Client manager Work, Jobs in Monton, Gtm (with Salaries)

Client Data Administrator (12 month FTC)
TrinityBridge —Northwich
- Overtime
- Data entry
- IT
- Financial services
Contract Manager
The Dwelling Doctors —Eccles
- £30,000 - £45,000 a year
- Full-time
- Customer service
- Administrative experience
- Travel
Quick apply
2d
Amazon & Ecommerce Manager
Paramount Digital Ltd —St Helens
- £45,000 - £55,000 a year
- Full-time
- Hybrid work
- Leadership
- Free parking
- Health & wellbeing programme
Quick apply
6d
Client Relationship Manager
Pension Pulse —Manchester
- £35,000 - £60,000 a year
- Full-time
- Sales
- Organisational skills
- Communication skills
- Life insurance
Quick apply
6h
TikTok Affiliate Manager
Eventus PR Limited —Manchester
- £30,000 - £36,000 a year
- Full-time
- Hybrid work
- Social media management
- Mentoring
- In-person
- Free parking
Quick apply
Property Manager
Shenton Group —Manchester
- £48,000 - £52,000 a year
- Full-time
- In-person
- Communication skills
- Free parking
Quick apply
Divisonal Planner
Bid Group ltd —Bolton
- From £13.75 an hour
- Full-time
- Maintenance
- Microsoft Office
- Organisational skills
- Free parking
- Health & wellbeing programme
Quick apply
Business Development Manager – DBS & Employment Screening Services
Expert Admin Services —Blackburn
- £35,000 - £50,000 a year
- Full-time
- Sales
- Business development
- Presentation skills
- Free parking
Quick apply
13d
Wellness Services Manager
ByHealthy Wellness Ltd —Manchester
- £40,000 - £56,000 a year
- Full-time
- Supervising experience
- Bachelor's degree
- In-person
- Health & wellbeing programme
Quick apply
10d
Guest Experience, Marketing & Partnerships Manager
Holiday lets —Prestwich
- £35,000 a year
- Part-time
- Hospitality
- Sales
- In-person
- Flexible schedule
Quick apply
Head of Retrofit
Concept —Radcliffe
- From £55,000 a year
- Full-time
- Electrical experience
- Organisational skills
- In-person
Quick apply
12d
Regional Operations Director - Places Leisure
Places for People —Manchester
- £80,000 - £90,000 a year
- Travel
- Contracts
- Leadership
- Annual leave
- Employee discount
Assistant Night Manager - 19:00 Start Monday to Friday
Clarke Transport —Leigh
- £41,865 a year
- Full-time
- Management
- Supervising experience
- In-person
- Free parking
- Store discount
Quick apply
Programme Manager
Redmoor Health —Chorley
- From £35,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Project management
- Travel
- Free parking
- Work from home
Quick apply
7d
Administrator - Parts and Service
Jofson Ltd —Trafford
- Up to £28,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Office
- Annual leave
Quick apply
5d
Junior Asset Manager
FI Real Estate Management —Chorley
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Free parking
- Referral programme
Quick apply
Customer Service Advisor (Temp Maternity Cover)
Kenny Waste Management Ltd —Manchester
- Full-time
- Customer service
- IT
- In-person
- Health & wellbeing programme
- Employee assistance programme
Quick apply
1d
Client Manager
AlphaBiolabs —Warrington
- Up to £30,000 a year
- Full-time
- Hybrid work
- CRM software
- Sales
- Customer service
- Free parking
- Employee assistance programme
Quick apply
6d
Pest Control Area Manager
Clear Pest Control Limited —Manchester
- £38,000 a year
- Full-time
- Management
- Supervising experience
- Organisational skills
Quick apply
9d
Assistant Operations Manager
Advantage NRG Ltd —Chorley
- £45,000 a year
- Full-time
- Travel
- In-person
- Communication skills
Quick apply
14d

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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

Refine Your Search

client manager jobs in monton, gtm

Client Data Administrator (12 month FTC)

Contract Manager

Amazon & Ecommerce Manager

Client Relationship Manager

TikTok Affiliate Manager

Property Manager

Divisonal Planner

Business Development Manager – DBS & Employment Screening Services

Wellness Services Manager

Guest Experience, Marketing & Partnerships Manager

Head of Retrofit

Regional Operations Director - Places Leisure

Assistant Night Manager - 19:00 Start Monday to Friday

Programme Manager

Administrator - Parts and Service

Junior Asset Manager

Customer Service Advisor (Temp Maternity Cover)

Client Manager

Pest Control Area Manager

Assistant Operations Manager

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

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