Client Onboarding - Supervisor

As the Supervisor for the New Client Intake team at Citrin Cooperman, you will play a key role in overseeing the onboarding process for new clients. Your responsibilities include ensuring timely assignment of tasks, adherence to deadlines, and resolving outstanding issues efficiently. You will analyze team members" summary reports, identify process improvement opportunities, and collaborate with the Manager to propose actionable solutions. Internal coordination is a crucial aspect of your role, where you will identify knowledge gaps within the team, address team issues promptly, and foster strong relationships among team members. Additionally, you will work closely with stateside team members to ensure smooth processes, act as a liaison between the team and IT for issue resolution, and oversee various internal tracking applications. Your role also involves tracking and reporting on key metrics, providing regular updates to Management, communicating gaps and requirements to the Manager, and reporting critical queries to Partners in a timely manner. You will lead team meetings, conduct training sessions based on identified needs, and focus on continuous improvement initiatives to enhance team performance. To qualify for this position, you should have an MBA or Graduate degree with 10 to 14 years of experience. Strong communication skills, proficiency in Microsoft Office Suite, 8 years of team management experience, and the ability to maintain positive working relationships with the team are essential requirements. Your problem-solving, conflict management, and team management skills will be critical in successfully fulfilling your responsibilities as the New Client Intake Supervisor at Citrin Cooperman.,