Client Support Specialist-007ZB

Description The Client Support Specialist performs various administrative and engagement-detailed work of a responsible nature to support client-serving partner(s) and other key management personnel. This individual handles differing situations, problems and deviations in the work of the department or work unit according to general instructions, priorities, policies and program goals. This individual also serves as a facilitator who may coordinate deadlines and either handles them directly or, through others, handles project coordination and completion.

Responsibilities
Calendar/Travel/Meeting Coordination
Establish a systematic method for self and others to track time commitments and the completion of tasks; coordinate and plan domestic and international travel arrangements; coordinate and make arrangements for conferences, meetings and events.

Demonstrate proficiency in use of automated calendar management tools (e.g., Lotus Notes calendar, Palm Pilot).

Effectively utilize firm/area travel and meeting policies and procedures to complete all aspects of travel and meeting arrangements and ensure accuracy.

Assist with the coordination of large client engagement meetings.

May manage aspects of client engagements with guidance by scheduling appointments, confirming changes or delays, and making necessary changes.

Document Preparation Management
Format and edit letters, reports, and all other correspondence from draft stage to client-ready work; adhere to record retention policies and procedures; and follow an organized filing/document management process for electronic and paper documents.

Develop and edit complex client engagement documents from limited information with guidance.

Advise/train others on document retention policies and procedures.

Maintain client engagement document control and implement filing system policies and procedures.

Engagement/Practice Support
Add value through understanding the work processes and resources, structure and business of the firm/practice/functional group/industry, including when and how to access them.

Identify and circulate business intelligence regarding external client/prospects with guidance.

Identify and leverage relationships with key internal and external clients and be recognized as a business partner/resource.

Handle engagement administrative tasks and related communications.

Demonstrate in-depth knowledge of the firms internal financial coding structure, including analysis and reconciliation of financial data.

Technology/Knowledge and Information Management
Work with firm-standard versions of MS Word, Excel, TRAX (time and expense), PowerPoint, Lotus Notes and other relevant software, be able to navigate internet and Intranet environments, and use technical equipment appropriately. Know where to find firm knowledge and other relevant business information.

Act as a subject matter resource on aspects of firm-standard technology.

Use advanced functions of MS Office and other relevant software.

Efficiently perform and filter practice/industry research with minimal guidance.

Create and/or maintain engagement databases.

Demonstrate proficiency in specialty software or engagement/practice-specific applications.

Qualifications

To qualify, candidates must have:

* a bachelor's degree in a related discipline, or equivalent work experience
* 5-7 years of related experience
* proficiency in MS Office