Client Services Specialist
Company: Rausch Sturm LLP
Location: Brookfield
Posted on: September 17, 2023
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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.
Benefits:
Work Location:
Keywords: Rausch Sturm LLP, Wauwatosa , Client Services Specialist, Other , Brookfield, Wisconsin
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