Client Service Representative - Financial Institutions

Company: RSM International
Location: Miami
Posted on: May 28, 2023

Job Description:

Client Service Representative - Financial Institutions
Miami, FL
Business Consulting/Technology
Job Description
Req ID: req36164
Client Service Representative - Financial Institutions Summary:
RSM is seeking a Client Service Representative (CSR) to join our Risk Advisory practice.
We are seeking a self-motivated, professional and responsible individual to focus on compliance services for our Financial Institution clients. This is a critical role where you can truly make a difference in the success of the team.
As part of our team, you will assist us in delivering outstanding services to our client.
Responsibilities include:

• Meeting with clients and conducting compliance projects
• Working directly with client personnel to complete consulting services and discuss results
• Conducting testing related to client engagement parameters in a timely manner
• Preparing reports on services performed for clients; delivering reports where appropriate and discussing results with clients
• Completing client projects effectively and efficiently and maintaining a high level of proficiency
• Develop an understanding of client business objectives Basic Qualifications:
  • Exceptional organization skills and attention to detail
  • Advanced knowledge of Excel
  • Decision making, problem solving and analytical skills
  • High level of professionalism
  • Travel is limited, with there being no overnight travel Preferred Qualifications:
    • 1-2 years of work experience within a financial institution is a plus
    • Interest in pursuing a career within Risk Consulting
    • Ability to work 40 hours a week
    • Ability to manage multiple projects while meeting deadlines
      You want your next step to be the right one. You've worked hard to get where you are today. And now you're ready to use your unique skills, talents and personality to achieve great things. RSM is a place where you are valued as an individual, mentored as a future leader, and recognized for your accomplishments and potential. Working directly with clients, key decision makers and business owners across various industries and geographies, you'll move quickly along the learning curve and our clients will benefit from your fresh perspective.
      Experience RSM US. Experience the power of being understood.
      RSM is an equal opportunity/affirmative action employer. Minorities/Females/Disabled/Veterans.
      Location Street Address: 801 Brickell Avenue, Suite 1050, Miami, FL 33131 USA
      Region: Southeast Region
      Position Type: Temporary
      Job Type: Full Time
      Degree Required: None
      Travel Required: No
      Sponsor candidates who are not eligible to work in US: No
      Requisition ID: req36164

Keywords: RSM International, Miami , Client Service Representative - Financial Institutions, Accounting, Auditing , Miami, Florida