Account executive Work, Jobs in Skelmersdale, Lan (with Salaries)

Bespoke Client Account Onboarding Executive (12 month FTC)
TrinityBridge —Northwich
- Overtime
- Computer literacy
- Data entry
- Communication skills
New Business Executive – (Client Acquisition)
ACI Reports —Skelmersdale
- £30,000 - £35,000 a year
- Full-time
- CRM software
- Business development
- Travel
Quick apply
Senior Content Executive
Paramount Digital Ltd —St Helens
- £28,000 - £32,000 a year
- Full-time
- Mentoring
- Organisational skills
- In-person
- Health & wellbeing programme
- Work from home
Quick apply
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
10d
Sales Advisor
PHS Group —Skelmersdale
- £26,000 a year
- Full-time
- CRM software
- Organisational skills
- Communication skills
- Free parking
- Employee discount
12d
Desk Based Account Manager
ARO —Liverpool
- £30,000 - £33,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Communication skills
- Time management
- Employee assistance programme
Quick apply
8d
Outbound Telesales Advisor
PHS Group —Skelmersdale
- £29,000 a year
- Full-time
- Communication skills
- Free parking
- Employee discount
Client Solutions / Business Development Consultant (Speaker Bureau)
Raise The Bar —Prescot
- £36,000 - £38,000 a year
- Full-time
- Hybrid work
- Business development
- Contracts
- Communication skills
Quick apply
Outbound Sales Executive (Desk Based)
SME Digital Solutions Ltd - TA BT Local Business Lancs, Cumbria & Calderdale —Preston
- £26,500 - £52,000 a year
- Full-time
- CRM software
- Customer service
- Business development
- Free parking
- Referral programme
Quick apply
5d
Sales Executive
Auto Time Systems Northern Limited —Wigan
- £32,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- CRM software
- Free parking
- Annual leave
Quick apply
11d
JUNIOR SALES ADVISOR
Verisure Services (UK) Limited —Chester
- £3,800 a month
- Full-time
- Sales
Quick apply
Internal Sales Coordinator (B2B) Full Time
M Barnwell Services —Manchester
- £24,500 - £33,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Outlook
- Computer literacy
Quick apply
JUNIOR SALES CONSULTANT
Verisure Services (UK) Limited —Preston
- £3,800 a month
- Full-time
Quick apply
Traffic Controller / Account Manager
Beecrown Logistics LTD —Bolton
- £500 - £550 a week
- Full-time
- Customer service
- Continuous improvement
- In-person
- Free parking
Quick apply
Account Manager
TVS Supply Chain Solutions —Chorley
- Full-time
- Hybrid work
- Business development
- Continuous improvement
- Travel
- Free parking
- Health & wellbeing programme
Quick apply
Sales Development Representative
Telepro-UK Ltd —Bolton
- £28,295 - £48,495 a year
- Full-time
- Sales
- Salesforce
- Business development
- Life insurance
Quick apply
Telesales Executive – Digital Screen Media
Digital Screen Media —Bispham
- £25,420.00 - £50,745.15 a year
- Full-time
- CRM software
- Computer literacy
- Communication skills
- Free parking
Quick apply
12d
Outbound Telesales Advisor
PHSGroup —Skelmersdale
- £29,000 a year
- No weekends
- Communication skills
- Free parking
- Employee discount
Senior Account Manager
PHS Group —Skelmersdale
- Full-time
- CRM software
- Customer service
- Organisational skills
- Free parking
- Employee discount
3d
Sales Executive - Fully Remote
Haier Europe —Liverpool
- £30,818 - £50,000 a year
- Weekend availability
- In-person
- Employee assistance programme
- Employee discount

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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 executive jobs in skelmersdale, lan

Bespoke Client Account Onboarding Executive (12 month FTC)

New Business Executive – (Client Acquisition)

Senior Content Executive

Business Development Executive

Sales Advisor

Desk Based Account Manager

Outbound Telesales Advisor

Client Solutions / Business Development Consultant (Speaker Bureau)

Outbound Sales Executive (Desk Based)

Sales Executive

JUNIOR SALES ADVISOR

Internal Sales Coordinator (B2B) Full Time

JUNIOR SALES CONSULTANT

Traffic Controller / Account Manager

Account Manager

Sales Development Representative

Telesales Executive – Digital Screen Media

Outbound Telesales Advisor

Senior Account Manager

Sales Executive - Fully Remote

I want to receive the latest job alerts for account executive in skelmersdale, lan

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