Client Service Administrator

Bishop Fleming; Exeter; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading independent provider of audit, accountancy, tax, and advisory services, Bishop Fleming is seeking a Client Services Administrator. This role focuses on ensuring efficient client onboarding, maintaining service delivery, and enhancing operational systems. Candidates should have strong administration skills and attention to detail, making this a great opportunity for self-starters in a dynamic team environment.

Benefits

A contributory Pension scheme

Life assurance

Health cashback plan with online GP and counselling services

Perkbox discounts and rewards

Employee wellbeing app

Social events organized by active committees

Qualifications

• Experience in a similar administration role required.
• Proficient in MS Office with advanced IT skills.
• Understanding of data protection requirements is essential.

Responsibilities

• Administering client onboarding and maintenance procedures.
• Liaising with the client delivery team.
• Handling client disengagement procedures.

Skills

Strong administration skills

Proficient in MS Office

Excellent organisational skills

Excellent communication skills

Attention to detail

Understanding of data protection

Education

Experience in a similar administration role

Professional services experience

Job description

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 they provide and their work within the team.

Joining a friendly central team at an exciting growth phase, you will be involved in implementing new systems to enhance our operations.

Day-to-day responsibilities include:

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

About you

• Experience in a similar administration role.
• Strong administration skills.
• Proficient in MS Office with advanced IT skills.
• Excellent organisational and communication skills, both verbal and written.
• Self-motivated with the ability to prioritise workload.
• Exceptional attention to detail.
• High regard for confidentiality.
• Understanding of data protection requirements.
• Professional services experience is desirable.

Why join 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, experiencing 15.5% growth last year.

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 accounting services.

Ranked 33rd in the Accountancy Age league table and the top provider of audit services to multi-academy trusts, we operate across 8 offices from the West Midlands to the South West, with 43 partners and nearly 500 staff. We are also a certified Great Place to Work and a member of Kreston Global.

We offer an attractive benefits package, including:

• A contributory Pension scheme
• Life assurance
• Simply Health cashback plan with 24/7 online GP and counselling services
• Perkbox discounts and rewards
• Yulife employee wellbeing app
• Social events organized by active committees