Sales executive Work, Jobs in Astley (with Salaries)

Bespoke Client Account Onboarding Executive (12 month FTC)
TrinityBridge —Northwich
- Overtime
- Computer literacy
- Data entry
- Communication skills
12d
Sales Executive
PASS ME FAST —Salford
- £25,000 - £60,000 a year
- Full-time
- CRM software
- English
- In-person
- Employee assistance programme
Quick apply
8d
Sales Executive
Chorley Group —Bolton
- £21,000 - £40,000 a year
- Full-time
- CRM software
- In-person
- Communication skills
- Employee discount
- Life insurance
Quick apply
7d
Sales Executive
AR Web Studios —Altrincham
- £24,420 - £30,000 a year
- Full-time
- Sales
- Salesforce
- Business development
Quick apply
Business Management Trainee
VISION VANTAGE —Manchester
- £26,000 - £28,000 a year
- Full-time
- Customer service
- In-person
- Training & development
Quick apply
Venue Sales Executive - Gas & Electricity
ALO Marketing —Manchester
- £50,000 a year
- Full-time
- Hybrid work
- Sales
- Leadership
- Communication skills
- Profit sharing
- Gym membership
Quick apply
Account Manager
Citrus-Lime Limited —Manchester
- £35,000 - £40,000 a year
- Full-time
- CRM software
- In-person
Quick apply
Sales Executive
Charity Link —Bolton
- £26,400 - £55,000 a year
- Full-time
- Communication skills
- Employee discount
- Referral programme
Quick apply
Trainee Account Manager
carloans 365 —Manchester
- £25,000 - £32,500 a year
- Full-time
- Sales
- Customer service
- Organisational skills
- Employee assistance programme
Quick apply
6d
Senior Field Sales Executive
THE MARKUP GROUP —Manchester
- £35,000 - £45,000 a year
- Full-time
- Hybrid work
- Sales
- Microsoft Office
- Business development
- Work from home
- Employee discount
Quick apply
10d
Conference Sales Executive
Britannia hotels No2 Limited —Manchester
- Full-time
- CRM software
- Sales
- Hotel
- Employee discount
- Referral programme
Quick apply
Business Sales Executive
Festive Lights Ltd —Chorley
- £26,500 a year
- Full-time
- CRM software
- Business development
- Organisational skills
- Free parking
- Health & wellbeing programme
Quick apply
Sales Executive
Vertu Motors —Bolton
- £27,000 - £45,000 a year
- 8 hour shift
- Sales
- Customer service
Quick apply
1d
Internal Sales Coordinator (B2B) Full Time
M Barnwell Services —Manchester
- £24,500 - £33,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Outlook
- Computer literacy
Quick apply
6d
Sales Consultant
RZBROS LIMITED —Manchester
- £32,000 - £35,200 a year
- Full-time
- CRM software
- Customer service
- English
Quick apply
Senior Account Manager SMB, Uber Eats
Uber —Manchester
- Full-time
- Hybrid work
- English
- Travel
- In-person
12d
Sales Operations Executive
Scorpion Automotive —Chorley
- £28,000 a year
- Full-time
- Computer skills
- Communication skills
- Free parking
- Health & wellbeing programme
Quick apply
5d
Asset Account Manager (Wealth Managment)
Let Property —Manchester
- £30,000 - £50,000 a year
- Full-time
- Sales
- Administrative experience
- Organisational skills
Quick apply
Sales Executive
Swansway Garages —Bolton
- £55,000 a year
- Full-time
- Sales
- Customer service
- Communication skills
- Employee assistance programme
- Employee discount
Sales Executive
Alpi UK Limited —Manchester Central
- £36,000 - £40,000 a year
- Full-time
- CRM software
- Sales
- Business development
- Free parking
- Store discount
Quick apply
13d

I want to receive the latest job alerts for sales executive in astley

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Bespoke Client Account Onboarding Executive (12 month FTC)

TrinityBridge -
Northwich

Apply Now

Job details

Fixed term contract
12 days ago

Qualifications

Financial Conduct Authority guidelines
Document control
Computer literacy
Stakeholder liaison
Internal department liaison
Risk management
Data entry
Document management
Communication skills
Client onboarding compliance checks

Full job description

Role overview

Team member of the Client Onboarding & Data Maintenance team, part of the Client Operations functions and responsible for client onboarding and client data maintenance.
The overall client onboarding team is driven by front office (who verify AML and complete Client Due Diligence), with the client onboarding divisions responsible for validation of instruction, associated client communication, third party administration, accurate and timely data input and managing workflow. Complete and error-free input will be essential to establishing new relationships on the right footing.

Key responsibilities

Accurate and timely processing of new business for new and existing clients. This includes but is not limited to validation of client instruction, new client/account set ups, online access set up, ongoing fee shapes/structures, reporting pack settings, income preferences, bank account recording, LEI application, initiation of cash and asset transfers, and all other applicable data items
Daily interaction with Xplan, PULSE, Symphony, Fusion and Third Party 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 Incident Management 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 experience of operational processes in wealth manager or private client asset management practices would be a key advantage, as would experience in working with investment products, wrappers and ‘platforms’ and cash/asset transfers
Accuracy and attention to detail
Effective prioritisation
Ability to work quickly and accurately within very tight deadlines
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 skills
Proactive nature to gain efficiencies

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

Apply Now

Refine Your Search

sales executive jobs in astley

Bespoke Client Account Onboarding Executive (12 month FTC)

Sales Executive

Sales Executive

Sales Executive

Business Management Trainee

Venue Sales Executive - Gas & Electricity

Account Manager

Sales Executive

Trainee Account Manager

Senior Field Sales Executive

Conference Sales Executive

Business Sales Executive

Sales Executive

Internal Sales Coordinator (B2B) Full Time

Sales Consultant

Senior Account Manager SMB, Uber Eats

Sales Operations Executive

Asset Account Manager (Wealth Managment)

Sales Executive

Sales Executive

I want to receive the latest job alerts for sales executive in astley

Related Searches

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected