Client manager Work, Jobs in Queensferry, Fln (with Salaries)

Client Data Administrator (12 month FTC)
TrinityBridge —Northwich
- Overtime
- Computer literacy
- Data entry
- Communication skills
Venue Presentation Manager
CleanEvent Services Ltd —Chester
- £31,000 - £33,000 a year
- Full-time
- Management
- Computer literacy
- Analysis skills
- Store discount
- Health & wellbeing programme
Quick apply
11d
Project Services Contract Manage
A&S Group —Buckley
- £42,500 - £47,500 a year
- Full-time
- First Aid Certification
- Team management
- Travel
Quick apply
3d
Wedding & Events Manager
Hawarden Estate Experience —Hawarden ED
- Up to £35,000 a year
- Weekend availability
- Organisational skills
- Communication skills
- School
- Free parking
- Employee discount
Quick apply
6d
Project Manager (Marketing Agency)
ArmstrongB2B —Chester
- £30,000 - £50,000 a year
- Full-time
- Sales
- Travel
- Budgeting
- Gym membership
Quick apply
9d
Account Manager (Marketing Agency)
ArmstrongB2B —Chester
- £30,000 - £50,000 a year
- Full-time
- Travel
- In-person
- Marketing
- Gym membership
Quick apply
JUNIOR SALES ADVISOR
Verisure Services (UK) Limited —Chester
- £3,800 a month
- Full-time
- Sales
Quick apply
Service Manager
W R Davies Nissan Rhyl —Rhyl
- £37,700 - £60,000 a year
- Full-time
- Customer service
- Supervising experience
- In-person
Quick apply
Customer Service Representative II
Bobrick Washroom Equipment LTD —Connah's Quay
- CAD
- ERP systems
Quick apply
JUNIOR SALES CONSULTANT
Verisure Services (UK) Limited —Chester
- £3,800 a month
- Full-time
Quick apply
Soft Services Contract Manager
CBRE —Chester
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Customer service
Participation Producer (Families & Young People)
National Museums Liverpool —Liverpool
- £33,404 a year
- Full-time
Bookkeeper – Lettings & Estate Agency
Address Sales and Lettings —Chester
- £16,000 - £19,000 a year
- Part-time
- Hybrid work
- QuickBooks
- Communication skills
Quick apply
13d
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
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
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
Team Lead
CSA Group —Hawarden
- Full-time
- Word processing
- Computer literacy
- Engineering
11d
Project Co-ordinator
Creation Group —Oswestry
- £27,000 - £30,000 a year
- In-person
- Communication skills
Quick apply
Conference & Events Coordinator
Ramada Plaza Wrexham —Wrexham
- Weekend availability
- Customer service
- Hotel
- Computer skills
Quick apply
3d
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

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client manager jobs near queensferry, fln

Client Data Administrator (12 month FTC)

TrinityBridge -
Northwich

Apply Now

Job details

Fixed term contract

Qualifications

Financial Conduct Authority guidelines
Computer literacy
Stakeholder liaison
Internal department liaison
Risk management
Data entry
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 queensferry, fln

Client Data Administrator (12 month FTC)

Venue Presentation Manager

Project Services Contract Manage

Wedding & Events Manager

Project Manager (Marketing Agency)

Account Manager (Marketing Agency)

JUNIOR SALES ADVISOR

Service Manager

Customer Service Representative II

JUNIOR SALES CONSULTANT

Soft Services Contract Manager

Participation Producer (Families & Young People)

Bookkeeper – Lettings & Estate Agency

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

Conference and Banqueting Manager

Account Director (Marketing Agency)

Team Lead

Project Co-ordinator

Conference & Events Coordinator

Business Development Executive

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