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Client Services Specialist

Company: Rausch Sturm LLP
Location: Brookfield
Posted on: September 17, 2023

Job Description:

Come join our team!

The Client Services Specialist is responsible for performing a variety of administrative duties in support of client processes and in support of the Client Advisory team, while also serving as a daily contact for clients on account-level issues.

Essential Duties and Responsibilities:

* Serves as a liaison between client and firm.

* Reviews client accounts to determine current status.

* Researches and resolves account-level issues escalated by both internal and external clients in a timely manner.

* Identifies trends and potential systemic issues through working of individual account-level issues and escalates appropriately.

* Updates accounts in the Collection software system (CLS).

* Processes client requests and closures.

* Assists with client reconciliations and remediation, audit preparation, and follow up.

Required Skills/Abilities:

* Previous experience working with clients/customers preferred.

* Excellent written and verbal communication skills.

* Ability to manage shifting priorities in a fast-paced, detail-oriented, results-driven environment.

* Familiarity with Microsoft Office suite, with the ability to develop proficiency.

Education and Experience:

* High school diploma (or equivalent) is required; Bachelor's degree preferred.


  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Employee assistance program
  • Health insurance
  • Life insurance
  • Paid time off
  • Vision insurance

    Work Location:

    • Hybrid remote in Brookfield, WI 53005

Keywords: Rausch Sturm LLP, Wauwatosa , Client Services Specialist, Other , Brookfield, Wisconsin

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