Business Associate - Customer Service & Administrative Support

Business Associate

Proposed designation: Business Associate (BA) – ASK BET

Role type: Individual contributor

Reporting to: Team Leader/ AM / Manager

Geo to be supported : US

Shift : Rotational (24X7), Shift timings are expected to be as follows and may change based on business needs.

•6:30 AM – 3:00 PM •9:30 AM – 6:00 PM •2:00 PM – 10:30 PM •6:00 PM – 2:30 AM •10:30 PM – 7:00 AM  

Roles and responsibilities

We are recruiting for Business Associate in our business center environment, serving a vital role in providing excellent customer service and administrative support to KPMG US.

This is a dynamic, high-energy position and the resources will be responsible for performing various tasks in accordance with standard operating procedures provided by the Clients’ Administrative Services team including, but not limited to customer communications, collaboration with internal KPMG teams, supporting client engagements, reconciliations, client and market research, document processing, data analysis, PowerPoint presentations, coordinating meetings and training events, and booking travel.

Core responsibilities include:

•Provide proactive customer communication and prompt responses to messages •Collaborate with KPMG internal teams to support requests •Support client engagement management, including creating and managing invoices, drafting client engagement letters using firm standard templates, conducting time and expense reconciliations, processing payables, and other activities •Research and book travel reservations •Coordinate and schedule conference rooms for meetings •Format documents & Edit PowerPoint presentations •Compile/edit spreadsheets using intermediate and advanced Excel functions •Process purchase requisitions and invoices •Assist with onboarding new hires •Conduct client and market research •Update and format resumes for inclusion in proposals or posting on KPMG portal •Assist with materials to support internal and external training events

Essential skills required
Technical and functional

•Advanced proficiency in Microsoft Word, Excel, PPT and Adobe Acrobat •Analyze data, identify trends, and make informed decisions to improve service delivery and operational processes. •Proficiency in Advanced Excel, Power BI, and prior experience with workflow tools such as ServiceNow will be advantageous. •Resolve issues or challenges during project delivery or operational processes. •Demonstrate meticulous attention to detail in deliverables, project management, and tasks.  

Interpersonal / Behavioral

•Strong team player that supports more junior members and improves overall team performance •Strong communication skills (written and verbal) •Capable of being entrusted with “confidential” information •Identifies opportunities to optimize processes and team performance •Ability to be flexible with job duties and scope of work •Ability to resolve escalated issues within work scope •Asks questions to seek clarification and direction when needed

Education / professional qualifications

•BBA/B.Com/Any Graduate Degree from Tier 1 or Tier 2 College

Prior Experience:

•At least 2-3 years relevant work experience within Administrative Services or a similar process in a leading UK/US MNC

Other information

•Interview process:  2-3 rounds of interview •Does the job role involve travelling: No •Does the busy season apply to this role?: Yes

Experience Level

Mid Level