Client manager Work, Jobs in Malpas, Chs (with Salaries)

Financial Services Operations Administrator
TrinityBridge —Northwich
- Overtime
- Computer literacy
- Data entry
- Communication skills
Project Co-ordinator
Creation Group —Oswestry
- £27,000 - £30,000 a year
- Full-time
- In-person
- Communication skills
Quick apply
Conference & Events Coordinator
Ramada Plaza Wrexham —Wrexham
- Weekend availability
- Customer service
- Hotel
- Computer skills
Quick apply
9d
Project Manager (Marketing Agency)
ArmstrongB2B —Chester
- £30,000 - £50,000 a year
- Full-time
- Sales
- Travel
- Budgeting
- Gym membership
Quick apply
Wedding & Events Manager
Hencote Estate —Shrewsbury
- From £35,000 a year
- Weekend availability
- Hospitality
- Hotel
- Business development
Quick apply
Administrative Assistant
GreatPride Care Limited —Shrewsbury
- £13.30 an hour
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Google Suite
- Free parking
- Flexible schedule
Quick apply
Contracts Manager – Property & Grounds Maintenance
Deeside Management Services LTD (DMS) —Sandycroft
- £35,000 - £40,000 a year
- Full-time
- English
- Supervising experience
- Team management
- Free parking
Quick apply
4d
Assistant Manager/Senior Sales Negotiator
Halls Holdings Group —Whitchurch
- From £30,000 a year
- Full-time
- Business development
- Mentoring
- In-person
- Free parking
Quick apply
1d
Account Manager (Marketing Agency)
ArmstrongB2B —Chester
- £30,000 - £50,000 a year
- Full-time
- Travel
- In-person
- Marketing
- Gym membership
Quick apply
Bookkeeper – Lettings & Estate Agency
Address Sales and Lettings —Chester
- £16,000 - £19,000 a year
- Part-time
- Hybrid work
- QuickBooks
- Communication skills
Quick apply
Account Director (Marketing Agency)
ArmstrongB2B —Chester
- £40,000 - £80,000 a year
- Full-time
- Up to 50% travel
- Business development
- Team management
- Gym membership
Quick apply
Sales Negotiator
Wright Marshall Estate Agents —Nantwich
- From £27,500 a year
- Full-time
- CRM software
- Customer service
- Administrative experience
Quick apply
4d
Conference and Banqueting Manager
Brook Mollington Banastre Hotel and Spa —Chester
- £25,600 a year
- Part-time
- Customer service
- Hotel
- Organisational skills
- Gym membership
Quick apply
JUNIOR SALES ADVISOR
Verisure Services (UK) Limited —Chester
- £3,800 a month
- Full-time
- Sales
Quick apply
Senior Talent Partner (12-month Fixed Term Contract - Maternity Cover)
Croud —Shrewsbury
- £57,500 - £62,500 a year
- Hybrid work
- Presentation skills
- Continuous improvement
- Team management
- Life insurance
Quick apply
JUNIOR SALES CONSULTANT
Verisure Services (UK) Limited —Chester
- £3,800 a month
- Full-time
Quick apply
Events Manager
Carden Park Hotel —Chester
- Up to £29,000 a year
- Weekend availability
- Customer service
- Hotel
- Guest services
- Free parking
- Employee assistance programme
Quick apply
4d
Occupational Health Administrator Full Time
JRL OHS —Ellesmere Port
- From £12.71 an hour
- Full-time
- Microsoft Word
- Microsoft Outlook
- English
Quick apply
9d
Business Development Manager (BDM) - Chester - Circa 41k Package- 53k OTE Uncapped
Yell Ltd —Chester
- £35,875 a year
- Full-time
- Business development
- Presentation skills
- Referral programme
Quick apply
Equine Events Assistant
Reaseheath College —Nantwich
- £25,823 a year
- Weekend availability
- Annual leave
- Employee assistance programme
16h

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client manager jobs near malpas, chs

Financial Services Operations Administrator

TrinityBridge -
Northwich

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Job details

Fixed term contract

Qualifications

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

Full job description

Team member of the Client Onboarding & Data Maintenance team, part of the Client Operations functions and responsible for client onboarding and client data maintenance. This covers both TrinityBridge and Third Party (custody).

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, liaising with our third party administration team, accurate and timely data input and managing workflows. 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/portfolio set ups, online access set up, ongoing fee shapes/structures, reporting pack settings, income preferences, bank account recording and all other applicable data items including associated client contact
Accurate and timely processing of existing client static data changes, including, but not limited to, change of address, change of bank details, ongoing fee amendments and online access maintenance. This includes associated client contact
Daily interaction with internal 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 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

Apply Now

Refine Your Search

client manager jobs in malpas, chs

Financial Services Operations Administrator

Project Co-ordinator

Conference & Events Coordinator

Project Manager (Marketing Agency)

Wedding & Events Manager

Administrative Assistant

Contracts Manager – Property & Grounds Maintenance

Assistant Manager/Senior Sales Negotiator

Account Manager (Marketing Agency)

Bookkeeper – Lettings & Estate Agency

Account Director (Marketing Agency)

Sales Negotiator

Conference and Banqueting Manager

JUNIOR SALES ADVISOR

Senior Talent Partner (12-month Fixed Term Contract - Maternity Cover)

JUNIOR SALES CONSULTANT

Events Manager

Occupational Health Administrator Full Time

Business Development Manager (BDM) - Chester - Circa 41k Package- 53k OTE Uncapped

Equine Events Assistant

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