Client Onboarding - Supervisor

New Client Intake – Supervisor

About the Company

Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We’re continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional growth.

About the Role

We are looking for a Supervisor to join the New Client Intake team. This role is an excellent opportunity for a seasoned professional to gain experience in client relations and business operations.

Responsibilities

• Oversight of the new client onboarding process:
• Oversee the daily processing of forms to ensure timely assignment, adherence to deadlines and prompt resolution of outstanding tasks.
• Analyse the compiled summary report (of the team members) detailing review findings and processing timelines.
• Identifying opportunities for process improvements and propose actionable solutions to the Manager.
• Internal Coordination:
• Identifying knowledge gaps of the team members and report them to the manager.
• Resolve team issues and build strong, collaborative relationships with team members. Highlight the critical issues to the Manager immediately.
• Work with stateside team members for seamless processes.
• Act as a liaison between team members and IT when issues arise.
• Tracking and Reporting:
• Oversight of the various internal tracking applications.
• Providing timely and accurate updates to Management.
• Ensure gaps and requirements are identified and communicated to the manager.
• Report the unresolved/critical queries of the Partners to the Manager on a timely basis.
• Continuous Improvement:
• Leading the team meetings and conducting the training sessions based on the needs.

Qualifications

• MBA or Graduate
• 10 to 14 Years

Required Skills

• Strong verbal and written communication skills.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
• 8 years’ experience in team management.
• Maintain strong working relationships with the team.
• Strong problem-solving, conflict management and team management skills.