Senior Client Engagement Specialist, Ultra High Net Worth (IronSpire)

Your Journey at Crowe Starts Here:

At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you're trusted to deliver results and make an impact. We embrace you for who you are, care for your well-being, and nurture your career. Everyone has equitable access to opportunities for career growth and leadership. Over our 80-year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That's why we continuously invest in innovative ideas, such as AI-enabled insights and technology-powered solutions, to enhance our services. Join us at Crowe and embark on a career where you can help shape the future of our industry.

Job Description:

This role provides essential support to the IronSpire team by managing both internal operations and external client needs. Responsibilities include:

• Support the IronSpire team in internal client engagement matters as well as external client needs. This includes client set up, engagement letters, D365, various reporting needs, proposals, as well as client meeting and communications.
• Engage with client administrative teams and other client support teams on behalf of the Crowe Tax team and Clients.
• Attend proposal meetings with prospects and help draft proposals, while also maintaining internal log of sales activity and tracking progress.
• Support engagement billing process by preparing monthly pre-bills, data analysis, receipt reconciliation, spreadsheets and invoices accurately and in a timely manner.
• Support the scheduling needs of the client engagement team and their clients, including setting quarterly client meetings and attending to create future action items with the IronSpire Team, and other ad hoc client requests.
• Assist with contract entry support and document management and maintenance using Crowe systems and other applications including SharePoint.

Qualifications:

• Five years or greater administrative support and project work experience working in professional services and/or consulting firm environment is required.
• College coursework in office or business administration or equivalent experience preferred.
• Administrative background and technical competence with experience writing communications, reviewing documents for quality assurance and managing projects from start to finish.
• Ability to learn various other programs and applications as necessary and/or required.
• Knowledge of financial and accounting terminology is strongly preferred.
• User expertise with office technology equipment such as videoconferencing and multi-function devices.
• High energy level with excellent interpersonal skills, positive attitude, professional presence and exceptional customer service.
• Highly effective and polished oral and written communication skills and competency in grammar and attention to detail.
• Strong project coordination, organizational and time management skills.
• Process oriented, accurate and quality focused with the ability to handle and prioritize multiple projects and tasks to proactively respond and keep business leadership apprised of critical issues.
• Excellent analytical skills to identify and report trends and make recommendations in collaboration with others.
• Ability to handle key assignments of confidential nature, exercise a high degree of discretion and maintain highly confidential information.
• Ability to build strong working relationships at all levels, internal and/or external to the organization and respond to client service issues in a courteous and professional manner.
• Works well independently and in a team with professional presence and exceptional customer service.
• Ability to understand and strictly adhere to the brand and quality standards and procedures established by Crowe LLP.
• Demonstrate openness to new challenges and opportunities and continuous learning.
• Results and profit-oriented with the ability to balance other business consideration; capacity for rendering objective business decisions.
• Ability to function in high stress situations attributed to tight deadlines and multiple client needs or team needs.
• Desire to leverage technology to solve business problems.
• Ability to coach, teach and guide others on processes and utilize both technical and interpersonal skills to assist clients.

OTHER REQUIREMENTS

• Able to work flexible hours and schedule including some Saturday's and late evenings based upon project work and peak busy times.
• Ability to work overtime as needed, sometimes on short notice.

We expect the candidate to uphold Crowe's values of Care, Trust, Courage, and Stewardship. These values define who we are. We expect all of our people to act ethically and with integrity at all times.

Our Benefits:
Your exceptional people experience starts here. At Crowe, we know that great peopleare what makes a great firm. We care about our people and offer employees a comprehensive total rewards package. Learn more about what working at Crowe can mean for you!

How You Can Grow:
We will nurture your talent in an inclusive culture that values diversity. You will have the chance to meet on a consistent basis with your Career Coach that will guide you in your career goals and aspirations. Learn more about where talent can prosper!

More about Crowe:
Crowe (www.crowe.com) is one of the largest public accounting, consulting and technology firms in the United States. Crowe uses its deep industry expertise to provide audit services to public and private entities while also helping clients reach their goals with tax, advisory, risk and performance services. Crowe is recognized by many organizations as one of the country's best places to work. Crowe serves clients worldwide as an independent member of Crowe Global, one of the largest global accounting networks in the world. The network consists of more than 200 independent accounting and advisory services firms in more than 130 countries around the world.

Crowe LLP provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Crowe LLP does not accept unsolicited candidates, referrals or resumes from any staffing agency, recruiting service, sourcing entity or any other third-party paid service at any time. Any referrals, resumes or candidates submitted to Crowe, or any employee or owner of Crowe without a pre-existing agreement signed by both parties covering the submission will be considered the property of Crowe, and free of charge.

Crowe will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws. Please visit our webpage to see notices of the various state and local Ban-the-Box laws and Fair Chance Ordinances, where applicable.