Client Service Administrator

Bishop Fleming; Cheltenham; Hybrid; GBP 24,000 - 30,000; Full time

Job summary

Bishop Fleming seeks a Client Services Administrator to enhance service delivery within their Accountancy & Advisory Service team. This role involves managing client onboarding, communication with teams, and ensuring administrative efficiency. A detail-oriented, self-motivated individual with strong organizational skills will thrive in this growing firm.

Benefits

25 days holiday plus bank holidays

Hybrid working arrangements

Contributory pension scheme

Life assurance

Health cashback plan

Professional development opportunities

Social events

Qualifications

• Experience in a similar administrative role.
• Professional services experience is desirable.
• Understanding of data protection requirements.

Responsibilities

• Administer client onboarding and maintenance procedures.
• Liaise with the client delivery team for scheduling.
• Administer client disengagement procedures.

Skills

Administrative skills

Attention to detail

Communication skills

Organization skills

IT skills

Tools

MS Office

Job description

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Client:

Bishop Fleming

Location:

Not specified

Job Category:

Other

EU work permit required:

Yes

Job Reference:

c54b2eabae57

Job Views:

25

Posted:

18.06.2025

Expiry Date:

02.08.2025

Job Description:

Description

Client Service Administrator

About the role

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 both the service provided to the firm and the work carried out in the team.

Working as part of a friendly, central team, you will be joining Bishop Fleming at an exciting time as we introduce new systems to enhance our effectiveness.

Day-to-day responsibilities will include:

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

About you

• Experience in a similar administrative role.
• Strong administrative skills.
• Proficient in MS Office with advanced IT skills.
• Excellent organization and communication skills, both verbal and written.
• Self-motivated with the ability to prioritize workload.
• Attention to detail and confidentiality.
• Understanding of data protection requirements.
• Professional services experience is desirable.

Why Bishop Fleming?

Bishop Fleming is a leading independent provider of audit, accountancy, tax, and advisory services in the UK, with a turnover of £38.4m and recent growth of 15.5%.

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

Ranked 33rd in the Accountancy Age league table, and the top provider of audit services to multi-academy trusts, we are committed to excellence and growth.

Our firm spans 8 offices across the West Midlands to the South West, with 43 partners and nearly 500 staff, and is a certified Great Place to Work.

As a member of Kreston Global, we benefit from an international network of independent accounting firms.

We offer a range of benefits including:

• 25 days holiday plus bank holidays and Christmas off
• Hybrid working arrangements
• Contributory pension scheme
• Life assurance
• Health cashback plan with online GP and counselling services
• Perkbox discounts and rewards
• Yulife wellbeing app
• Social events and active committees
• Opportunities for professional development