Client Service Administrator

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 and detail‑driven Client Service Administrator to help us deliver a consistently excellent service to our internal client serving teams and clients. You’ll be joining a small, friendly, high performing central team at an exciting moment in Bishop Fleming’s growth journey, as we continue to embed new systems and smarter ways of working. A key part of your role will be working daily within Workday, our core business system supporting our Opportunity to Cash (OTC) process.

You’ll play an important part in maintaining high‑quality data, ensuring workflows run smoothly, and helping the firm get the best out of the platform. This role is ideal for someone who enjoys ownership, is passionate about data quality, and is always looking for ways to make processes smoother, faster, and more effective.

• 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.

• 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.

We are an award‑winning certified Great Place to Work provider of Audit, Accountancy, Tax and Advisory services in the South West and West Midlands. With a turnover of £48m, we saw growth of almost 15% over the last 12 months. We are also currently ranked fifth in the Accountancy Age Mid‑Tier Power Index and are the largest provider of audit services to multi‑academy trusts in the academy sector.

From owner‑managed businesses, SMEs, and large businesses; to entrepreneurs and private individuals; we offer full services across a diverse range of sectors. With 9 offices, just under 60 partners, and over 500 people, we have the capability and capacity to meet our clients’ needs. From owner‑managed businesses to large businesses we have the full‑service expertise to advise our clients. We are also a member of Kreston Global, a global network of independent accounting firms in more than 100 countries.

• 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

We welcome applicants seeking flexible working arrangements, including…