Client services Work, Jobs in Leek, Sts (with Salaries)

Bespoke Client Account Onboarding Executive (12 month FTC)
TrinityBridge —Northwich
- Overtime
- Computer literacy
- Data entry
- Communication skills
Customer Service Advisor
PayStream Accounting Services —Altrincham
- £30,000 a year
- Full-time
- Hybrid work
- Computer literacy
- Salesforce
- Computer skills
- Work from home
Quick apply
Front of House & Patient Co-ordinator
The Nantwich Clinic Ltd —Nantwich
- £26,436.80 - £29,580.00 a year
- Full-time
- Hospitality
- Organisational skills
- Front desk
- Free parking
- Store discount
Quick apply
Receptionist – Part Time
Vets Now —Stoke-on-Trent
- £13.45 an hour
- Part-time
- Front desk
- Cash handling
- Annual leave
JUNIOR SALES ADVISOR
Verisure Services (UK) Limited —Leek
- £3,800 a month
- Full-time
- Sales
Quick apply
Fitness Equipment Sales Executive - North
Staffs Fitness Ltd —Fenton
- £28,000 - £30,000 a year
- Full-time
- Microsoft Powerpoint
- Computer literacy
- English
- Free parking
Quick apply
Sales Development Representative
Ice Comms —Crewe
- £25,000 - £28,000 a year
- Full-time
- CRM software
- Salesforce
- English
- Free parking
- Referral programme
Quick apply
Telesales & Sales Order Processor
The Bakewell Bakery —Bakewell
- £26,500 a year
- Full-time
- Microsoft Office
- Bakery
- Organisational skills
- Free parking
- Employee discount
Quick apply
Part Time Front of House Coordinator
Together —Cheadle
- Full-time
- First Aid Certification
- Front desk
- Communication skills
Quick apply
Seasonal Staff Working with Real Reindeer!
Oakleys Farm —Stoke-on-Trent
- £8.00 - £12.71 an hour
- Temporary
- Serving
- Customer service
- Experience working with children
- Flexitime
Quick apply
1d
Recreational Assistant
Edu-Lettings UK Ltd —Congleton
- Up to £13.25 an hour
- Part-time
- Management
- Front desk
- In-person
- Free parking
- Health & wellbeing programme
Quick apply
6d
Personal Wellbeing Advisor
Change Grow Live —Derbyshire
- £28,557.79 - £32,802.41 a year
- Organisational skills
- Time management
- Employee discount
- Referral programme
9d
Hub Support Worker
Ingeus —Stoke-on-Trent
- £28,755 a year
- Full-time
- Travel
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Field Interviewer - Stafford
the National Centre for Social Research —Leek
- £15.12 an hour
- Part-time
- Hybrid work
- Computer literacy
- English
- Research
- Annual leave
Quick apply
Customer Service Advisor
Barclays —Stoke-on-Trent
- £26,700 a year
- Weekend availability
- Banking
- Life insurance
Public Relations Account Manager
Stone Junction Ltd —Stafford
- £32,000 - £37,000 a year
- Full-time
- Hybrid work
- Writing skills
- Business development
- Travel
- Annual leave
- Flexitime
Quick apply
Sameday Transport Planner
FreightMate Ltd —Macclesfield
- From £26,436 a year
- Full-time
- Microsoft Word
- Writing skills
- Data analysis skills
Quick apply
9d
Receptionist/Administrator
BLZ Limited —Cheadle Hulme
- £24,000 - £28,000 a year
- Full-time
- Microsoft Word
- Computer literacy
- Administrative experience
- Free parking
Quick apply
Sales Executive
WeBuyAnyCar —Congleton
- £28,200 - £35,220 a year
- Rotating shift
- Customer service
- IT
- Communication skills
Quick apply
JUNIOR SALES CONSULTANT
Verisure Services (UK) Limited —Leek
- £3,800 a month
- Full-time
Quick apply

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client services jobs near leek, sts

Bespoke Client Account Onboarding Executive (12 month FTC)

TrinityBridge -
Northwich

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Job details

Fixed term contract

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

client services jobs in leek, sts

Bespoke Client Account Onboarding Executive (12 month FTC)

Customer Service Advisor

Front of House & Patient Co-ordinator

Receptionist – Part Time

JUNIOR SALES ADVISOR

Fitness Equipment Sales Executive - North

Sales Development Representative

Telesales & Sales Order Processor

Part Time Front of House Coordinator

Seasonal Staff Working with Real Reindeer!

Recreational Assistant

Personal Wellbeing Advisor

Hub Support Worker

Field Interviewer - Stafford

Customer Service Advisor

Public Relations Account Manager

Sameday Transport Planner

Receptionist/Administrator

Sales Executive

JUNIOR SALES CONSULTANT

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