Client Processing Specialist

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.

EDUCATION

TECHNICAL / SOFT SKILLS

SPECIAL REQUIREMENTS SPECIFC TO JOB

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

EXPERIENCE

LEADERSHIP SKILLS