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Client Intelligence Administrator

3 months ago

Glasgow, Glasgow City, United Kingdom Pinsent Masons Full time
***
Job Title:Client Intelligence Administrator

Department:
Business Development

Location:
Glasgow

Purpose of the role:


This is a hybrid role with the overriding purpose of maintaining and organising the firm's client and matter data and providing reports and analysis.

Additionally, it will require working with large sets of information in relation to the firm's extensive investment in its secondments to clients.


This role will focus on:

  • Ensuring clients are categorised in our business intake and finance systems into the correct business sectors and subsectors and grouped according to corporate structures using both internal and external databases.
  • Assisting with matter market allocation.
  • Assisting the Client Intelligence Analyst with producing business intelligence reports and analysis.
  • Administration of the firm's secondment programme, to include collating data.


The individual will work closely with our Client Intelligence Administrator and compliance, finance and business development teams across sectors, and will be working closely with the Business Development Manager and the Senior Secondment Approval Team to provide value added analysis that helps the firm stand out from our competitors, grow profitably, and win and retain clients.


Main duties and responsibilities

Client/Sector analysis - working with Business Development, Finance & Intake Teams

  • Data entry: researching the firm's clients and allocating them to business sectors and appropriate client groupings in business intake and finance systems.
  • Working with sector and finance teams to ensure the accurate allocation of matter markets to new matters.
  • Performing routine data analysis to identify patterns or anomalies in large data sets.

Secondments - Working with Secondment Approval Team

  • Administering the firm's secondment portal, ensuring due process is followed and monitoring secondments to ensure accurate records are maintained.
  • Creating regular reports and analysis of secondment patterns and trends.
  • Supporting secondees and partners during the duration of the secondment with ad hoc queries.

Other duties

  • Promoting and marketing the capability of the team to relevant audiences.
  • Any other related duties as are appropriate and commensurate with the role.

Person Specification

Relevant Experience

  • Data entry/administration.
  • Utilising internal/external databases and information search tools in order to carry out research (particularly within a legal or professional services practice).
  • Communicating across departments and disciplines in a clear and positive manner.
  • Problemsolving skills to identify and implement solutions to data set categorisation issues.

Key Skills & Person Qualities

  • Knowledge of Microsoft Office programmes, especially Excel, Word and PowerPoint.
  • Attention to detail and ability produce quality data output on a consistent and repeatable cycle.
  • Ability to scrutinise and quality check data, in the interest of improving accuracy.
  • Curious, keen to learn and is persistent in resolving research queries.
  • Selfmotivated and possessing good time management skills.
  • Proactive and robust.
  • Numerate.
  • Diplomatic, tactful and a good team player
  • Drive, enthusiasm and resilience.
  • Confident and able to communicate effectively with a range of people, in person, by telephone and in writing.
  • Administrate multiple projects and vested interests, whilst maintaining high quality customer service in a fastpaced and demanding environment.
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