Client Services Administrator

About the role

This is a part-time, client-facing role that demands professionalism, commercial awareness, and the ability to manage complex administrative processes with precision. The successful candidate will be required to work three days a week, with Tuesday and Friday being fixed days. This is a fully office-based role across the three days. Core Responsibilities Serve as the primary point of contact for clients across all inbound channels, delivering accurate, timely, and professional responses that reflect the firm's reputation for excellence. Own and manage the shared inbox, triaging communications effectively, resolving queries at first point of contact where possible, and ensuring no client is left waiting. Proactively manage the records request process from pre-year-end planning through to receipt of records, attending weekly accounts production meetings and following up any queries. Manage the end-to-end client onboarding process, from initial sign-up through to full system integration. This includes adding new clients to all relevant platforms (TaxCalc, Karbon, Xama, Client Window, and Inform Direct), configuring all associated workflows within Karbon, and issuing welcome communications. Responsibilities also encompass gathering any outstanding client information, completing required HMRC registrations, and submitting applications for agent authorisation. Take ownership of client data integrity across all internal systems and relevant departments, ensuring records are accurate, compliant, and up to date at all times. Represent the firm at reception, creating a strong first impression and delivering a consistently high standard of in-person client experience. Act as a flexible operational resource across departments, providing high-quality administrative support where priorities demand it. Qualifications and Experience A formal qualification is not a prerequisite, but you will bring demonstrable experience in a professional services environment, ideally within accountancy, legal, financial services, or a similarly regulated sector. You will be comfortable navigating compliance frameworks, managing sensitive client data, and working to tight deadlines across multiple workstreams simultaneously. Key Competencies Polished written and verbal communication skills, with the confidence to engage with clients and senior stakeholders at all levels. Strong working knowledge of professional office environments and the standards expected within a regulated firm. Exceptional attention to detail, particularly when handling compliance documentation, legal paperwork, and client records. A proactive, self-directed working style with the ability to manage competing priorities and meet deadlines without close supervision. Sound commercial awareness and the interpersonal skills to build lasting client relationships and contribute to client retention. Adaptability and a genuine commitment to supporting colleagues and clients as business needs evolve. What Success Looks Like In this role, it's not just task completion that's important - but also the quality of the client relationships you build and maintain, the accuracy and compliance of the work you produce, and your ability to operate as a trusted, dependable member of a close-knit professional team. You will take ownership of your workload, communicate proactively, and bring a level of professionalism and pride to everything you do.

Requirements

• Ability to reliably commute to Sale M33 6WT (required)
• GCSE or equivalent (required)
• 3 years' professional office experience (required)
• Fluent English, written and spoken (required)
• Right to work in the United Kingdom (required)
• About BWP Inspire
• Our culture is warm, close-knit and genuinely people-first. We are proud members of the B1G1 giving community and take our responsibilities to clients, colleagues and the wider community seriously.
• BWP Inspire | Charter Buildings,

Benefits

Additional Information

Part-Time, Permanent | Sale, M33 6WT | £14.73 per hour | £27,000 pro rata Hours : 3 days per week - Tuesday and Friday fixed Location : Fully office-based | Charter Buildings, 9 Ashton Lane, Sale Pay : £14.73 per hour | £27,000 pro rata Job Type: Permanent Start : As soon as possible

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