Temporary Client Service Representative (CSR)

RSM•Charlotte, FL

6d•Onsite

About The Position

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM. RSM is seeking a Temporary Client Service Representative (CSR) to join our practice. We are looking for a self‑motivated, professional, and responsible individual to support our clients through high‑quality service delivery. Responsibilities include assisting with day‑to‑day client support activities and helping ensure an outstanding client experience. Additional responsibilities may include meeting with clients, supporting project execution, working directly with client personnel to complete consulting services, and discussing results. The Temporary CSR may also assist with preparing or delivering reports on services performed. Success in this role requires completing client projects efficiently, maintaining a high level of proficiency, and developing a strong understanding of client business objectives.

Requirements

Exceptional organization skills and attention to detail
Advanced knowledge of Excel and commonly used accounting software
Strong decision-making, problem-solving, and analytical abilities
High level of professionalism and excellent interpersonal communication skills

Nice To Haves

1–2 years of relevant work experience
Ability to manage multiple projects while meeting deadlines
Demonstrated understanding of common accounting practices or related certifications (e.g., payroll, bookkeeping, financial statements, reporting, account reconciliations)