Client Onboarding Specialist

Description

Overview of the Role

We are looking for an experienced Client Onboarding Specialist to join our fast-growing Tax team. This is not your average Client Onboarding role, as you will have full responsibility for the project lifecycle from Client Onboarding to Project Setup. The ideal candidate will have excellent organizational skills, be able to multi-task and build strong working relationships and be able to influence senior leadership. This is a fantastic opportunity for someone who can manage their own workload whilst being an integral team player and who enjoys working in a busy but rewarding and challenging role. 

Key Responsibilities:

• Sort and Maintain the Shared Inboxes, processing all requests in FIFO (first in, first out) order
• Proactively process and manage requests to completion in the Shared inboxes
• Inform engagement teams of Request status from Submission to Completion
• Maintain Tracker Hygiene, ensuring to add and update all requests in a timely fashion
• Answer inquiries from Client Engagement Teams regarding Requests and Processes
• Coordinate with our corporate partners in Conflicts, AR, and Quality Assurance to ensure timely completion of requests and receive status updates
• Escalate all unresolved requests in a Timely fashion
• Attend bi-weekly meetings of the Global Client Onboarding Team
• Managing expectations within the Engagement teams regarding request and processes.
• Approach all inquiries with a seek to understand mindset and seek to educate intent

REQUIREMENTS:

• Bachelor's Degree or Equivalent
• Excellent stakeholder management and ability to build relationships with individuals across all levels of seniority.
• Previous experience in the professional services industry.
• Strong analytical and problem-solving skills.
• Extremely detail oriented, acute attention to detail.
• Excellent verbal and written communication skills.
• Ability to work under pressure and meet deadlines.
• Motivated, organized, and able to prioritize workload, multitask and work independently.
• Driven to contribute to the success of the team.
• Flexibility to adapt to various situations.
• Advanced experience with Microsoft Applications, including, Excel, Word and PowerPoint

Diversity & Inclusion

A&M’s entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work—guided by A&M’s core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity—are the main reasons our people love working at A&M. Inclusive Diversity means we embrace diversity, and we foster inclusiveness, encouraging everyone to bring their whole self to work each day. It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors. It is the A&M way.

Equal Opportunity Employer

It is Alvarez & Marsal’s practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws. Employees and Applicants can find A&M policy statements and additional information by region here.

Unsolicited Resumes from Third-Party Recruiters

Please note that as per A&M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our Inclusive Diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.