Engagement Support Services Specialist jobs in United States
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Plante Moran · 5 months ago

Engagement Support Services Specialist

Plante Moran is one of the nation’s largest audit, tax, consulting, and wealth management firms, committed to a diverse workplace. The Engagement Support Services Specialist will assist teams across various practices by providing support to internal clients, processing requests, and collaborating with engagement teams to ensure quality service delivery.

AccountingConsultingFinancial ServicesInsuranceTax ConsultingWealth Management
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Growth Opportunities
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Responsibilities

Providing support to internal Firm clients using a service mindset with a sense of urgency, while maintaining accuracy and having pride in your work
Routing and processing client requests; reviewing peer work and completion processes
Interacting with both in-office and remote staff, including domestic and international groups on various time zones
Effectively partnering with engagement teams to clarify inquiries, address needs, and set clear expectations related to task processing
Resolving problems by clarifying issues; researching and exploring answers and alternative solutions; implementing solutions; escalating unresolved or complex problems
Assisting Operations Lead with specialized projects, including reporting and data research, deliverable formatting and editing, process design, and additional tasks as assigned
Maintaining an environment of continuous learning for yourself and others by completing all training related to client requests, supporting peers in their learning, and enhancing task training resources whenever possible while ensuring alignment with subject matter experts

Qualification

Customer service experienceAccounting knowledgeOutlook proficiencyExcel proficiencyWord proficiencyAdobe Acrobat experienceOrganization skillsAttention to detailAdaptabilityTeamwork

Required

0-1 years customer service experience or equivalent coursework
HS Diploma required. Higher level of education/college coursework preferred
Experience with Outlook, Excel, and Word required
Strong organization and prioritization skills
Ability to use a variety of resources to learn new tasks
Ability to proofread with strong attention to detail to ensure accuracy
Ability to easily adapt to changes and challenges
Ability to work in a fast-paced environment
Capacity to work within a team environment and assist peers as needed
Some overtime and weekend work required

Preferred

Students and graduates, preferable areas of studies: Accounting, Audit, Finance, Banking, Insurance, or another economic-related discipline
Knowledge of accounting (basic) preferred
Experience with Adobe Acrobat preferred

Benefits

Health, dental, vision, disability and life insurance
Flexible Time Off
401(k) plan
Flexible benefits plans
Business-related travel expense, lodging and meal reimbursement for business-related use
A Pension plan is also available for eligible administrative and paraprofessional staff
A discretionary bonus plan is available for eligible staff
Health insurance under our contingent staff medical plan
Limited paid time sick time

Company

Plante Moran

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Plante Moran is an accounting and business advisory firm that offers audit, accounting, tax, and business advisory consulting services.

Funding

Current Stage
Late Stage

Leadership Team

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Gordon Krater
Retired Partner
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Steve Schenbeck
Partner
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Company data provided by crunchbase