At a Glance
- Tasks: Join a dynamic team to enhance client services and streamline processes.
- Company: Bishop Fleming, a growing professional services firm with a friendly culture.
- Benefits: Enjoy 25 days holiday, hybrid working, and a range of health perks.
- Other info: Inclusive workplace with opportunities for personal and professional growth.
- Why this job: Be at the heart of a busy environment and make a real impact.
- Qualifications: Experience in administration, strong organisational skills, and attention to detail.
The predicted salary is between 30000 - 40000 £ per year.
About this opportunity
If you’re someone who thrives on precision, enjoys improving processes, and loves being at the heart of a busy professional services environment, this role is for you.
We’re looking for a proactive, detail‑driven Client Service Administrator to help us deliver consistently excellent service to our internal client‑serving teams and external clients.
You’ll join a small, friendly, high‑performing central team at an exciting moment in Bishop Fleming’s growth journey, as we embed new systems and smarter ways of working.
Responsibilities
- Client onboarding & maintenance: administer client take‑on procedures, ensuring all forms, letters, compliance checks (including AML) are completed accurately and on time.
- Workflow coordination: liaise with client delivery teams to schedule work effectively and deliver promptly.
- Data stewardship: maintain accurate records across Workday and other systems, ensuring information is always up‑to‑date and reliable.
- Continuous improvement: spot opportunities to streamline processes and enhance the service we provide.
- Case management: manage and progress requests through the case‑management system.
- Project support: contribute to process reviews, integrations and documentation updates.
- Workday platform support: assist with administrative tasks to maintain platform effectiveness.
Qualifications / What we’re looking for
- Administration experience in a similar role, ideally within professional services.
- Strong organisational skills, able to manage workload, prioritise and work independently.
- Comfortable with Microsoft Office and learning new systems and technology.
- Excellent attention to detail and passion for maintaining high‑quality data.
- Clear written and verbal communication skills.
- Confidentiality awareness and solid understanding of data‑protection requirements.
- Team player who also enjoys working independently and taking ownership.
- Curious, proactive, and improvement‑minded, always looking for ways to enhance processes and service delivery.
- Experience with Workday or similar systems is desirable.
Benefits
- 25 days holiday plus bank holidays.
- Extra time off at Christmas (we close between Christmas and New Year).
- Hybrid and flexible working.
- Contributory pension scheme.
- Life assurance.
- Critical illness cover.
- Simply Health cashback plan, including access to 24/7 online GP service and counselling services.
- Perkbox discounts and rewards platform with over 4,000 perks and discounts.
- Social events with active social committees.
- Numerous opportunities for development.
We are committed to welcoming new people into an inclusive working environment, where everyone has equal opportunity to reach their full potential.
We support a culture where people are valued and treated with respect, and where differences are understood and celebrated.
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