Client Coordinator

Job description

AutoReq ID

131128BR

Job Title

Client Coordinator

Country

United Kingdom

Location

London

Function

Audit

Service Line

Audit

Service Line Information

At KPMG, our vision is to be the clear choice on the future of Audit. In today’s complex and ever-changing business world, we recognise that we need to be one step ahead for our clients - rather than reacting to emerging trends we need to anticipate them by harnessing technology. Our people are integral to this, bringing their natural curiosity, diversity of ideas and perspectives to help deliver client excellence.

KPMG Overview

KPMG is part of a global network of firms that offers Audit, Tax & Pensions, Consulting, Deal Advisory and Technology services. Through the talent of over 16,000 colleagues, we bring our creativity and insight to our clients’ most critical challenges.

With offices across the UK, we work with everyone from small start-ups and individuals to major multinationals, in virtually every industry imaginable. Our work is often complex, yet our vision is simple: to be the clear choice for our clients, for our people and for the communities we work in.

Job Description

Job Title: Client Coordinator
Serviceline: Audit
Location: London
Hours of Work: 09:30 - 17:3 0
Grade: D1
Role Type: Permanent


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 is based at the Client Site as well as in Canary Wharf 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;
- 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 on a monthly 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.

Independence and Compliance (including Sentinel)
- Distribute Group 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 SAP and 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 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
- SupportManage 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 collaboration site); and
- Assisting in the preparation of Audit & Risk Committee presentations using PowerPoint.

The Individual
•Strong organisational skills, including the ability to identify, plan and prioritise tasks in order to meet deadlines;
- Knowlege 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

Our Deal

If the chance to work with interesting clients and innovative technology wasn’t rewarding enough, we’ll motivate you in other ways too. At KPMG you can expect real responsibilities and opportunities to grow professionally.

‘Our Deal’ sets out all the different ways you’ll be rewarded at KPMG. Among other things you can benefit from honest conversations about your career as well as a range of other rewards. In all these ways and more, we have created an environment that can bring out the best in you.

Flexible Working

While some of our client-facing professionals can be required to travel regularly, and at times be based at client sites, we are supportive where possible of helping you to achieve a balance between your home and work demands.

We are happy to discuss individual requirements and our range of flexible working arrangements could be of interest. Furthermore, as part of the recruitment process, we can put you in touch with people who work flexibly so you can understand from them what our culture is like.

Applying with a Disability

KPMG are proud to be an inclusive, equal opportunity employer and we seek to attract and retain the best people from the widest possible talent pool. As a member of the Business Disability Forum we're committed to ensuring that you are treated fairly throughout our Recruitment Process. Should you be successful after the initial application stage, please discuss any reasonable adjustments that you may require, with your recruitment contact.

KPMG's commitment to diversity

KPMG consistently features in the Sunday Times Best Big Companies to work for, which has been recognised with a special achievement award to mark our 10 years in the Top 25. We are proud of the value we place on individuality; we want you to bring your full self to work and truly maximise your potential. We believe that your individuality helps us to deliver the best results for our clients. Diversity of background, diversity of experience, diversity of perspective - that's the KPMG difference. But, don't take our word for it, find out more about diversity at KPMG.

Returning to work after a break

At KPMG, we appreciate that returning to work after an extended career break can be daunting. We understand that those with experience who have taken a career break have a wealth of experience and knowledge to offer our organisation, which helps us to achieve our business goals. We will support you to refresh your skills, develop your confidence and provide a supportive network across the firm to help you best integrate into the working environment. This role welcomes applications for individuals who have been out of work for 18 months or more and who have previous relevant experience.

Policy for Agencies

KPMG has a commitment to sourcing candidates directly and as such we do not accept speculative CV’s from agencies. Please check here to see our policy on agencies:Policy