client manager Work, Jobs in didsbury, gtm (with Salaries)

Client Data Administrator (12 month FTC)
TrinityBridge —Northwich
- Overtime
- Data entry
- IT
- Financial services
12d
Office Manager
Praxis Real Estate Management Ltd —Manchester
- £30,000 - £33,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Organisational skills
- Employee assistance programme
Quick apply
Fulfilment Manager
SimpliSafe Ltd —Trafford
- £40,000 - £45,000 a year
- Full-time
- Microsoft Office
- Organisational skills
- In-person
- Free parking
- Employee assistance programme
Quick apply
Client Manager
Equilibrium Financial Planning —Wilmslow
- £32,000 - £50,000 a year
- Annual leave
Client Relationship Manager
PayStream Accounting Services —Altrincham
- £30,000 - £45,000 a year
- Full-time
- Hybrid work
- Sales
- Customer service
- Communication skills
- Work from home
Quick apply
2d
Area Cleaning Manager
ServiceMaster (Manchester) —Sale
- £33,600 a year
- Full-time
- Hybrid work
- Management
- Customer service
- No experience needed
- Flexible schedule
- Referral programme
Quick apply
Clinique Boots Stockport 30 hours Counter Manager Lead
Estee Lauder —Stockport
- Customer service
13d
Client Success Manager
PHMG Careers —Manchester
- £36,500 a year
- Monday to Friday
- Customer service
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
8d
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
14d
Administrator
Platinum Recruitment —Manchester
- £26,000 a year
- Hybrid work
14h
Parking Attendant
Parkingeye Limited —Manchester
- £29,192.33 a year
- Full-time
- Customer service
- Human resources
- Organisational skills
Quick apply
Compliance Agent
Phillips & Cohen Associates —Salford
- £27,000 - £29,000 a year
- Full-time
- Hybrid work
- Computer literacy
- IT
- Communication skills
- Free parking
- Employee discount
Quick apply
4d
Account Delivery Manager - National
Procure Plus —Stretford
- From £55,000 a year
- Overtime
- Hybrid work
- 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
4d
Location Manager
Anchor —Droylsden
- £29,870 a year
- Communication skills
- Employee discount
1d
Customer Care Agent
ABM UK —Manchester Airport
- Full-time
- Customer service
- Communication skills
- Employee discount
Quick apply
5d
Customer Experience Team Manager
Beauty Works —Cheadle
- Overtime
- Management
- Customer service
- Hair styling
- Free parking
- Health & wellbeing programme
Quick apply
11d
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
Senior Agile Delivery Manager
HippoDigital —Manchester
- £57,000 - £66,000 a year
- Hybrid work
- Project management
- Agile
- In-person
- Employee discount
Key Client Manager
Rendall & Rittner —Manchester
- Full-time
- Travel
- Leadership
- Employee assistance programme
- Employee discount

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Client Data Administrator (12 month FTC)

TrinityBridge -
Northwich

Apply Now

Job details

Fixed term contract
12 days ago

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

Refine Your Search

client manager jobs in didsbury, gtm

Client Data Administrator (12 month FTC)

Office Manager

Fulfilment Manager

Client Manager

Client Relationship Manager

Area Cleaning Manager

Clinique Boots Stockport 30 hours Counter Manager Lead

Client Success Manager

Client Success Manager

Administrator

Parking Attendant

Compliance Agent

Account Delivery Manager - National

Helpdesk Manager

Location Manager

Customer Care Agent

Customer Experience Team Manager

Customer Success Manager

Senior Agile Delivery Manager

Key Client Manager

I want to receive the latest job alerts for client manager in didsbury, gtm

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