Client Services Administrator

5 months ago

London, United Kingdom Morrinson Wealth Full time

Morrinson Wealth is committed to operating in line with the principles of a responsible business for its clients, people and relationships with the wider industry partners. We are delighted to be accredited by the Good Business Charter demonstrating the 10 areas of responsible business for a fairer, ethical and positive culture.

The purpose at Morrinson Wealth is to ensure people are empowered to realise their aspirations, and to foster a collaborative and inclusive culture. We aim to be an equal opportunities employer and we are determined to ensure that no applicant or employee receives less favourable treatment on the grounds of gender, age, disability, religion, belief, sexual orientation, marital status, or race, or is disadvantaged by conditions or requirements which cannot be shown to be justifiable.

**OVERALL JOB PURPOSE**

The Client Services Administrator will assist with all things pertaining to client service at Morrinson Wealth, across all Advisers and clients, and will play a key role in delivering the Practice’s “Brand Promise” to clients and ensuring the client experience is in line with our commitments.

**PRINCIPAL DUTIES**

**The responsibilities will include**:
**Client Experience**
- Supporting Advisers by providing a highly professional level of Client Servicing in accordance with the Practice’s Client Servicing Strategy.
- Using client survey data to proactively suggest improvements and/or raise areas of client concern.
- Ownership of client segmentation within the Practice, assisting Advisers with conducting segmentation exercises and recording accurately in Salesforce and updating stakeholders as required.
- Assist the Management Team by taking ownership of ad-hoc or regular projects which relate to better client servicing and client data as needed.
- Create/update Practice documents and policies to assist the Advisory team with better client servicing.

**Data Remediation**
- Assist with administrative tasks, including data entry.
- Ensure Salesforce is being kept up to date by Advisers and their support staff in relation to logging client review dates, to ensure that the Practice Quality Score (PQS) is maintained above target levels.
- Tracking Client transfer process and mediating errors.

**Reporting & Compliance**
- Assist with reporting of Practice-wide Operational data to present to the Management Team.
- Proactively escalating any client issues to the relevant stakeholders (Practice Management Team and SJP stakeholders).
- Spot checking Salesforce to ensure correct processes are followed for logging meetings and uploading documentation.
- Monitoring PQS and proactively raising concerns and suggesting improvements where suitable.
- Assisting with Ongoing Advice Charge (OAC) and Client Transfer process.

**PERSON SPECIFICATION**
- Experience of working within financial services preferable but not essential.
- Good GCSE or A Level results and proficient at all IT packages.
- Strong numerical and written communication skills.
- Excellent organisational and administration skills, managing multiple senior stakeholder diary and report requirements.
- Ability to proactively use initiative to problem solve and anticipate next steps.
- Demonstrable experience of building rapport and interacting with clients effectively.
A driven individual with a focus on client service and leading a high-performance culture.
- Adaptable to change management plans and advocate to business initiatives.
- Confidence and ability to influence senior stakeholders.
- Ability to work autonomously as well as follow direction managers.
- IT technically proficient including Office 365.
- Committed to advocating and encouraging an inclusive and diverse team culture.
- Understanding the benefits of the wellbeing agenda and promoting an open and considerate culture.

**OFFICE LOCATION**

We are working on a hybrid model office/home working. Whilst this role allows for some flexibility on which day is covered in the offices, it would be anticipated that every Tuesday will be worked in our Canary Wharf offices.

**BENEFIT PACKAGE**
- A salary of £25,000 - £29,000 depending on experience
- Discretionary Bonus of up to 10%
- 25 days holidays (excluding Bank Holidays)
- 1 Additional Day of paid leave for your Birthday
- Life Assurance (4 times basic salary)
- Healthcare Cash Plan
- Cycle to work scheme
- Season ticket loan
- Financial assistance for study leave and qualifications
- Volunteering day
- Quarterly socials

**CORE VALUES**

At Morrinson Wealth we strive to encourage an environment that embodies our core values in all interactions we have with our colleagues and clients. By creating a culture of respect, trust and mutual appreciation we feel proud to be able to enjoy working with welcoming, friendly and collaborative teams.

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