Client Reporting Administrator

at  St Jamess Place

St. James’s Place (SJP) works in partnership to plan, grow and protect our clients’ financial futures. We deliver personalised, face-to-face financial advice to our clients, who trust us to manage their money to reach their goals. We provide this service via the Partnership, a network of qualified, expert advisors. We put financial wellbeing and responsible business choices at the heart of everything we do. We believe in the value of difference and know that diverse teams can help us problem solve and innovate for clients.
We look for people to join SJP to make an impact and to contribute to our culture which is based around long term relationships, doing the right thing, and being the best version of ourselves.
Location: Cirencester Office
Workplace Type: Hybrid 2 days in office and 3 days remote
Employment Type: 12 month Fixed-Term Contract
Seniority: Associate
We have a fantastic opportunity for a skilled Administrator to join our Client Reporting team for a 12 month contract. We have recently launched our new Next Generation Client Reporting (NGCX) App to build on our exceptional Client and Partner experience and Customer Relationship Management (CRM) programmes. The purpose of this role is to create, maintain and identify improvements in our service offering and Partner and Client Queries.
Who we are looking for:
We are seeking someone who likes to make things happen with pace but a methodical approach. A fantastic communicator who understands the importance of first class customer service and a flare for Excel and Reporting.

Responsibilities:

• Providing support to our Clients, by handling Application and Admin queries ensuring that they are progressed in a timely basis, and that updates are provided to the Partner and Client on a regular basis.
• Completing identification and verification checks.
• Utilise our internal Customer Relationship Management (CRM) software to ensure accurate records are created & maintained
• Produce and analyse Management Information (MI) to identify root cause trends & themes around Partner & Client understanding, common data issues, and process improvements
• Ensure emails received each day into mailboxes are triaged and allocated to appropriate individuals and teams within SJP.
• Monitor cases to ensure that they are progressed on a timely basis, and that updates are provided to the Partner and Client on a regular basis.
• Produce weekly MI on case volumes, timescales, and overdue cases for review by Client Services Team
• Produce root cause MI on a weekly basis and include proposed actions to improve the proposition for our clients and Partners.

Special Requirements:

• Proficient in Microsoft Excel
• Excellent interpersonal skills
• Flexible, pro-active approach with a strong work ethic and sense of personal responsibility.
• An individual that meets expectations, respects promises and seeks to exceed them wherever possible
• Ability to work from our Cirencester Head Office (GL7 1FP) 2 days per week

• Providing support to our Clients, by handling Application and Admin queries ensuring that they are progressed in a timely basis, and that updates are provided to the Partner and Client on a regular basis.
• Completing identification and verification checks.
• Utilise our internal Customer Relationship Management (CRM) software to ensure accurate records are created & maintained
• Produce and analyse Management Information (MI) to identify root cause trends & themes around Partner & Client understanding, common data issues, and process improvements
• Ensure emails received each day into mailboxes are triaged and allocated to appropriate individuals and teams within SJP.
• Monitor cases to ensure that they are progressed on a timely basis, and that updates are provided to the Partner and Client on a regular basis.
• Produce weekly MI on case volumes, timescales, and overdue cases for review by Client Services Team
• Produce root cause MI on a weekly basis and include proposed actions to improve the proposition for our clients and Partners