Client Coordinator (Mergers & Acquisitions), Senior Associate (Bilingual Fr/En)

Client Coordinator (Mergers & Acquisitions), Senior Associate (Bilingual Fr/En)

18 Oct
|
Financeroles
|
Toronto

18 Oct

Financeroles

Toronto

Line of Service Tax Industry/Sector Not Applicable Specialism General Tax Consulting Management Level Senior Associate Job Description & Summary The Client Coordinator provides operational, administrative and project coordination support to Tax business units, helping client-facing teams deliver consistent, high-quality and risk-aware service. The role acts as a central coordination point across assigned engagements, business units and enabling functions, supporting engagement initiation, documentation, delivery tracking, stakeholder follow-up and process discipline in alignment with PwC’s quality, risk and client service expectations. The Opportunity As a Client Coordinator, Senior Associate, unlock your potential and embrace the chance to drive meaningful outcomes that’llelevate your career. Your role will include, butisn’tlimited to: Engagement administration and onboarding (25%) Complete engagement initiation and onboarding activities, including client roll-forward, KYC, relationship checks, engagement acceptance, engagement letter tracking, job code setup, andrequireddocumentation; collect andvalidateclient, contact, billing, scope, fee, and chance information to support engagement setup and delivery readiness Maintain accurate client, engagement, and deliverable information across approved firm systems (e.G., Salesforce,iPower, SAP, CCM, SharePoint), and coordinate with Risk & Quality, Finance, Billing, Tax Operations, deliverycentres,



and other stakeholders to ensure timely completion of onboarding activities, data integrity, and process consistency Proposal and pursuit coordination (15%) Support proposal and RFP processes by coordinating timelines, templates, credentials, team biographies, case studies, approvals, formatting, submission requirements, and standard proposal content, while gathering inputs from technical and client-facing teams Track proposal milestones, owners, dependencies, and outstanding items, escalating risks or delays asappropriate, and collaborate with Sales Enablement, Marketing, Creative, Document Production, and other support teams to ensure alignment with firm brand, quality, and standard language requirements Project management and delivery coordination (25%) Provide project coordination support for high-volume or complex engagements, including workplans, action logs, deliverable trackers, deadline calendars, status updates, and monitoring of assigned and unassigned work, completion status, and potential bottlenecks Prepare andmaintainreporting, dashboards, trackers, and progress summaries, while coordinating deliverable readiness, filing and delivery support, document status, access requirements, and follow-up actions, and escalating risks, blockers, capacity constraints, missing information, or process issues as appropriate Client activity and relationship support (15%) Support client activity coordination, including invitations, RSVP tracking, event follow-up, client research,

📌 Client Coordinator (Mergers & Acquisitions), Senior Associate (Bilingual Fr/En)
🏢 Financeroles
📍 Toronto

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