Jobs
>
Cheltenham

    Client Service Administrator - Cheltenham, United Kingdom - Bishop Fleming

    Default job background
    Permanent
    Description

    Description

    Location: Cheltenham

    About the role

    We're currently seeking a central Client Services Administrator to work across our Accountancy & Advisory Service ensuring efficiency and consistency of service delivery to the team and our clients.

    This is a great opportunity for a self-starter who has a keen eye for detail and an interest in continually looking for ways to improve both the service they provide the firm and the work they carry out in the team.

    Working as part of a perfectly formed, friendly central team you will be joining at an exciting time in Bishop Flemings growth journey as we're looking to introduce new systems to make us more effective in the way we operate.

    Day to day responsibilities will include:

  • Administering the client take on and maintenance procedures, ensuring relevant forms are completed, letters are issued, and systems are kept up to date, including anti money laundering checks
  • Liaising with client delivery team to ensure all work is properly scheduled and delivered on time
  • Administering the client disengagement procedures, ensuring relevant forms are completed, letters are issued, and systems are kept up to date
  • About you

  • You'll have demonstrable experience of working in a similar Administration role
  • Strong administration skills are a necessity
  • Advanced IT skills with a good working knowledge of MS office
  • Strong organisation and communication skills (both verbal and written)
  • Self-motivated and ability to prioritise and progress own workload
  • Excellent attention to detail
  • High level of regard for confidentiality
  • Good understanding of data protection requirements
  • Professional services experience is desirable
  • Why Bishop Fleming?

    Bishop Fleming is an independent leading provider of audit, accountancy, tax, and advisory services in the UK. With a turnover of £38.4m, the firm saw growth of 15.5% per cent over the last 12 months.

    From owner-managed businesses, SMEs, and large businesses; to entrepreneurs and private individuals; Bishop Fleming has a wealth of knowledge and experience in areas such as internal and external audit, corporate and personal tax, corporate finance and deals and accounting services.

    Bishop Fleming is currently ranked 33 in the Accountancy Age league table and is the number one provider of audit services multi-academy trusts in the academy sector. The firm was also ranked fifth in the inaugural UK Accountancy Age Mid-Tier Power Index.

    With 8 offices spanning from the West Midlands to the South West, the firm has 43 partners and nearly 500 staff, and is a certified Great Place to Work.

    Bishop Fleming is a member of Kreston Global, a global network of independent accounting firms in more than 100 countries.

    If that's not enough, we offer a fantastic range of benefits including:

  • 25 days holiday plus bank holidays plus Christmas off
  • Hybrid working
  • A contributory Pension scheme
  • Life assurance
  • Simply Health cashback plan including access to 24/7 online GP service and counselling services
  • Perkbox discounts and rewards platform with over 4,00 perks and discounts
  • Yulife employee wellbeing app
  • Social events with active social committees that plan internal and external events
  • Numerous opportunities for development


  • Arjo Gloucestershire, United Kingdom

    **Empowering careers at ARJO** · **At Arjo, we know what moves us. We go above and beyond for people facing mobility challenges. We take every opportunity to work and grow as one team and take pride in sharing our knowledge and experience. Does that sound like something that move ...


  • CGT Stays Ltd Cheltenham, United Kingdom Full time

    We are currently expanding and are now recruiting for a new Full time Customer Service Administrator to join our team. You will be office based in our central location in Cheltenham. · This is a varied role where you will take care of the day to day reservations, new bookings, ch ...


  • DSP Photography Ltd Cheltenham, United Kingdom

    **OBJECTIVE** · We require a full time Customer Services Administrator for our growing school's photography business based in Winchcombe. · You are partly responsible for the Sales Office, ensuring all activities are organised, planned for, and completed, all in line with company ...


  • mbf. Cheltenham, United Kingdom

    We are working with a very successful Financial Planning/Wealth Management organisation in the centre of Cheltenham to recruit a Financial Services Administrator. The company are highly regarded and have won multiple awards, they have a national presenceand offices across the UK. ...


  • A&E Fire and Security Ltd Cheltenham, United Kingdom

    A&E Fire and Security is a specialist in the fire and security industry installing and maintaining fire and security equipment and systems to a wide variety of new and existing customers throughout the South West, Midlands, South Wales and M4 Corridor to London. · We pride oursel ...


  • Charles Russell Speechlys Cheltenham, United Kingdom

    Role and Responsibilities (this is a broad but not exhaustive list) · Customer Service: · - Able to develop solutions to ensure an exceptional service is provided at all times. · - Consistently and appropriately update service users on progress and status of tasks where appropria ...


  • A&E Fire and Security Ltd Cheltenham, United Kingdom

    A&E Fire and Security is a specialist in the fire and security industry installing and maintaining fire and security equipment and systems to a wide variety of new and existing customers throughout the South West, Midlands, South Wales and M4 Corridor to London. · We pride oursel ...


  • JUICE RECRUITMENT Cheltenham, United Kingdom

    Juice are excited to be working with an excellent company based in Cheltenham to recruit for a full-time Administration Customer Service Assistant for their offices in Cheltenham. · The company is one of the largest installers of renewable energy systems in the South West of Engl ...


  • Attivo Group Cheltenham, United Kingdom

    **Client Services/Customer Service Administrator - (hybrid working)** · * · Are you working in Financial Services currently and looking for a new challenge? Do you have excellent customer service skills and are confident speaking to clients? Are you looking for a business that wi ...


  • Benefact Group Cheltenham, United Kingdom

    **Duration**:Permanent · **Hours**: Monday-Friday 9.00am-5.15pm · **Division**:Client Services · **Location**:Cheltenham · **About the role***: · We have an exciting opportunity for an **Client Services Administrator **to join our business **Lansdown Insurance Brokers** in **Chel ...


  • Attivo Group Cheltenham, United Kingdom

    **Client Services/Customer Service Administrator - (hybrid working)** · * · Are you working in Financial Services currently and looking for a new challenge? Do you have excellent customer service skills and are confident speaking to clients?? Are you looking for a business that w ...


  • Cotswold Architectural Products Ltd Cheltenham, United Kingdom Full time

    **Name** · **Job title** _Customer Services Administrator Assistant _ · **Reports to** _General Manager _ · **Job purpose** · To provide a proactive and efficient customer service to external customers, maintain and build strong relationships, encouraging continued business. · ** ...


  • JUICE RECRUITMENT Cheltenham, United Kingdom

    Juice are excited to be working with an excellent company based in Cheltenham to recruit for a full-time Administration Customer Service Assistant for their offices in Cheltenham. · The company is one of the largest installers of renewable energy systems in the South West of Engl ...


  • Attivo Group Cheltenham, United Kingdom

    **Are you working in Financial Services currently and looking for a new challenge? Do you have excellent customer service skills and are confident speaking to clients?? Are you looking for a business that will invest in your future and support yourdevelopment? If so, keep reading ...


  • Gloucestershire Health and Care NHS Foundation Trust Cheltenham, United Kingdom

    The Gloucestershire children's therapy services are seeking administrators to join our team supporting Occupational Therapy and Speech & Language Therapy. Full and part time hours are available. · The team offers regular supervision and training will be provided in order to use t ...


  • PKL Group Cheltenham, United Kingdom

    **The Company** · PKL, a division of Lowe Rental, is the leading commercial catering equipment and cloud kitchen supplier to both public and private sector clients across the globe. With over 35 years' experience, our unique culture is built on people, from motivating and develop ...


  • RE Recruitment Cheltenham, United Kingdom

    **Graduate Customer Service Administrator-Fluent in German** · - Cheltenham (opportunity for 2 days pw from home after probation) · - 8.30am-5pm/9am-5pm, Monday-Friday · - £25,250 starting (Package worth £30k based on business performance) · - Are you a bilingual graduate fluent ...


  • Legal & Medical Investments Ltd Cheltenham, United Kingdom

    **Job description** · We are looking for an ambitious, efficient and conscientious individual to join our team, providing support to the independent financial advisers within the company to ensure that our clients are given a high level of continuing service. · We are a growing c ...


  • Forever Green Energy Cheltenham, United Kingdom

    Forever Green Energy is one of the largest installers of renewable energy systems in the South West of England. We deal mainly with domestic customers and help them with the design and installation of solar PV systems. · **Key Responsibilities**: · Generation of installation pape ...


  • Legal & Medical Investments Ltd Cheltenham, United Kingdom

    **Job description** · We are looking for an ambitious, efficient and conscientious individual to join our team, providing support to the independent financial advisers within the company to ensure that our clients are given a high level of continuing service. · We are a growing c ...