Bishop Fleming Chartered Accountants

Client Services Representative

• Client onboarding & maintenance: administering client take‑on procedures, ensuring all forms, letters, and compliance checks (including AML) are completed accurately and on time.
• Workflow coordination: liaising with client delivery teams to ensure work is scheduled effectively and delivered promptly.
• Data stewardship: maintaining accurate records across Workday and other systems, ensuring information is always up‑to‑date and reliable.
• Continuous improvement: spotting opportunities to streamline processes and enhance the service we provide.
• Case management: managing and progressing requests through the case management system.
• Project support: contributing to process reviews, integrations and documentation updates.
• Workday platform support: assisting with administrative tasks to maintain platform effectiveness.

Central Client Service Administrator