Client Service Administrator

TN United Kingdom; Bristol; On-site; GBP 25,000 - 35,000; Full time

Job summary

An established industry player is on the lookout for a dedicated Client Services Administrator to enhance service delivery across their Accountancy & Advisory Service. This role is perfect for a self-starter with strong administration skills and a keen eye for detail. Join a vibrant team at a time of exciting growth, where you will contribute to improving operations and ensuring client satisfaction. With a commitment to excellence and a supportive work environment, this opportunity offers the chance to make a real impact while enjoying a range of benefits.

Benefits

Contributory Pension Scheme

Life Assurance

Health Cashback Plan

Perkbox Discounts

Employee Wellbeing App

Social Events Organized

Qualifications

• Experience in a similar administration role is essential.
• Strong IT skills, particularly with MS Office, are required.
• Excellent organizational and communication skills are a must.

Responsibilities

• Administer client onboarding and maintenance procedures.
• Liaise with the client delivery team for timely service delivery.
• Manage client disengagement procedures effectively.

Skills

Administration Skills

IT Skills (MS Office)

Communication Skills

Organizational Skills

Attention to Detail

Understanding of Data Protection

Job description

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Client Services Administrator

We’re currently seeking a central Client Services Administrator to work across our Accountancy & Advisory Service, ensuring efficiency and consistency of service delivery to the team and our clients. This is a great opportunity for a self-starter with a keen eye for detail and an interest in continually improving the service they provide and the work they carry out in the team. Working as part of a friendly central team, you will be joining Bishop Fleming at an exciting time in our growth journey as we introduce new systems to enhance our operations.

Day-to-day responsibilities will include:

1. Administering client onboarding and maintenance procedures, ensuring relevant forms are completed, letters issued, and systems are updated, including anti-money laundering checks.
2. Liaising with the client delivery team to ensure all work is properly scheduled and delivered on time.
3. Administering client disengagement procedures, ensuring relevant forms are completed, letters issued, and systems are updated.

About You

• Demonstrable experience in a similar administration role.
• Strong administration skills are essential.
• Advanced IT skills with good knowledge of MS Office.
• Excellent organization and communication skills (both verbal and written).
• Self-motivated with the ability to prioritize and manage workload independently.
• Attention to detail and high regard for confidentiality.
• Understanding of data protection requirements.
• Professional services experience is desirable.

Why Bishop Fleming?

Bishop Fleming is an independent leading provider of audit, accountancy, tax, and advisory services in the UK. With a turnover of £38.4m, the firm experienced 15.5% growth over the last 12 months.

We serve a diverse client base, including owner-managed businesses, SMEs, large corporations, entrepreneurs, and private individuals, with expertise in audit, tax, corporate finance, and more.

Ranked 33rd in the Accountancy Age league table and the top provider of audit services to multi-academy trusts, we are committed to excellence. With 8 offices across the West Midlands to the South West, 43 partners, nearly 500 staff, and a certified Great Place to Work status, we are a vibrant and supportive firm.

As a member of Kreston Global, a network of independent accounting firms in over 100 countries, we offer a truly global perspective.

Our benefits include:

• Contributory pension scheme
• Life assurance
• Simply Health cashback plan with 24/7 online GP and counseling services
• Perkbox discounts and rewards platform
• Yulife employee wellbeing app
• Social events organized by active social committees