Client Intelligence Administrator
2 days ago
***
**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 sub-sectors 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.
- Problem-solving 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.
- Self-motivated 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 fast-paced and demanding environment.
- #LI-BOACC _
INDL
-
Glasgow, United Kingdom 1825 Full timeJob Description abrdn plc is one of the world’s largest investment companies, and we are built on a long standing culture of caring about the future and making a positive impact. Together we invest for a better future. We do it to make a difference to the lives of our clients and customers, our employees, society and our shareholders. Our strategy is to...
-
Glasgow, United Kingdom 1825 Full timeJob Description abrdn plc is one of the world’s largest investment companies, and we are built on a long standing culture of caring about the future and making a positive impact. Together we invest for a better future. We do it to make a difference to the lives of our clients and customers, our employees, society and our shareholders. Our strategy is to...
-
Glasgow, United Kingdom abrdn Full timeJob Description abrdn plc is one of the world’s largest investment companies, and we are built on a long standing culture of caring about the future and making a positive impact. Together we invest for a better future. We do it to make a difference to the lives of our clients and customers, our employees, society and our shareholders. Our strategy is to...
-
Glasgow, United Kingdom abrdn Full timeJob Description abrdn plc is one of the world’s largest investment companies, and we are built on a long standing culture of caring about the future and making a positive impact. Together we invest for a better future. We do it to make a difference to the lives of our clients and customers, our employees, society and our shareholders. Our strategy is to...
-
Client Service Administrator
4 days ago
Glasgow, United Kingdom Mercer Full time**Client Service Administrator (Employee Benefits) - MMB (Mercer) - Glasgow - Hybrid** Are you passionate about your clients and have Administration experience within the Financial Services? Are you interested in working for a world-class organisation, working with a variety of clients? We are recruiting an Employee Benefits Administrator to join our...
-
Client Administrator
2 weeks ago
Glasgow, United Kingdom Barnett Waddingham Full timeJoin to apply for the Client Administrator role at Barnett Waddingham This role can be based in our Glasgow or Cheltenham office on a hybrid working basis. This is an 18‑month fixed‑term contract. The purpose of this role is to carry out any administration tasks for clients as required and ensure a high level of service is delivered at the most effective...
-
Client Support
4 days ago
Glasgow, United Kingdom Lusona Consultancy Full timeLusona Financial Services are working with a prestigious firm of chartered financial planners in Glasgow. They are looking to recruit someone to join their experienced admin team on a full-time, permanent basis. The business provides financial planning services to individuals, families, and businesses across Scotland. They pride themselves on their status...
-
Client Administrator
2 weeks ago
Glasgow, United Kingdom LGBT Great Full timeWe are seeking a Client Administrator to join our SIPP team. This role can be based in our Glasgow or Cheltenham office on a hybrid working basis. The purpose of this role is to carry out any administration tasks for clients as required and ensure a high level of service is delivered at the most effective cost whilst ensuring regulatory and legislative...
-
Client Administrator
6 days ago
Glasgow, Glasgow City, United Kingdom Barnett Waddingham Full time £30,000 - £60,000 per yearWe are seeking a Client Administrator to join our SIPP team. This role can be based in our Glasgow or Cheltenham office on a hybrid working basis. The purpose of this role is to carry out any administration tasks for clients as required and ensure a high level of service is delivered at the most effective cost whilst ensuring regulatory and legislative...
-
Client Administrator
3 days ago
Glasgow, United Kingdom Barnett Waddingham Full timeWe are seeking a Client Administrator to join our SIPP team. This role can be based in our Glasgow or Cheltenham office on a hybrid working basis. This is an 18 month fixed term contract. The purpose of this role is to carry out any administration tasks for clients as required and ensure a high level of service is delivered at the most effective cost whilst...
