Central Client Service Administrator

Bishop Fleming Chartered Accountants

Client Service Administrator responsible for onboarding clients and maintaining data accuracy at Bishop Fleming, a professional services firm. Streamlining processes and ensuring effective service delivery to internal teams and clients.

Posted 7/8/2026full-timeBristol • 🇬🇧 United KingdomMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

Administration experience in a similar role, ideally within professional services.
Strong organisational skills with the ability to manage your own workload, prioritise effectively, and work independently when needed.
Comfortable using Microsoft Office and learning new systems and technology.
Excellent attention to detail and a passion for maintaining high quality data.
Clear communication skills, both written and verbal.
Confidentiality awareness and a solid understanding of data protection requirements.
A 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

Comp & perks

25 days holiday, plus bank holidays
Extra time off at Christmas - in addition to your annual leave entitlement, we close between Christmas and New Year
Hybrid and flexible working
A 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 that plan internal and external events
Numerous opportunities for development

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Administration ExperienceCase ManagementProcess ImprovementCompliance ChecksData Management

Soft Skills

Clear CommunicationTeam PlayerProactive MindsetCuriosityConfidentiality Awareness