Account manager Work, Jobs in Oldham, Gtm (with Salaries)

Bespoke Client Account Onboarding Executive (12 month FTC)
TrinityBridge —Northwich
- Overtime
- Computer literacy
- Data entry
- Communication skills
Accounts Manager
Primeseal Roofing Limited —Oldham
- £30,000 - £35,000 a year
- Full-time
- In-person
- Communication skills
Quick apply
10d
Sales Support Executive
Techology Powered Services Ltd —Oldham
- Hybrid work
- Annual leave
- Employee assistance programme
Quick apply
Account Manager – Oldham
Barlows —Oldham
- £31,000 a year
- Full-time
- Microsoft Excel
- Computer literacy
- Data entry
- Annual leave
Trainee Account Executive (HF13537413)
Flourish —Oldham
- £30,000 - £35,000 a year
- Full-time
Quick apply
Business Development Manager (BDM) - Oldham - Circa 41k Package- 53k OTE Uncapped
Yell Ltd —Oldham
- £35,875 - £53,000 a year
- Full-time
- Business development
- Presentation skills
- Referral programme
Quick apply
Business Development Manager - Fire Systems
The Sheridan Group —Manchester
- £55,000 - £70,000 a year
- Full-time
- Business development
- Contracts
- In-person
Quick apply
2d
Business Development Manager (BDM) - Manchester - Circa 41k Package- 53k OTE Uncapped
Yell Ltd —Manchester
- £35,875 a year
- Full-time
- Business development
- In-person
- Referral programme
Quick apply
Global Key Account – General Merchandising Manager
New Balance —Warrington
- £141,200 - £223,200 a year
- Full-time
- Hybrid work
- Merchandising
- Bachelor's degree
- Team management
- Employee discount
- Flexible schedule
Business Development Executive
Purely Energy Ltd —Warrington
- £26,000 - £35,000 a year
- Full-time
- CRM software
- Business development
- In-person
- Free parking
- Referral programme
Quick apply
11d
Junior Account Manager
LOGISTIS LIMITED —Manchester
- £26,000 - £28,000 a year
- Part-time
- Marketing
- In-person
- Business
- Referral programme
Quick apply
6d
Internal Account Manager
Saint-Gobain —Oldham
- Full-time
- Hybrid work
- Salesforce
- Health & wellbeing programme
- Employee discount
Quick apply
2d
Senior Account Manager
Pion —Manchester
- Full-time
- Remote
- Salesforce
- Presentation skills
- AI
- Annual leave
- Employee discount
Quick apply
Trainee Account Executive (HF1353733)
Flourish —Stockport
- £30,000 - £35,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Customer service
Quick apply
Commercialisation Account Manager
Marketing and Commercialisation Agency —Manchester
- From £30,000 a year
- Full-time
- CRM software
- Business development
- Travel
- Annual leave
Quick apply
14d
Key Account Advisor
Kenny Waste Management Ltd —Manchester
- Full-time
- CRM software
- Computer literacy
- Writing skills
- Employee assistance programme
- Employee discount
Quick apply
14d
Outbound Telesales - Account Manager - Freight Forwarding
LGL WORLDWIDE LOGISTICS —Blackburn
- £25,000 - £35,000 a year
- Full-time
- Customer service
- Business development
- In-person
- Free parking
- Referral programme
Quick apply
11d
Customer Account Manager
Evlo —Oldham
- Financial services
- Communication skills
- Employee discount
Quick apply
10d
Business Development Manager (BDM) - Circa 41k Package- 53k OTE Uncapped
Yell Ltd —Salford
- £35,875 a year
- Full-time
- Business development
- Presentation skills
- Referral programme
Quick apply
Sales Manager - Wholesale, Pharmacy & B2B/B2C
LPG CLINICS WHOLESALE LTD —Shepley
- £40,000 - £49,000 a year
- Full-time
- CRM software
- Business development
- Analysis skills
- Free parking
- Employee discount
Quick apply

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account manager jobs near oldham, gtm

Bespoke Client Account Onboarding Executive (12 month FTC)

TrinityBridge -
Northwich

Apply Now

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

account manager jobs in oldham, gtm

Bespoke Client Account Onboarding Executive (12 month FTC)

Accounts Manager

Sales Support Executive

Account Manager – Oldham

Trainee Account Executive (HF13537413)

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

Business Development Manager - Fire Systems

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

Global Key Account – General Merchandising Manager

Business Development Executive

Junior Account Manager

Internal Account Manager

Senior Account Manager

Trainee Account Executive (HF1353733)

Commercialisation Account Manager

Key Account Advisor

Outbound Telesales - Account Manager - Freight Forwarding

Customer Account Manager

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

Sales Manager - Wholesale, Pharmacy & B2B/B2C

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