Client Services 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.

• 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

Please contact Grace Harris, Recruitment Advisor if you would like to discuss this opportunity further.

We welcome applicants seeking flexible working arrangements, including part‑time working or working from home, to support responsibilities such as caring commitments, further study, or interests outside of work.

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.

The more varied our workforce, the broader the expertise within our business. The broader our expertise, the greater our chances of innovation and success. That's why we're committed to equality of opportunity, diversity and inclusion at every level.

As part of our recruitment process and commitment to maintaining a safe and compliant working environment, we conduct background checks on all successful applicants. These checks will include verification of references, confirmation of right to work in the UK, and, where applicable, a standard or enhanced Disclosure and Barring Service (DBS) check. Further details will be provided during the recruitment process.

Please note that we do not accept unsolicited CVs. Submissions will only be reviewed where a role has been briefed by our Talent Acquisition team.