Engagement Support Specialist

Helps draft, edit, and proofread client agreement documents Assists with pre-engagement activities, which may include CRM data entry, new client acceptance and setup, engagement code setup, and Pfx binder setup Proactively tracks pre-engagement activity progress from client agreement drafting, through the signature process, to engagement setup Serves as point of contact to help the client service team identify the correct client agreement template Other special projects as assigned Qualificatio…