Manager, value creation services, m&a Work, Jobs in Little Budworth, Chs (with Salaries)

Client Data Administrator (12 month FTC)
TrinityBridge —Northwich
- Overtime
- Data entry
- IT
- Financial services
Global Key Account – General Merchandising Manager
New Balance —Warrington
- £141,200 - £223,200 a year
- Full-time
- Hybrid work
- Bachelor's degree
- No degree
- Travel
- Employee discount
- Flexible schedule
Social Value Officer
Equans —Winsford
- Full-time
- Travel
- Annual leave
- Employee assistance programme
Service Manager - Mental Health Services
Independence Support Ltd —Winsford
- From £40,000 a year
- Full-time
- Management
- Supervising experience
- In-person
Quick apply
9d
Social Value Manager
HALTON BOROUGH COUNCIL —Halton
- £47,181 - £50,269 a year
- Free parking
- Employee assistance programme
14d
Project & Operations Manager (part-time contractor)
Mimica —Wrexham
- £30 - £45 an hour
- Part-time
- Hybrid work
- Project management
- Travel
- Organisational skills
- Flexitime
- Work from home
Quick apply
6h
Senior Programme Manager - Crewe
Right to Succeed —Crewe
- £44,720 - £48,332 a year
- Full-time
- Hybrid work
- English
- Project management
- Team management
- Annual leave
- Work from home
Quick apply
3d
Soft Services Contract Manager
CBRE —Chester
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
6d
Strategic Projects - Senior Manager
Homes England —Liverpool
- £59,631 - £69,548 a year
- Full-time
- Hybrid work
- Project management
- Presentation skills
- SharePoint
- Annual leave
- Employee assistance programme
5d
Category Manager
Muller Group —Market Drayton
- Full-time
- Data analysis skills
- Project management
- Travel
- Annual leave
- Employee discount
9d
Area Manager (Career Changer)
Aldi —Neston
- £63,535 - £98,050 a year
- Leadership
9d
General Manager
Spinners Chester —Chester
- Up to £54,000 a year
- Full-time
- Hospitality
- Bar
- Customer service
- Health & wellbeing programme
- Employee assistance programme
Quick apply
10d
Client Development Manager
Sykes Holiday Cottages —Chester
- Up to £50,000 a year
- Full-time
- Sales
- Business development
- Travel
Quick apply
Interior Design & Studio Manager
Hampton House Interiors —Malpas
- £28,567.22 - £58,922.88 a year
- Part-time
- Hybrid work
- AutoCAD
- Project management
- In-person
- Free parking
Quick apply
Training Centre Manager – Apprenticeships & Technical Skills
Cogent Skills —Ellesmere Port
- Full-time
- Hybrid work
- Continuous improvement
- Human resources
- In-person
- Health & wellbeing programme
- Annual leave
Quick apply
12d
Marketing Executive / Social Media Manager / Content Creator
Graham Heath Construction Ltd —Nantwich
- £27,000 - £32,000 a year
- Temporary
- Social media management
- Travel
- Construction experience
- Free parking
Quick apply
14d
Clubhouse Manager
Vicars Cross Golf Club —Chester
- £36,000 - £39,000 a year
- Full-time
- Hospitality
- Bar
- Customer service
- Free parking
- Employee discount
Quick apply
1d
Territory Manager - Oral B - (Cheshire & North Wales)
Procter & Gamble —Chester
- Full-time
- Customer service
- Salesforce
- Microsoft Office
- Employee stock ownership plan
Product Manager - Data Products
Forge Holiday Group Ltd —Chester
- £65,000 - £70,000 a year
- Full-time
- Hybrid work
- Product management
- APIs
- AI
Quick apply
5d
Senior Product Manager - Credit Cards (Engagement & Retention)
Lloyds Banking Group —Chester
- £78,098 - £91,880 a year
- Full-time
- Hybrid work
- Presentation skills
- Product management
- Banking
7d

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manager, value creation services, m&a jobs near little budworth, chs

Client Data Administrator (12 month FTC)

TrinityBridge -
Northwich

Apply Now

Job details

Fixed term contract

Qualifications

Data entry
IT
Financial services
Communication skills

Full job description

Team member of the overall Client Onboarding & Data Maintenance team, part of the Client Operations functions and responsible - for the maintenance of client data on TrinityBridge (and partner) party systems.

The overall Client Onboarding and Data Maintenance team is driven by Front Office (who verify instruction and liaise with our clients), with the Data Maintenance team responsible for validation of instruction, accurate and timely data input and managing workflows. Complete and error-free input will be essential to maintaining strong client relationships.

Key Responsibilities

Accurate and timely validation of client instruction and processing of client static data changes including, but not limited to, change of address, change of bank details, regular payments set up, ongoing fee amendments and online access maintenance.
Daily interaction with internal (and partner) systems adhering to applicable SLAs and workflow management
Adherence to all departmental procedures
Close liaison with other teams and departments across the business to ensure all processes run smoothly and effectively
Document management - ensure documentation is scanned/saved and archived in accordance with department operating procedures
Assist the Operational Risk and Service Management Teams in the resolution of queries
Participation in the Appraisal and Development Scheme
To inform Line Manager of areas of concern and issues that may arise.
Demonstrate the Firm’s Business Principles (Client, Excellence, People & Integrity).

Regulatory responsibilities ¦ Compliance/T&C

Ability to demonstrate an understanding of the regulatory framework relevant to the role, whilst practising effective risk management taking account of outcomes for clients.
Understand, follow and demonstrate compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business. Follow principles and rules of the Financial Conduct Authority (FCA) and the internal requirements set out in the Compliance Manual, local and Group Compliance and Risk policies.

About you | Qualifications, skills and strengths

Previous Financial Services experience, specifically in a Wealth Management business, would be a key advantage, as would experience in working with investment products, wrappers and ‘platforms.’
High levels of accuracy and attention to detail
Ability to work quickly and accurately within very tight deadlines, and prioritise effectively
Good team player with the ability to work on own initiative and willing to respond to varying requests
Flexibility and availability to work overtime during peak workload periods
Excellent communication skills (written and verbal)
IT proficiency
Proactive nature to gain efficiencies
Previous data entry and paperwork checking experience desirable.
Previous customer/client service experience would be an advantage.

At TrinityBridge we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.

We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role.

To avoid any ambiguity around fees, please note that speculative CVs received by TrinityBridge, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you.

#LI-EM1 #LI-SY1 #LI-JJ1

The Company

At TrinityBridge we are all connected by our mission to be a leading UK Wealth Manager, growing trusted client relationships that last for generations.

This strategic clarity provides our people with clear goals and objectives so that everyone understands the role that they play, and how they contribute to our success.

We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients.

We offer a wide range of inclusive benefits that provides our people with all the support they need to find a healthy balance in all aspects of their lives. We also invest in our people and provide an environment where they can bring their whole selves, explore new opportunities and thrive.

We recruit people from all backgrounds and are open to discussing all types of flexible working options, helping our people to balance work and home life and make practical choices for their wellbeing.

We are committed to ensuring our recruitment process is accessible to everyone. We make adjustments for people who have a disability or long-term condition so, if you need a job description or application form in an alternative format, or would like to discuss the recruitment process with us, please get in touch at [email protected] .

Equal Opportunities

As an employer, TrinityBridge is committed to equality and valuing diversity within its workforce. We provide equality of opportunity and will aim to ensure that no employee’s or candidates are subject to discrimination on grounds of any characteristics including but not withstanding gender, gender identity, marital status, sexual orientation, race, colour, nationality, religion, age, disability, working pattern, caring responsibilities, political beliefs.

Apply Now

Refine Your Search

manager, value creation services, m&a jobs in little budworth, chs

Client Data Administrator (12 month FTC)

Global Key Account – General Merchandising Manager

Social Value Officer

Service Manager - Mental Health Services

Social Value Manager

Project & Operations Manager (part-time contractor)

Senior Programme Manager - Crewe

Soft Services Contract Manager

Strategic Projects - Senior Manager

Category Manager

Area Manager (Career Changer)

General Manager

Client Development Manager

Interior Design & Studio Manager

Training Centre Manager – Apprenticeships & Technical Skills

Marketing Executive / Social Media Manager / Content Creator

Clubhouse Manager

Territory Manager - Oral B - (Cheshire & North Wales)

Product Manager - Data Products

Senior Product Manager - Credit Cards (Engagement & Retention)

I want to receive the latest job alerts for manager, value creation services, m&a in little budworth, chs

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