Client Performance Specialist

Rausch Sturm LLP; Town of Brookfield (WI); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Short-term disability

Long-term disability

401(K) Retirement Program with Company

PTO

Employee Referral Program

Volunteer Time Off

Bonus program

Job summary

Rausch Sturm LLP is seeking a Client Performance Specialist to be the daily point of contact for internal and external clients regarding inventory performance, operations, and reporting. You will liaise between clients and internal departments to ensure expectations are aligned and feasible.

The role requires strong analytical skills, the ability to review KPIs, prepare client reports, and communicate effectively across teams.

Qualifications

• Bachelor's degree or equivalent experience in client services.
• Strong written and verbal communication abilities.
• Experience analyzing data and preparing client reports.

Responsibilities

• Serve as liaison between client and firm for top-tier clients.
• Refreshes client-specific reporting each month and reviews KPIs.
• Prepares performance reviews/decks and leads performance calls with clients.
• Monitors client placements for timely and accurate loading.
• Monitors client inventory for timely suit, judgment, and execution progression.
• Provides notification of client changes to internal stakeholders and confirms implementation.
• Updates reference materials and communicates changes internally.
• Researches and resolves account-level issues escalated by clients and internal teams.
• Identifies trends and recommends improvements to stakeholders.
• Other duties as assigned.

Skills

Communication skills

Critical thinking

Data analysis

Microsoft Office

Team collaboration

Education

Bachelor's degree

Tools

Microsoft Office

Job description

The Client Performance Specialist serves as the daily point of contact for internal and external clients regarding all aspects of servicing client inventory, including performance, operations, and reporting. This individual will serve as a liaison between external clients and internal Rausch Sturm departments to clarify and communicate the expectations of both groups to ensure that they are aligned and that they are operationally feasible. The Analyst will also monitor the performance of client inventory and identify successes and areas of opportunity. Position will require an individual who has strong critical thinking skills and the ability to analyze data.

Essential Duties And Responsibilities

This list of duties and responsibilities is not all inclusive and may be expanded to include other duties and responsibilities as management may deem necessary.

• Serves as a primary liaison between client and firm for top tier clients.
• Refreshes client-specific reporting each month and reviewing KPIs by client to identify successes and areas of opportunity.
• Prepares performance reviews/decks for each major client and leads and participates in performance calls with certain clients.
• Monitors client placements for timely and accurate loading
• Monitors client inventory for timely suit, judgment, and execution progression
• Provides notification of client changes to appropriate internal stakeholders and confirms implementation of changes.
• Updates reference materials as changes occur and communicates those changes internally.
• Researches and resolves account-level issues escalated by both internal and external clients in a timely manner.
• Identifies trends and potential systemic issues through working of individual account-level issues and provides recommendations to stakeholders.
• Other responsibilities as assigned.

Required Skills/Abilities

• Superior written and verbal communication skills, including ability to present complex information clearly and concisely.
• Curious and creative mindset that seeks to develop innovative solutions and process improvements.
• Ability to manage shifting priorities in a fast-paced, detail-oriented, results-driven environment.
• Ability to interact well with others and show respect for alternative viewpoints.
• Proficiency in Microsoft Office suite

Education And Experience

• Bachelor's degree preferred or equivalent experience in client services.
• Previous experience working with clients preferred.

Physical Requirements

• Prolonged periods of sitting at a desk and working on a computer.
• Frequently required to talk or hear, and use hand to type, handle, or touch objects.
• Regularly required to stand and walk, and may be required to stoop, bend, or reach above the shoulders.
• Must be able to occasionally lift up to 25 pounds at times.
• Must be able to access and navigate each department at the organization's facilities.

Work Environment

This is a remote position.

Schedule

Monday through Friday, 8am - 5pm with flexibility to meet business needs.

Benefits

• Health insurance
• Dental insurance
• Vision insurance
• Life insurance
• Short-term disability
• Long-term disability
• 401(K) Retirement Program with Company Match
• Paid Time Off (PTO)
• Employee Referral Program
• Volunteer Time Off
• Bonus program