Asset manager Work, Jobs in Winnington, Chs (with Salaries)

Bespoke Client Account Onboarding Executive (12 month FTC)
TrinityBridge —Northwich
- Overtime
- Computer literacy
- Data entry
- Communication skills
Operations Manager
Quarrybank Group —Cheadle
- £40,000 - £45,000 a year
- Full-time
- CRM software
- Business development
- Continuous improvement
Quick apply
12d
Commercial Assistant
Saint Flooring Ltd —Winsford
- £25,500 - £31,000 a year
- Full-time
- Analysis skills
- Maths
- Accounting
- Free parking
- Profit sharing
Quick apply
5d
Jigsaw Homes Group Limited
Jigsaw Homes Group —Leigh
- £45,289 - £50,071 a year
- Full-time
- Sick pay
2d
Site manager
Sherwin-Williams —Deeside
- £77,000 - £90,000 a year
- Full-time
- English
- Continuous improvement
- Computer skills
Asset Manager
Vercity —Whiston
- Full-time
- Hospital
- Contracts
- Communication skills
1d
Asset Manager
Qair Renewables UK Limited —Liverpool
- £50,000 - £70,000 a year
- Full-time
- Microsoft Powerpoint
- Engineering
- Travel
- Life insurance
- Sick pay
Quick apply
Head of Operational Estates
University Hospitals of North Midlands NHS Trust —Stoke-on-Trent
- £66,582 - £77,368 a year
- Full-time
- Leadership
Transfers Officer (6 month FTC)
TrinityBridge —Northwich
Business Support Officer
Forestry Commission —Northwich
- £26,959 a year
- Part-time
- Microsoft Office
- Presentation skills
- Organisational skills
13d
Deputy UK Facilities Manager
Alfred H Knight Group —Liverpool
- Full-time
- Team management
- Travel
- Employee assistance programme
Quick apply
Senior Transport Planner - Route Planning Operations & Systems
Williams Haulage —Sandycroft
- £40,000 - £45,000 a year
- Full-time
- Continuous improvement
- In-person
- Communication skills
Quick apply
9d
SPC Manager - Daresbury
Semperian Group —Warrington
- Up to £72,000 a year
- Full-time
- Contracts
- Annual leave
Small Works Contract Manager
HF Group Ltd —Stockport
- £45,000 - £50,000 a year
- Full-time
- Management
- Organisational skills
- Budgeting
- Health & wellbeing programme
- Life insurance
Quick apply
10d
Senior Event Manager
ACC Liverpool —Liverpool
- £39,570 - £43,265 a year
- Full-time
- Mentoring
- Free parking
- Employee discount
6d
Project Manager
Watkin Jones —Chester
- Full-time
- Hybrid work
- Microsoft Office
- First Aid Certification
- Communication skills
- Annual leave
- Employee discount
Quick apply
Asset Manager
ESR Group —Manchester
- Full-time
- Hybrid work
- Management
- Databases
- Project management
- Employee assistance programme
Quick apply
M&E Project Manager HMP Altcourse
Sodexo —Liverpool
- Up to £55,000 a year
- Full-time
- Management
- Travel
- Communication skills
- Employee assistance programme
Quick apply
SIPP Governance & Risk Oversight Executive (12 month FTC)
TrinityBridge —Northwich
- Analytics
Director - Further Education and Post-16 Reform
Department for Education —Sheffield
- £105,000 a year
- Full-time
- Presentation skills
- Budgeting
- Leadership
8d

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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

asset manager jobs in winnington, chs

Bespoke Client Account Onboarding Executive (12 month FTC)

Operations Manager

Commercial Assistant

Jigsaw Homes Group Limited

Site manager

Asset Manager

Asset Manager

Head of Operational Estates

Transfers Officer (6 month FTC)

Business Support Officer

Deputy UK Facilities Manager

Senior Transport Planner - Route Planning Operations & Systems

SPC Manager - Daresbury

Small Works Contract Manager

Senior Event Manager

Project Manager

Asset Manager

M&E Project Manager HMP Altcourse

SIPP Governance & Risk Oversight Executive (12 month FTC)

Director - Further Education and Post-16 Reform

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