This job has expired, please see additional jobs below
Client Maintenance Specialist
RSM
Madison, WI, United States
Job Details - this job has expired, please see similar jobs below
We are currently hiring a Client Maintenance Specialist. This position will ensure the accuracy and completeness of client information in our practice management system by reviewing information entered through our maintenance intake system. The position is also responsible for updates and changes to the system including but not limited to engagement maintenance, transfers, client team assignments, and all other client information.
The chosen candidate will have the option of being based in an RSM Office and/or work remotely.
Essential Duties:
• Provides timely and accurate review and approval of new or revised client information. Reviews all requests to assure that all pertinent data is complete and accurate
• Reviews and updates historical information for accuracy on an ongoing basis
• Provides ongoing set up of upcoming client engagements in support of our time and billing system
• Serves as a resource for training and clarification on questions regarding our client system
• Assists in preparation of client related reporting
• Performs other duties as assigned
Qualifications:
• 1-3 years of relevant experience, preferably within a professional services industry
• Associates level degree or relevant business experience
• Strong Microsoft Office experience required
• Previous experience in preparing presentations including charts, graphics, tables, speaker notes, and handouts
• The ability to communicate both verbally and written with diverse audiences
• Excellent detail, organizational and prioritizing skills
• The ability to handle multiple tasks/projects simultaneously in an often deadline oriented environment
You want your next step to be the right one. You've worked hard to get where you are today. And now you're ready to use your unique skills, talents and personality to achieve great things. RSM is a place where you are valued as an individual, mentored as a future leader, and recognized for your accomplishments and potential. Working directly with clients, key decision makers and business owners across various industries and geographies, you'll move quickly along the learning curve and our clients will benefit from your fresh perspective.
Experience RSM US. Experience the power of being understood.
RSM is an equal opportunity/affirmative action employer. Minorities/Females/Disabled/Veterans.