Client Service Administrator - Roaming role - London - 9 month FTC Job Details

PwC have an opportunity for a flexible Client Service Administrator to join the wider CSA team within Tax.   This role is a roaming position, involving 3 sets of 3 month secondments over a 9 month period.  You will be assigned to 3 different teams across a number of London locations during this time.

FINANCE

Undertake key finance procedures relating to assignment/project time, expenses, costs and billings, including:

·        Preparation and monitoring of draft bills, cash collections, billing analysis and correspondence through to final billing

·        Understand and support CPy (Client profitability) with team/client portfolio by meeting regularly with the team

·        Analysing financial information, explaining results to key stakeholders and advising them on solutions to ensure profitability is within agreed targets (ITC – investment in client targets) and producing, analysing and reporting on other key assignment financial variables as required

DOCUMENT MANAGEMENT SYSTEM (DMS)

·        Ensure DMS client files are maintained in filed accordance with national filing protocols

·        Create and file documentation to DMS and email links to the client team as necessary and liaise with DMS Business Administration to ensure new client work is set up on a timely basis with appropriate access including specialists from other teams, if necessary

·        Understand DMS subtypes, linking projects to DMS and providing dashboard reports to your Billing Partner monthly to help manage the ACE review process and attend up-skilling where necessary

·        Monitor work in progress to ensure statutory deadlines and team deadlines are adhered to

·        Monitor progress of internal risk management procedures and assist your team to comply with internal policy such as:

−        Assisting with completion of Shield

−        Anti-Money Laundering checks

−        Relationships checks

−        Authorisation for Services (AFS) and disengagement procedures

−        Assist client teams in the collation of data for Assignment

·        Assist the teams with passing Compliance Evaluation (ACE) reviews by initiating the new engagement procedures when a new engagement is won and undertaking appropriate research as part of the risk management procedures

·        Use ARMOUR as part of your day to day Risk Management work and always check the independence position on an existing/current client. Where possible encourage electronic sign off to be used

MARKET BUSINESS/DEVELOPMENT

Undertake certain procedures relating to the administration of DMS including:

·        Take responsibility for Client Relationship Management (CRM) information including:-

−       Review and amend company data (addresses, sites and hierarchy),contact information (name, title, contact numbers and publications)

−       Populate activity and opportunity management modules. Provide checklists for client visits and provide comprehensive administration support around Client Satisfaction Surveys for your team

−       Support the IRIS rollout (which will initially replace CRM (with data migration, validation of clients and companies and data cleansing)

·        Providing updates to your team on relevant business and industry news and issues

·        Monitor assignment project plans, timetables, budgets and action lists. Take actions to ensure deadlines are met and suggest solutions to issues encountered

·        Prepare and collate information/materials for negotiations, proposals and presentations, produce and maintain a schedule of team and client meetings/conference calls. In conjunction with client staff, draft

agendas and collate relevant papers

·        Attend relevant client and team meetings, take notes of meeting, distribute action lists and follow up actions where appropriate and support assigned team by carrying out ad hoc administrative duties that may vary on a day to day basis

Additional information

Opportunity for working from home? (No)

Amount of time client based (0%)

Opportunity for job sharing? (No)

Need to travel/overnight stays away from home (2% - for training purposes)

The following skills are required for this role:

Essential skills:

·          GCSE Maths & English grade C or above (or equivalent)

·          Proven IT skills including excel, word, powerpoint, lotus notes, financial systems and research tools

·          Strong numeric, analytical and finance skills

·          Excellent communication skills (verbal and written)

·          Proactive, self motivated, takes responsibility for own work and can work under own initiative

·          Strong influencing skills and team working skills, able to build strong relationships

Desirable skills:

·          Knowledge / understanding of risk management

·          An ability to manage budgets, billing and compliance considerations

·          An ability to identify and address risk management issues

·          A track record of delivering to deadlines