Client Relationship Examples Jobs Remote Jobs in Usa

Company Description

Founded in 1876 by A.M. Monteith and family-owned since its acquisition in 1951 by Frank J. Turner, Sr., Monteith Abstract & Title Company, Inc. has a long-standing tradition of excellence. Located in Central Texas, the company provides comprehensive abstracting, closing, and title insurance services to buyers, sellers, realtors, mortgage lenders, and builders. With over a century of industry experience, the company is dedicated to delivering high-quality services to its community and clients.

Role Description

The Business Development Representative helps boost the company's growth and sales. This position conducts market research, develops business strategies, builds client relationships, and identifies new business opportunities. Must be able to make calls to produce title and escrow business for our company. This position establishes relationships with individuals who can generate further business. This position also professionally promotes our services to existing and new agents.

Duties

• Becomes familiar with the company's vision and mission, seeking to accomplish set goals and objectives.
• Conducts market research and identifies potential clients and business opportunities.
• Cultivates strong relationships with new clients while maintaining existing client relationships.
• Maintains client information in the CRM database.
• Has a working knowledge of the title software for creating reports and researching client transactions.
• Works closely with staff across departments to implement growth strategies.
• Develops and implements sales strategies, client service and retention plans, and analyzes sales data to inform or update marketing strategies.
• Assists with drafting business plans, sales pitches, presentations, reference material, and other documents.
• Manages multiple projects concurrently and meets deadlines.
• Submits expense account according to schedule.
• Submits monthly commission reports to the manager according to a set schedule.
• Returns all texts/phone calls/emails in a timely manner as set by the manager.
• Maintain accurate CRM records and use the system to track leads and manage client interactions.
• Meets the minimum of in-person weekly contacts as set by the manager.
• Meets the minimum of weekly phone calls to prospects as set by the manager.
• Attends appropriate real estate boards, building and mortgage banker meetings, and other meetings within the industry to establish relationships and meet business development goals.
• Joins and actively participates in organizations that will produce leads for new business.
• Demonstrates strong interpersonal skills with the ability to engage effectively with various levels of management, staff, and clients.
• Adheres to company policies and guidelines.
• Undertake various job-related tasks as assigned, demonstrating flexibility and willingness to support the team’s objectives.

Qualifications

EXPERIENCE

• One (1) to two (2) years' relevant work experience in business development or similar field preferred.
• Must understand title insurance and real property concepts, as well as general knowledge of the Texas Department of Insurance regulations

EDUCATION

• Bachelor’s degree in business management, marketing, or related field preferred.
• High School diploma or GED is required.

LICENSES/CERTIFICATIONS:

• A valid state driver’s license and clean driving record are required.
• Reliable transportation is required to meet with potential clients and attend events.
• The ability to obtain a Texas Notary Public license is preferred.

COMPETENCIES

• Job Knowledge/Technical Knowledge: Demonstrates a sound working knowledge of current role and the technical systems, applications and equipment used in performing this role, and understands the impact this role has on other business functions within the organization.
• Communication: The ability to write and speak effectively using appropriate conventions based on the situation; actively listens to others, asks questions to verify understanding, and uses tact and consideration when delivering feedback to others.
• Organization: Uses time efficiently by prioritizing and planning work activities.
• Integrity and Respect: Demonstrates the utmost level of integrity in all instances and shows respect towards others and towards company principles.
• Judgment: Demonstrates ability to make independent and sound decisions in all situations.
• Teamwork: Shares key information with others involved in a project or effort, works in harmony to accomplish objectives, responds with enthusiasm to directives, and shows support for departmental and organizational decisions.
• Quality: Sets high standards and measures of excellence to ensure quality assurance in every aspect of work performed.
• Accountability: Takes personal responsibility and ownership for adhering to all company policies and procedures while also completing work promptly and in accordance with performance expectations.
• Customer Service: The ability to demonstrate a series of activities designed to enhance the level of customer satisfaction.
• Manages Change: Demonstrates effectiveness and flexibility with changing environments, responsibilities, tasks, and people.
• Attention to Detail: Follows detailed procedures to ensure accuracy in the entry and reporting of data.
• Problem Solving: Identifies and resolves issues promptly by gathering and analyzing information skillfully.

Physical Demand

• Substantial movements (motion) of the wrist, hands, and/or fingers in a repetitive manner.
• Exerting up to 40 pounds of force occasionally to lift, carry, pull, or otherwise move objects.
• Manual dexterity sufficient to reach/handle items and work with the fingers.
• Close vision (clear vision at 20 inches or less); distance vision. (clear vision at 20 feet or more); color vision (ability to identify and distinguish colors)
• Ability to use reliable transportation as part of this position.

Work Environment

• Well-lighted, heated, and/or air-conditioned indoor office setting with adequate ventilation.
• Moderate noise. (examples: business office with computers and printers, light traffic)
• Occasionally, the employee will be outdoors in hot or cold weather for events.

Work Hours/Schedule

• Monday through Friday 8:00 am to 5:00 pm
• Work outside of stated business hours may be required due to business demands.
• Mandatory attendance at events may be required in the evening or on weekends.
• Answering calls, texts, and emails from clients outside of normal business hours may be required.

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Work Location: In person

Kevin Barry Art Advisory has a unique opportunity for an experienced Outside Sales Representatives in Florida, Mid-Atlantic, Midwest, or California to join the KBAA sales team! Are you an established Outside Sales Representative with knowledge of the interior/exterior design and creative community? If yes, let's talk!

Outside Sales Representative is a position that leads the client relationship for our company. Within this role you will be the brand ambassador and spokesperson for KBAA with clients. A passion for art, building business, clients and sales are essential for success in this role.

An ideal candidate has existing relationships across various verticals in the interior design community, as well as a desire to work in a creative industry. Examples of spaces where the candidate should have experience include design for healthcare spaces, multifamily, hospitality, or corporate. Experience and a passion for art is desired, but not required.

This position reports to the VP of Sales.

PRIMARY RESPONSIBILITIES OF THIS ROLE INCLUDE BUT ARE NOT LIMITED TO:

• New potential client research and outreach
• Qualifying lead generation
• Networking, farming and navigating client relationships
• Initiating new projects with the team
• Managing client check-ins and meetings with the creative team
• Owning communication internally and externally with an eye to client relationships and generating more business
• Utilizing business capture tools, such as Salesforce, Harvest, and Asana
• Coordination with other sales team members as needed

REQUIREMENTS:

• 2+ years’ experience working in sales for A&D (Architecture & Design)
• 3+ years of experience working in a creative or art-forward industry
• At least 2 years of project management experience
• Experience in handling high-profile clientele and high-value jobs
• Collaborative, team-oriented approach with command of the creative process
• Expert communication skills, written and verbal
• Proficiency in Microsoft Office, Salesforce and Asana
• Extensive experience in a quick-moving and cross-functionally focused environment
• Strong organizational skills with a proven track record of meeting deadlines
• Able to travel 30-50% within assigned territory

COMPENSATION:

• 8% commission on invoice total
• Flexible, remote work environment
• Full time, contractor status.

At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions. Those in international tax at PwC will provide advice and guidance to clients on structuring their global tax positions. Your work will involve analysing international tax laws and regulations to develop strategies that optimise tax efficiency and minimise risks for multinational businesses.

Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC’s reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength.

Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:

• 
  
• Lead in line with our values and brand.
  
• Develop new ideas, solutions, and structures; drive thought leadership.
  
• Solve problems by exploring multiple angles and using creativity, encouraging others to do the same.
  
• Balance long-term, short-term, detail-oriented, and big picture thinking.
  
• Make strategic choices and drive change by addressing system-level enablers.
  
• Promote technological advances, creating an environment where people and technology thrive together.
  
• Identify gaps in the market and convert opportunities to success for the Firm.
  
• Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements.
  

As part of the International Tax Services Generalist - CS team you are expected to lead the way as technology-enabled tax advisors who provide benefits through digitization, automation, and increased efficiencies. As a Director you are expected to set the strategic direction and lead business development efforts, making impactful decisions and overseeing multiple projects, maintaining executive-level client relations. You are crucial in driving business growth, shaping client engagements, and mentoring the future leaders, while upholding PwC's reputation for quality, integrity, and inclusion.

• 
  
• Set strategic direction for technology-enabled tax advisory services
  
• Lead business development to drive growth
  
• Oversee multiple impactful projects
  
• Maintain executive-level client relationships
  
• Mentor and develop future leaders
  
• Shape the direction of client engagements
  
• Implement digitization and automation initiatives
  
• Adhere to tax regulations and standards
  

• 
  
• Bachelor's Degree in Accounting
  
• A Juris Doctorate (JD), Master of Laws (LLM), or Master's degree in Accounting or Taxation field of study can be considered in lieu of a Bachelor's Degree in Accounting
  
• 6 years of experience
  
• CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
  

• 
  
• Corporate and partnership taxation knowledge
  
• Assisting financial services companies with tax impact
  
• Tax structuring of funds and financial assets
  
• Enhancing tax efficiencies of cross-border flows
  
• Developing and sustaining meaningful client relationships
  
• Leading teams to generate vision and direction
  
• Utilizing automation and digitization in tax services
  
• Evaluating and negotiating contracts
  
• Leveraging pricing tools for strategies
  

The salary range for this position is: $150,000 - $438,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.

For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.

At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions. Those in tax compliance at PwC will focus on validating clients' compliance with tax laws and regulations. You will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non-compliance.

Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength.

Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:

• Lead in line with our values and brand.
• Develop new ideas, solutions, and structures; drive thought leadership.
• Solve problems by exploring multiple angles and using creativity, encouraging others to do the same.
• Balance long-term, short-term, detail-oriented, and big picture thinking.
• Make strategic choices and drive change by addressing system-level enablers.
• Promote technological advances, creating an environment where people and technology thrive together.
• Identify gaps in the market and convert opportunities to success for the Firm.
• Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements.

The Opportunity
As part of the Financial Services Tax team you are expected to lead the way as technology-enabled tax advisors who provide benefits through digitization, automation, and increase efficiencies. As a Director you are expected to set the strategic direction, lead business development efforts, and oversee multiple projects while maintaining impactful executive-level client relations. You are expected to provide exceptional technical knowledge and specialization, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients' needs.

Responsibilities
- Set the strategic direction for the Financial Services Tax team
- Lead business development initiatives to drive growth
- Oversee multiple projects maintaining quality delivery
- Maintain executive-level client relationships
- Provide technical knowledge and industry insights
- Foster a culture of digitization and automation
- Equip professionals to succeed in complex transactions
- Leverage One Firm knowledge to address client needs

What You Must Have
- Bachelor's Degree in Accounting
- 6 years of experience
- CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity

What Sets You Apart
- Considerable knowledge of tax issues in banking industry
- Considerable knowledge of public accounting practices
- Significant technical skills including FAS 109 and FIN 48
- Identifying and addressing client needs
- Developing and sustaining meaningful client relationships
- Preparing and presenting complex written and verbal documents
- Leading teams to generate a vision and establish direction
- Utilizing automation and digitization in professional services
- Evaluating and negotiating new and existing contracts

Travel Requirements
Up to 20%

Bingman Construction is growing and we’re looking for a driven, strategic Preconstruction Manager to help lead that growth.

Bingman Construction is seeking an experienced Preconstruction Manager to lead projects from early concept through turnover to operations. This role is critical in delivering accurate budgets, strong subcontractor partnerships, and successful project starts.

What You’ll Do:

• Lead preconstruction from concept through GMP
• Drive competitive, accurate, and strategic pricing
• Build and manage strong subcontractor coverage
• Lead value engineering and cost strategy conversations with clients
• Partner directly with ownership, architects, and senior leadership
• Play a key role in winning negotiated and repeat work

Key Skills & Competencies

• Strategic thinking and decision-making
• Detail-oriented budgeting and cost forecasting
• Strong organization and deadline management
• Client relationship management
• Leadership and team collaboration
• Problem-solving and constructability expertise
• Ability to manage multiple projects simultaneously

Required Qualifications

• Bachelor’s degree in Construction Management, Engineering, Architecture, or related field (or equivalent experience).
• 5–10+ years of experience in estimating/preconstruction, or project management (commercial construction preferred).
• Strong knowledge of construction methods, materials, and cost drivers.
• Experience managing budgets, subcontractor bidding, and scope review processes.
• Ability to read and interpret construction drawings and specifications.
• Strong communication, leadership, and negotiation skills.
• Proficiency in estimating and construction software (examples: Bluebeam, Procore, etc.).

Preferred Qualifications

• Experience with negotiated work, design-build, and CM-at-Risk delivery.
• Familiarity with conceptual estimating and early design budgeting.
• LEED/AP or other sustainability experience.
• Strong relationship network with subcontractors and suppliers.

What we Offer:

• Competitive salary
• 401(k) Retirement Plan
• Company paid Health, Dental, Vision Insurance
• Paid Time Off
• 11 Paid Holidays
• 1 Paid Volunteer Day

If you want to influence projects early, build lasting client relationships, and help shape the future of a growing company this is your opportunity.

Equal Employment Opportunity Statement

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Studio Details:

:

IA Interior Architects translates client goals, brands, and culture into powerful environments built around people, processes, technologies, and business drivers. Our clients in diverse markets worldwide require high-performance, visually compelling, and sustainable environments to move their enterprises forward, support their culture, engage their staff, integrate technology, and drive efficiencies. As architects, designers, workplace strategists, and environmental specialists in the largest global architecture firm concentrating exclusively on interiors, we help clients articulate and align their business strategies and core values with the dynamic use of space.

Our team members are collaborative, creative, professional, expert, and entrepreneurial. Joining our team requires skill, daring, leadership, teaming, humor, and a love of interiors. We are searching for a Designer or Senior Designer for our Washington, D.C. studio and a confidential client. The Designer is responsible for leading all design phases for interior projects, establishing the vision, leading the team, and having extensive client interaction.

Job Responsibilities

• Position will be part of a team working in support of a client with a large campus in the Tysons/McLean area
• Design management on new, refresh, remodels, renovations, right size, relocations, rollouts, and concept test projects within the Real Estate and Property Development Department.
• Ability to handle small to mid-sized quick turnaround projects per year, with a typical range of 100 - 5,000 SF each
• Will act as the liaison between the client and the architecture firm
• Coordinates project teams to ensure timely completion of documents
• Develops overall design for the project
• Develop detailed project drawings (schematic design, design development, permit, pricing and construction documents)
• Present and gains approval of concepts to the client kicks off new projects, manage the design process for internal activities and external vendors
• Establishes and ensures adherence to set budget
• Manages overall client relationship from initial assessment of client needs, through design concept presentations and final delivery of projects.
• Review of engineering drawings to ensure they comply with the design solution
• Works with technical staff to resolve inconsistencies in drawings
• Provide furniture layouts, selections, and specifications / Provide FFE quotation coordination with dealers
• Obtain client approval and ensure integration into the overall design
• Produces, reviews, and finalizes space plans for projects
• Extensive knowledge of detailing and finalizing details on projects
• Develops and delivers overall design and furniture packages
• Interior and exterior signage specification and branding
• Ensures adherence to set budget and immediately informs PM and/or client of any potential variances to the budget

Education, Work Experience, Background, and Schedule

• Graduate of architecture, design, or business school: equivalent experience may be substituted
• 6+ years’ experience producing design projects
• Hybrid schedule Works at Client Campus (T/W/Th) and Remote days (M/F)
• Must take and pass a background check and drug screening test.

Knowledge, Skills, and Abilities

• Preferred software – AutoCAD, Revit, Adobe Acrobat, MS Office Suite
• Extensive knowledge of design principles and aesthetics
• Extensive knowledge of space planning methodology
• Extensive knowledge of furnishings and finishes
• Proficient with the concepts of furniture layout
• Expert sketching and rendering skills
• Expert interior architecture detailing skills
• Extensive knowledge of CDs and procedures
• Extensive knowledge of building systems, codes and ADA requirements
• Extensive knowledge of contract administration
• Intermediate MS Office Suite skills
• Advanced Revit skills
• Advanced Adobe Creative Suite skills
• Affinity Program skills or equivalent
• Extensive verbal and written communication skills
• Extensive presentation and graphic communication

Please submit a portfolio or work examples with your application.

KINESSO is the technology-driven performance marketing agency providing actionable growth for both our agency partners and clients. We turn 'action' into 'outcome' for our clients, leveraging our unique capabilities in optimization, analytics, AI, and experimentation. KINESSO has brought together the collective power of what was formerly Matterkind, Reprise, P3, and Kinesso under one collective entity that will serve as the most powerful delivery engine in the industry. We have extensive offerings spanning across performance marketing and data and technology. Fueled by a deep understanding of consumer behavior, we offer an end-to-end engine of planning and optimization while also delivering on data-driven strategy for social platforms, actionable growth in e-commerce, and creating curated marketplaces specific to each client's function and needs. The company has more than 6,000 employees operating in more than 60 countries. Learn more at Summary

The Addressable Activation department serve as KINESSO's hands-on-keyboard platform experts, focusing on all aspects of successful campaign execution and stewardship. The Manager is accountable for the performance & pacing of their assigned brand(s) and customizes departmental standards & process to fit client needs. They act as a point of escalation and are the go-to experts both internally and externally for matters of complex setup, optimization, and platform nuances. Successful applicants must have a deep expertise across a variety of client KPIs and buying platforms. Examples include DV360, Adwords, The Trade Desk, Roku, Vistar, Facebook, Snapchat, etc. A history of team management/mentorship and a comfort with internal/external-facing communication are a must!

Customer/Client Management: Owns the execution and day-to-day management of a portion of a client assignment, based on specialized or technical knowledge

* Vendor Relationship Management: Leads the vendor strategy; has experience and industry knowledge to identify vendors for key needs. Approves vendor selections and scopes

* Discipline-Specific Tasks: Owns oversight of junior team members; defines optimization parameters at the campaign level, vets optimization suggestions from partners, attends internal status meetings to speak to optimizations, pacing, and performance

* Platform Reporting: Works with team on development of reporting dashboards; ensures clean, accurate, and actionable client reporting

* Solutions Innovation: Identifies and delivers new audience-based addressable solutions to drive business growth; masters growth initiatives across the company

* Provides day-to-day supervision to a team including reviewing work, coaching on performance, coordinating activities, checking on quality and work progress; generally managing within one account, or multiple small accounts

* Evaluates information and leverages experience to identify and solve on-going or complex problems

* Requires understanding of the industry, processes, procedures and systems within own and related areas

Proven track-record of successfully seeking out and curating new business relationships and/or solutions; developing solutions using new or existing processes

* Experience building team, providing mentorship and navigating how to manage up/down/ laterally (e.g., ability to navigate and be effective with multiple personalities)

* Intermediate knowledge of technology or measurement ad tech solutions, including platforms

* Intermediate knowledge and skills in data analysis

* Confident collaborating with others

* Experience with Project / Account Management

* Advanced communication skills; clear and succinct communication

Advanced ability to anticipate, recognize and clearly define problems using various techniques to systematically analyze, weigh alternatives and propose solutions

* Experience with managing existing business relationships, partnerships, and alliances internally and externally

* Ability to assess and rank issues and tasks in order of importance for taking action

* Has gained prior experience in actual situations to recognize recurring meaningful components

* Applies a solid foundation to varying situations

* Applies advanced knowledge and perceives deviations from the normal pattern

We offer a Total Rewards package that includes medical and dental coverage, 401(k) plans, flex spending, life insurance, disability, employee discount program, employee stock purchase program and paid family benefits to support you and your family. The salary range for this position is posted below. Where an employee or prospective employee is paid within this range will depend on, among other factors, actual ranges for current/former employees in the subject position, market considerations, budgetary considerations, tenure and standing with the Company (applicable to current employees), as well as the employee's/applicant's skill set, level of experience, and qualifications.

It is the policy of our company, division of the Interpublic group, to provide equal employment opportunities to all employees and applicants for employment without regard to race, color, ethnicity, gender, age, religion, creed, national origin, sexual orientation, gender identity, marital status, citizenship, genetic information, veteran status, disability, or any other basis prohibited by applicable federal, state, or local law.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

The employer will make reasonable accommodations in compliance with the American with Disabilities Act of 1990. The job description will be reviewed periodically as duties and responsibilities change with business necessity. Essential and other job functions are subject to modification. Reasonable accommodations may be provided to enable individuals with disabilities to perform the essential functions.

For applicants to jobs in the United States: In compliance with the current Americans with Disabilities Act and state and local laws, if you have a disability and would like to request an accommodation to apply for a position, please .

Risk & Regulatory Consulting

Administrative Assistant

Farmington, CT

Position Description

The Administrative Assistant provides critical administrative and operational support to a team of professionals spread across the country. This role enables team members to focus on delivering high-quality client work by ensuring seamless coordination, efficient processes, and consistent communication. The ideal candidate is highly organized, adaptable, and comfortable supporting a virtual team with diverse needs, fast-moving priorities, and client-driven timelines.

Responsibilities

• Provide elevated administrative support to RRC team members and engagement leaders across multiple regions to include: meeting coordination, document preparation, presentations, calendar management, travel management, review and process expense reports, order office supplies, register team members for annual professional seminars, etc.
• Coordinate complex calendars across time zones, schedule virtual and in-person meetings, and prepare materials for client-facing and internal engagements
• Serve as a dependable point of contact for inquiries, demonstrating professionalism, responsiveness, and sound judgment
• Support engagement operations by organizing documentation, tracking deliverables, monitoring deadlines, and assisting with cross-functional alignment
• Learn and adopt new technologies, systems, and processes to support operational efficiency and evolving consulting needs; e.g., assist with ad hoc reporting for management and aid in the preparation of materials for conferences and new hire orientation
• Assist with virtual onboarding, internal communications, and team initiatives that strengthen collaboration across a distributed workforce
• Assist with updates to the firm’s client and mailing lists by ensuring necessary changes are incorporated
• Maintain organized digital filing systems in accordance with firm standards, compliance requirements, and engagement protocols
• Prepare and/or proofread reports, presentations, proposals, and other client-ready documents with accuracy and attention to detail
• Identify opportunities to streamline administrative processes, enhance consultant productivity, and improve the overall engagement experience
• Process accounts payable through Central Accounts Payable
• Collaborate with other Firm Client Service functions, such as Human Resources, IT, and Marketing, for example
• Serve as a back-up to other administrative/office services functions, as needed
• Serve as a go-to for team member on technical, non-technical, and procedural questions
• Be knowledgeable on general office policies and procedures
• Perform other related administrative tasks (includes, but is not limited to, these types of examples: photocopying, mailing, sorting mail, scheduling conference rooms, shredding, etc.)
• Perform any other duties, as assigned

Qualifications

• Prior administrative experience in a professional services environment
• Associate degree or relevant
• 5+ years relevant administrative support experience
• Proficiency with Microsoft 365 (i.e., Word, Excel, PowerPoint, Outlook, etc.), collaboration platforms (e.g., SharePoint, OneDrive), and virtual communication tools
• Calendar management experience
• Effective organization and time management skills
• Strong written and verbal communication skills
• Strong organizational skills and attention to detail
• Ability to take direction, follow procedures, and ask appropriate questions
• Complete tasks independently as well as work collaboratively with teams
• High level of professionalism, discretion, and reliability
• Ability to manage multiple tasks and shift priorities as necessary to meet deadlines
• Flexible demeanor, proactive thinker, positive attitude, maintains confidentiality
• Ability to handle stress while operating with a sense of urgency and with good judgment
• Change management and problem-solving skills
• Ability to work effectively with individuals who have diverse communication styles, schedules, and client responsibilities

Competencies

• Client Service Orientation: Supports consulting teams in delivering a consistent, high-quality client experience
• Professionalism: Maintains a polished, dependable presence in all interactions; possesses strong written and verbal communication skills, with the ability to produce polished, client-ready materials with accuracy, as well as proper spelling, punctuation, and grammar
• Adaptability: Responds effectively to shifting priorities, time-sensitive requests, and virtual collaboration needs
• Interpersonal Effectiveness: Builds strong working relationships and communicates with clarity and tact across remote settings; highly motivated and results oriented, self-starter, strong initiative, eager to learn, and able to work independently while maintaining a team player focus
• Technical Agility: Learns new tools quickly and assists others in adopting them
• Business Acumen: Understands consulting workflows, engagement dynamics, and how administrative support contributes to client outcomes
• Resourcefulness: Anticipates needs, solves problems proactively, and maintains composure in a fast-paced, virtual environment

Risk & Regulatory Consulting, LLC (RRC), an affiliate of RSM, is a national, leading professional services firm dedicated to providing exceptional regulatory services to clients. RRC offers services in the following regulatory areas: financial examinations, market conduct examinations, insolvency and receiverships, actuarial services and valuations, investment analysis, reinsurance expertise, market analysis and compliance, and special projects. RRC is a results-oriented firm committed to success that builds long-term relationships with its clients. RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 8 or send us an email at

RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.

RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.

At RSM, an employee’s pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.