Client Service Operations: Account Services, Sr Associate INDUS

3 - 6 Years

1 Opening

Bengaluru, Kolkata

Client Service Operations: Account Services, Sr Associate

INDUS

Job Description

The Client Service Operations ("CSO") is an internal specialty function of Grant Thornton LLP. The CSO provides support capabilities to larger strategic accounts focusing on risk mitigation, third-party vendor management, and assisting engagement teams to achieve sustainable client growth. We act as a single point of contact between account teams and internal organizations, providing expedited resolutions to complex situations. We also offer a standard portfolio of services providing operational support for clients of high risk or revenue potential.

The Client Service Senior Associate will play a critical support role for ongoing analysis, coordination, and administration across CSO services and capabilities.

In this role, the Client Service Senior Associate will be expected to provide effective and timely support by assisting with and executing day-to-day CSO activities. This individual will be expected to coordinate critical activities for key processes across various key stakeholders both internally and externally.

The Client Service Senior Associate will report to the CSO Manager but will support other members of the CSO team as needed across all service areas. Scope of services and client assignments will be evaluated regularly and may be subject to change based on overall demand, capacity, and priority.

Summary of Responsibilities

• Maintain data repositories with accurate and complete documentation and attributes for ongoing reporting and compliance – contracts, reports, resource onboarding documentation

• Prioritize incoming stakeholder requests

• Assist with data collection and review for ad-hoc requests or ongoing process improvement initiatives

• Periodically update and maintain reporting for Account Services offerings

• Familiarize yourself with client Vendor Management Systems (VMS) and Firm procedures such as document retention policies

• Facilitate client onboarding and interaction with resources

• Serve as a liaison between internal Firm departments during times of cross-collaboration

• Documentation of procedures for integration of accounts

• Ensure adherence to contract requirements

Skills and Experience

• Adherence to strict confidentiality policies
• Must possess a professional demeanor and effective interpersonal skills
• Strong organizational skills with the ability to prioritize, coordinate, and complete multiple tasks
• Detail oriented and deadline-focused
• Team player with a strong work ethic
• Proactive approach to issues with a focus on strong client service and responsiveness
• Solid communication and writing skills, including the ability to write clearly and concisely
• Optimistic attitude with the ability to work with those across all levels of the organization
• Ability to manage competing priorities across various clients and in a rapidly changing, fast-paced, interactive, results-based environment

Qualifications

• 3 - 5 years of relevant professional client services experience
• Experience within the financial services or consulting industries is a plus
• Bachelor's degree in Accounting, Business, Management, or a related field
• Proficient in Microsoft Office and Productivity Applications (Excel, Word, Power Point, SharePoint and MSO365 applications)
• PowerBi and Smartsheet experience highly desirable

Core Competencies

• Contributing to Team Success

• Involves and informs others on team

• Models commitment and accountability

• Seeks collaboration to achieve common goals and desired results

• Building Trusted Relationships

• Creates clear communication channels

• Gathers appropriate information
• Follows up in a timely fashion and communicates timeframes

• Assists in driving execution

• Quality Orientation

• Follows procedures and seeks to understand the task at hand

• Ensures high-quality output

o Takes action timely

'Grant Thornton INDUS' comprises GT U.S. Shared Services Center India Pvt Ltd and Grant Thornton U.S. Knowledge and Capability Center India Pvt Ltd. Grant Thornton INDUS is the shared services center supporting the operations of Grant Thornton LLP, the U.S. member firm of Grant Thornton International Ltd. Established in 2012, Grant Thornton INDUS employs professionals across a wide range of disciplines including Tax, Audit, Advisory, and other operational functions. What sets us apart isn't just what we do – it's how we do it. We support and enable the firm's purpose of making business more personal and building trust into every result. We're collaborators – obsessed with quality and ready for anything – who understand the value of strong relationships. Our professionals are well integrated to seamlessly support the U.S. engagement teams, help increase Grant Thornton's access to a wide talent pool, and improve operational efficiencies. Empowered people, bold leadership, and distinctive client service are imbibed in the culture at Grant Thornton INDUS. We are a transparent, competitive, and excellence-driven firm that offers an opportunity to be part of something significant. In addition, professionals at Grant Thornton INDUS serve communities in India through inspirational and generous services to give back to the communities they work in. Grant Thornton INDUS has its offices in two locations in India – Bengaluru and Kolkata