Client Service Administrator

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

Job summary

A leading firm in accountancy and advisory services seeks a central Client Services Administrator in Plymouth. The role involves ensuring efficient service delivery, handling client onboarding and disengagement, and requires strong administration and IT skills. Join us to take part in our growth journey, enhancing our service delivery systems.

Benefits

Contributory pension scheme

Life assurance

Simply Health cashback plan

Perkbox discounts and rewards

Yulife employee wellbeing app

Social events

Qualifications

• Demonstrable experience in a similar administration role.
• Self-motivated with ability to prioritize and manage workload.
• Good understanding of data protection requirements.

Responsibilities

• Administer client onboarding and maintenance procedures.
• Liaise with the client delivery team to ensure timely work.
• Manage client disengagement procedures.

Skills

Administration skills

IT skills

Organizational skills

Communication skills

Attention to detail

Tools

MS Office

Job description

Social network you want to login/join with:

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 their work within the team.

Working as part of a friendly central team, you will join us at an exciting time in Bishop Fleming's growth journey as we introduce new systems to enhance our effectiveness.

Day-to-day responsibilities will include:

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

About you

• Demonstrable experience in a similar administration role.
• Strong administration skills.
• Advanced IT skills with good knowledge of MS Office.
• Strong organizational and communication skills (verbal and written).
• Self-motivated with the ability to prioritize and manage workload effectively.
• Excellent attention to detail.
• High regard for confidentiality.
• Good understanding of data protection requirements.
• Professional services experience is desirable.

Why Bishop Fleming?

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

Our client base ranges from owner-managed businesses, SMEs, and large corporations to entrepreneurs and private individuals. We have extensive expertise in internal and external audit, corporate and personal 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 are recognized as a leading firm in our sector. We have 8 offices across the West Midlands to the South West, with 43 partners and nearly 500 staff, and are a certified Great Place to Work.

As a member of Kreston Global, a network of independent accounting firms in over 100 countries, we offer a range of benefits including:

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