Engagement Support Services Specialist
Core
Provide operational support to internal Firm clients by processing requests, reviewing work, and partnering with engagement teams to clarify inquiries and resolve issues.
Role type
Entry-level operations support specialist
Builds
Internal client service workflows and engagement team support
Domain
Professional services (Audit, Tax, Consulting, Wealth Management)
Required skills
Customer service, Microsoft Office (Outlook, Excel, Word), proofreading, organization, prioritization, adaptability, teamwork
Preferred skills
Accounting knowledge, Adobe Acrobat, higher education in Accounting/Audit/Finance/Banking/Insurance
Technologies
Outlook, Excel, Word, Adobe Acrobat
Responsibilities
Routing and processing client requests, reviewing peer work, interacting with in-office and remote staff, partnering with engagement teams to clarify inquiries, resolving problems by researching and implementing solutions, assisting Operations Lead with reporting and data research
Seniority
Entry-level (0-1 years experience)