Client manager Work, Jobs in Ashton Under Lyne, Gtm (with Salaries)

Client Data Administrator (12 month FTC)
TrinityBridge —Northwich
- Overtime
- Data entry
- IT
- Financial services
Customer Success Manager
Street Group —Manchester
- £27,000 - £33,000 a year
- Full-time
- Hybrid work
- English
- Communication skills
- Work from home
- Flexible schedule
Quick apply
Client Success Manager
PHMG Careers —Manchester
- £36,500 a year
- Monday to Friday
- Customer service
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Business Development Manager
We Have a Meeting —Manchester
- £30,000 - £60,000 a year
- Full-time
- Sales
- English
- Business development
- Annual leave
- Employee discount
Quick apply
Project Co-ordinator
Procure Plus —Stretford
- £30,000 - £33,700 a year
- Overtime
- Hybrid work
- Management
- Project management
- Construction
- Free parking
- Health & wellbeing programme
Quick apply
Helpdesk Manager
Armstrong Building and Maintenance Limited —Heywood
- £37,500 - £40,000 a year
- Full-time
- Management
- Maintenance
- In-person
Quick apply
13d
Client Success Manager
Hillsgreen —Holmes Chapel
- £32,000 - £36,000 a year
- Full-time
- Hybrid work
- Sales
- Organisational skills
- In-person
- Free parking
- Annual leave
Quick apply
Business Development Manager
Perch Group —Manchester
- £60,000 - £70,000 a year
- Full-time
- Hybrid work
- Microsoft Office
- Business development
- Project management
- Health & wellbeing programme
- Sick pay
Quick apply
6d
Receptionist
LAH Property Marketing —Manchester
- £28,509 a year
- Full-time
- Microsoft Office
- Front desk
- Communication skills
- Referral programme
Quick apply
Junior Account Manager
LOGISTIS LIMITED —Manchester
- £25,000 - £27,000 a year
- Part-time
- Sales
- Marketing
- Customer service
- Referral programme
Quick apply
Sales Executive - Manchester
Corinthian Sports —Manchester
- £30,000 - £50,000 a year
- Full-time
- Organisational skills
- In-person
- Employee discount
- Referral programme
Quick apply
12d
Trainee Negotiator
Bloom Manchester —Manchester
- From £26,500 a year
- Overtime
- Business development
- In-person
- Communication skills
- Free parking
- Referral programme
Quick apply
6d
Head of Client Account Management
Let Property —Salford
- From £55,000 a year
- Full-time
- Management
- In-person
- Leadership
- Free parking
- Referral programme
Quick apply
11d
Bid Manager
Perch Group —Manchester
- £35,000 - £40,000 a year
- Full-time
- Hybrid work
- Microsoft Office
- Project management
- Financial services
- Health & wellbeing programme
- Sick pay
Quick apply
13d
Product Development Manager
MetroRod Ltd —Macclesfield
- £70,000 - £95,000 a year
- Full-time
- Azure
- Management
- Product management
- Annual leave
- Employee assistance programme
Quick apply
6d
Customer Service Representative
YPP Lettings & Management Company Limited —Manchester
- £25,610.65 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Sales
- Sick pay
Quick apply
2d
Junior Operations Manager
Bloom Manchester —Manchester
- £30,000 - £33,000 a year
- Full-time
- Management
- Supervising experience
- Bachelor's degree
- Health & wellbeing programme
- Annual leave
Quick apply
4d
Deputy Manager
Monica Vinader —Manchester
- Management
- Travel
- Communication skills
Quick apply
Operations Administrator Scheduler
Drainage Consultants Limited —Stockport
- Up to £28,000 a year
- Full-time
- Administrative experience
- Analysis skills
- Driving
Quick apply
4d
Quality Assurance Specialist
ELS Recruitment Ltd —Heywood
- £40,000 - £56,000 a year
- Full-time
- Analysis skills
- Bachelor's degree
- Quality control
- Free parking
Quick apply

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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

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client manager jobs in ashton under lyne, gtm

Client Data Administrator (12 month FTC)

Customer Success Manager

Client Success Manager

Business Development Manager

Project Co-ordinator

Helpdesk Manager

Client Success Manager

Business Development Manager

Receptionist

Junior Account Manager

Sales Executive - Manchester

Trainee Negotiator

Head of Client Account Management

Bid Manager

Product Development Manager

Customer Service Representative

Junior Operations Manager

Deputy Manager

Operations Administrator Scheduler

Quality Assurance Specialist

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