Client Service Representative - USA-CA-Virtual

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.

RSM is seeking a Client Service Representative (CSR) to join our practice. We are seeking a self-motivated, professional and responsible individual to focus on support services for our clients. Duties include assisting with delivering outstanding services to our clients.   Additional responsibilities could include meeting with clients and conducting projects, working directly with client personnel to complete consulting services and discuss results. A CSR is expected to assist with or prepare reports on services performed for clients, delivering reports where appropriate and discussing results with clients. A successful CSR completes client projects effectively and efficiently and maintaining a high level of proficiency and develops an understanding of client business objectives.

Basic Qualifications:

• Exceptional organization skills and attention to detail
• Advanced knowledge of Excel and commonly used accounting software
• Decision making, problem solving and analytical skills
• High level of professionalism, excellent interpersonal communication skills
• Limited travel 

Preferred Qualifications: 

• 1-2 years of work experience
• Ability to manage multiple projects while meeting deadlines
• Demonstrated understanding or certification in common accounting business practices including payroll, bookkeeping, financial statements, reporting and account reconciliations

At RSM, we offer a competitive benefits and compensation package for all our people.  We support and inspire you …