Client Processing Specialist

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.

JOB SUMMARY

The client processing specialist is responsible for ensuring all firm systems are setup with client information and project details accordingly and for communicating with the project team, finance and other internal teams or project teams as needed.

The client processing specialist is also responsible for mitigating risk to clients and the firm and, therefore, begins to develop a basic knowledge of all aspects of the firm's report processing capabilities and software applications, and applies objectivity with integrity in the normal course of work. The client processing specialist must be knowledgeable on the policies, procedures, and technology tools for supported industries within each of the lines of business.

With guidance, the client processing specialist demonstrates the ability to manage the needs of their teams and stakeholders with proficient time management, problem-solving and customer service skills.

ESSENTIAL DUTIES

Complete data entry of key information into applicable systems of record and reviews for completeness and accuracy to ensure successful client integration, including time entry, engagement management, billing, etc.

• Maintain client data, including new client setup, updating existing client information, and new and ongoing projects.
• Communicate with engagement teams, finance and any other internal teams as needed.
• Begin to develop working relationships with engagement teams to understand their needs, expectations, and challenges in a fast-paced environment.

Maintain current knowledge and use of firm systems and software, policies, procedures, templates, and deliverables for all LOBs.

• Learn firm potential risks and compliance requirements.
• Learn about clients in regulated industries.
• Learn firm standards to maintain data consistency and integrity.
• Begin to develop a basic understanding of the assigned technical area.

• Bachelors Degree
• Associate degree or 2+ years of experience preferred

• Demonstrates a basic knowledge of tools, resources and technology required with assigned responsibilities
• Proficient customer relationship management software skills
• Intermediate Microsoft Office skills and other applicable software
• Ability to communicate effectively with a diverse audience
• Excellent people skills
• Strong grammar and proofreading skills and experience
• Ability to prepare presentations including charts, graphics and tables, speaker notes and handouts, etc.
• Ability to balance multiple tasks and projects
• Ability to learn new platforms and adapt to change
• Effective organization, prioritization and time management skills and strong attention to detail
• Strong technical aptitude, able to quickly master a variety of software and company tools
• Begins to identify, assess and mitigate risks associated with client processing

• Ability to maintain strict client confidentiality

Client processing support is high volume, deadline-driven and may require extended hours with limited flexibility around critical deadlines. Flexibility for a hybrid in-office/work-from-home schedule is possible outside of peak deadline time frames

• 0 to 3 years of experience in a related field or area

• Has the ability to respond positively to changing circumstances, seeks and implements change to drive business improvement and serves as a model of the change
• Works collaboratively with the client processing supervisor/manager to provide support across the enterprise particularly during peak times

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  

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; HIV Status; 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 Indian Armed Forces; Indian Armed Forces Veterans, and Indian Armed Forces Personnel 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 send us an email