope.
• Manage time appropriately across multiple projects
2.Provides effective leadership and may serve as career advisor to various team members as assigned
• Communicate performance expectations, provide real-time project feedback, coaching, training, development, and career growth activities.
• Share knowledge, train and mentor other ESS team members.
• Assist in the development and delivery of Client Service onboarding processes and procedures.
• Effectively delegate to and leverage Client Service or other ESS team members to help meet business objectives.
• Serve as a people advisor to Client Service specialist/specialist senior
3. Proactively utilizes knowledge to implement standardized processes and improvements within the engagement management process to ensure effective and efficient services are provided and contributes to the overall success of the firm.
• Consistently strives to generate new ideas and improve efficiencies in engagement management
• Development of or improvement of processes or tools
4. Serve as technical resource for RSM teams with questions on established processes to deliver a consistent and positive client experience.
• Act as liaison between resource management and client engagement team
• Act as liaison between line of business processing centers of excellence and the client engagement team
• Act as liaison between finance (billing COE) and the client engagement team
• Coordinate regular engagement reporting activities
5. Utilize internal resources to facilitate management of and accountability for team initiatives and action items including:
• Provide input on development of client service specific orientation and onboarding training and materials
• Assist in development and 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
• May provide specialized support to one or more leaders with an industry or line of business
6. Other duties as assigned
EDUCATION
• Bachelor’s degree in business related area or equivalent experience
TECHNICAL/SOFT SKILLS
• Advanced Microsoft Office skills (preferred)
• Experience with project management tool(s) (preferred)
• Strong communication skills both written and verbal
• Applies technical/procedural requirements of the position based on knowledge and experience within specialization
• Effective organization and time management skills• Strong attention to detail
EXPERIENCE
• 5-7 years’ relevant experience in a related field or area
• 2+ years prior experience managing multiple projects of moderate to high risk
• Demonstrated experience managing multiple projects of moderate to high risk
• Ability to interact with multiple levels of leadership
LEADERSHIP SKILLS
• Ability to supervise, direct, and review the results of programs, projects, or assignments
• Ability to lead by understanding team dynamics
• Ability to support, affect, and implement change
• Ability to impact and influence a diverse population
• Facilitate discussions with engagement leaders and line of business leadership
• Ability to attract, lead, motivate, and retain team members
• Ability to manage at a macro level and identify when are fined approach is necessary
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 https://rsmcanada.com/careers/life-at-rsm/rewards-and-benefits.html.
RSM does not tolerate discrimination and/or harassment based on race; colour; 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; 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 Canadian uniformed service; Canadian Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable provincial employment legislation.
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 [email protected].
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 anywhere within the stated range.
Compensation Range: $77,500 - $112,500Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
Website: https://rsmus.com/
Headquarter Location: Chicago, Illinois, United States
Employee Count: 10001+
Year Founded: 1926
Industries: Accounting ⋅ Consulting ⋅ Financial Services