Client Co-ordinator - Birmingham

Job description

At KPMG, our values define who we are and the way we do business. As a leading professional services firm, we know that our strength and capability come from our people – their different perspectives, experiences and backgrounds. From our inclusive leadership strategy to our diversity and inclusion targets – we’re making bold changes to who we are and what we do. Be part of it.

Role is at D1 level and will be based in the office or client sites on a Permanent Contract.

As one of the UK's leading firms, we offer a stimulating working environment. At KPMG you will provide account management services to the client service team, in particular the audit team. This role requires a high quality, driven and motivated individual to work in a dynamic and challenging client service environment.

The Responsibilities

Project Management

• Manage key deliverables timetable in line with Group Instructions;
• Assist in producing project management reports for the audit team;
• Drive the project management of the Global audit account to ensure all agreed actions are followed up, and compliance procedures and client deadlines are met; and
• Work with Managers to ensure staff bookings reflect the team's requirements

Client Relationship and Communication

• Own and manage the Client Relationship Management (CRM) tool ensuring it is accurate and up to date;
• Develop and maintain an accurate and detailed client relationship matrix;
• Identify key publications and events of relevance to the client;
• Liaise with the team and the client to arrange meetings, produce meeting agendas and collate minutes and action points;
• Identify and organise appropriate internal events and client events, at senior client management level including an initial Audit Transition Conference and annual Global Audit Planning Conferences thereafter; and
• Circulate client audit committee meeting dates and key dates, confirm KPMG's attendance to client, ensure audit packs are delivered and received to the appropriate KPMG individual.

Finance

• Assist the team with the preparation of budgets / client model;
• Analyse costs to budget for the client at least on a bi-weekly basis;
• Monitor hours charged, and challenge team and specialists where necessary when budgets have been exceeded;
• Review all discrepancies with Partners / Managers;
• Take responsibility for producing a billing schedule for the client as well as producing all related fee notes, inter-office notes and fee allocations;
• Responsible for producing a billing schedule for client approval, then proactively raising fee notes/inter office debit notes according; and
• Annual review of client expenses and issue of fee note, once approved by the client.
• Support the engagement team in tracking engagement over-runs

Independence and Compliance (including Sentinel)

• Distribute Independence confirmation, track and document responses in order to provide an audit trail and identify potential breaches that may need to be reported;
• Manage the completion of the CEAC risk management process for the audit team, with the use of available resources and research tools.
• Manage the Sentinel tree structures to ensure they remain up-to-date and compliant with KPMG risk management procedures;
• Process Sentinel Entity Clearance requests on behalf of the Partner;
• Undertake regular discussion of subjective independence and compliance matters, including regular meetings with relevant delegates of the Lead Partner to discuss pending requests, provide updates on compliance with pre-approval limits and discuss any necessary safeguards for services to be provided;
• Maintain administrative SAP updates for accurate financial reporting;
• Prepare a monthly report of all fees billed (globally) for audit and non-audit services for submission to management and the Audit & Risk Committee;
• Develop and maintain relationship with the client’s relevant compliance team to ensure the KPMG and client approvals process is aligned; and
• Maintain complete and accurate documentation related to pre-approval and independence/.

Client Service

• Support the client lead partner in organising the Client Insights Group (Client Service Team) meetings, including preparing agenda and Management Information (MI) for the meetings, recording and circulating minutes, and following up agreed actions;
• Contribute as part of the Client Insights Group, including initiatives for improving the account management process; and
• Identify and respond to client service opportunities.

Management Support and Office Management

• Support and work with the audit team in order to deliver an effective audit;
• Manage introduction of all staff joiners to team. Distribute joiner briefing pack setting out organisation charts, team structure, facilities, IT and timesheet information. Review joiner pack content on a regular basis updating information as necessary;
• Develop a network of appropriate internal KPMG and external client contacts to ensure that services are delivered efficiently using the most appropriate resource;
• Ensure that external client working relationships are maintained to a high level of professionalism;
• Organise the filing system (both hard copy and electronic) to support the audit;
• Look after client site facilities, including client site security passes and maintaining satisfactory stocks of stationery at client premises;
• Act as first point of contact for all KCentral users (a SharePoint site) or any client pre-approved collaboration site; and
• Assisting in the preparation of Audit & Risk Committee presentations using PowerPoint.

Team

• Coach and mentor client administrators or KGS resources to ensure both effective and efficient delivery of tasks to the audit team; and
• Participate in sessions and activities.

The Individual

• Strong organisational skills, including the ability to identify, plan and prioritise tasks in order to meet deadlines;
• Knowledge of financial concepts including budgets, debtors and key performance indicators
• Sound knowledge and application of Microsoft Office applications of Word, Excel, Outlook and PowerPoint;
• Ability to collate and analyse data, and think creatively to solve problems;
• Strong interpersonal and networking skills;
• Ability to manage a team of senior professionals in a respectful, positive and enthusiastic manner and build relationships at all levels;
• Flexible in approach and able to work under pressure and manage conflicting priorities;
• Ability to deal discreetly with sensitive client information and issues; and
• Acts in line with KPMG values and with integrity at all times.

Qualifications

• 5 GCSE's/O'levels including Maths and English
• 2 years of references available on request

We recognise that as individuals, we each have particular needs and that one size doesn’t fit all, when it comes to how, when and where you work. That is why we are proud to offer our colleagues agile working options. We believe in putting you at the centre of your career – KPMG will offer the training, development and stimulating work environment to help you get to where your career ambitions are. That is why we introduced ‘Our Deal’ – it’s our way of saying ‘thank you’ for bringing your best to work. As part of ‘Our Deal’, you will benefit from a range of rewards from secondment opportunities and preferential banking services to a day off on your birthday and have open, honest conversations about your career development.