Client Support Specialist (FSO/CDO)
Ernst & Young, a global leader in professional services, is committed to restoring the public’s trust in professional services firms and in the quality of financial reporting. Our 107,000 people in 140 countries pursue the highest levels of integrity, quality, and professionalism in providing a range of sophisticated services centered on auditing, accounting, tax, and transactions. We strive to help all of our people achieve both their professional and personal goals through an inclusive environment that values everyone's contributions, appreciates diversity of thought, fosters growth, and provides continuous opportunities for development. Recognized by organizations such as Fortune, Working Mother, and Training magazine, Ernst & Young continually strives to be a great place to work.
Job Description:
The Client Support Specialist (FSO/CDO) performs various administrative and engagement-detailed work of a responsible nature to support client-serving partner(s) and other key engagement team personnel. This professional 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. Tasks performed, documents/schedules produced or data entered should be reviewed for accuracy by engagement personnel and should not rely on any formal accounting or tax expertise or "professional judgment" by the Client Support Specialist staff member. Responsibilities Demonstrate knowledge of engagement and practice group deadlines and utilize calendar/engagement management tools. Assist with various non-technical aspects of client engagements by scheduling activities, confirming changes or delays, and making necessary changes. Meet set deadlines and deliverables and communicate filing deadlines in a timely manner. Import/export information from manual reports or specialty practice automated systems to create spreadsheets, reports. Develop, edit, manipulate, and proofread various engagement documents in compliance with firm standards, with limited guidance. Maintain client engagement document control and implement filing system policies and procedures. Maintain and organize documents on databases and file servers in compliance with document retention guidelines. Utilize an organized or standardized naming convention and file storage system. Participate in practice/engagement-specific non-technical processes utilizing appropriate tools. Identify and assist in the implementation of process improvements of practice/engagement processes and procedures. Perform data entry and data manipulation, utilizing practice/engagement-specific tools and databases. Perform quality check of client deliverables, ensuring inclusion of all appropriate attachments. Be proficient in the use of engagement or practice-specific applications and tools, including updating, populating, and maintaining data. Use advanced functions of firm-standard technology and engagement/practice-specific tools and software. May assist others in the use of technology tools. Maintain databases and document repositories with knowledge objects, client deliverables, etc. Apply fundamental knowledge of internet/intranet search capabilities and core functions of Lotus Notes. Perform and filter basic research with guidance. Apply technology-related regulations and restrictions to day-to-day work processes. Develop and/or apply macros/templates with function-specific and firm-standard software.Ernst & Young LLP, an equal opportunity employer, values the diversity of our work force and the knowledge of our people.
REQUIREMENTS
Qualifications: The incumbent of this position must have: Education: a bachelor's degree in a related discipline, or equivalent work experience Experience: 5-7 years of related experience Skills: effective interpersonal and communication skills and the ability to interface with personnel at all levels, both orally and in writing the ability to improve standardized best practices and service deliveries to accomplish firm, group, customer, and/or individual goals the ability to meet new challenges with an open mind and an optimistic response and take initiative by anticipating customer needs and completing assignments without request or discretion; an understanding of and the ability to demonstrate firm values a full working knowledge of the firm’s structure, key personnel, and organizational policies and procedures, in addition to a functional knowledge of a professional services environment the ability to successfully manage and coordinate simultaneous projects with multiple-level tasks and functions independently, while exercising good judgment proficiency in the use of standardized software and hardware applications, including MS Word, Excel, and Lotus Notes This individual must also be available for overtime, as needed, and must have an excellent attendance and punctuality record.
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