Data operations Work, Jobs in Winnington, Chs (with Salaries)

Financial Services Operations Administrator
TrinityBridge —Northwich
- Overtime
- Computer literacy
- Data entry
- Communication skills
Data Operations Intern
Somerce —Manchester
- Full-time
- Hybrid work
- Maths
Quick apply
4d
Salesforce Data Operations Manager
WorkNest People —Chester
- £40,000 - £50,000 a year
- Hybrid work
- Salesforce
- APIs
- Analytics
4d
New Business Data & Analytics Intern - 12 month FTC
Mills & Reeve —Manchester
- Microsoft Office
- Business development
- Analysis skills
Data Protection Apprentice
DWF —Manchester
- Research
- Microsoft Office
- Organisational skills
Project Manager – Data Centre Exit
Projentum —Liverpool
- £600 a day
Financial Transformation & AI Adoption -Change Management Consultant
Latentbridge —Macclesfield
- Up to £700 a day
- Temporary
- Accounting
- In-person
- AI
Quick apply
Head of Partnerships, Data & Impact
Citizens Advice —Bolton
- £39,000 - £44,000 a year
- Hybrid work
- Continuous improvement
2d
Experienced Office Administrator – Customer Service & Operations
Radcliffe Glass and Windows Ltd —Radcliffe
- £25,000 - £28,000 a year
- Full-time
- Microsoft Excel
- Administrative experience
- Data entry
- Employee discount
- Referral programme
Quick apply
2d
Data Protection DSAR Analyst
B&M Retail —Liverpool
- Microsoft Office
- Continuous improvement
- Communication skills
- Employee discount
13d
Data Privacy Manager
AJ Bell —Manchester
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- Financial services
- Employee assistance programme
Quick apply
10d
Data Protection Co-ordinator
St. Helens Council —St Helens
- £29,542 - £32,046 a year
3d
Data Protection Manager (L3) - Risk Management - CBS - Manchester
EY —Manchester
- Analysis skills
- Continuous improvement
- Employee discount
Consultant - Business Analyst
PACT Solutions —Manchester
- £42,000 - £60,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Agile
- Business
Quick apply
Data Protection Senior Associate L2 - Risk Management - Manchester
EY —Manchester
- Leadership
- Employee discount
Contracts & Risk Administrator
IPS-Integrated Project Services —Macclesfield
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Administrative experience
9d
Data Protection Co-ordinator
St Helens Borough Council —St Helens
- £29,542 - £32,046 a year
3d
Senior Consultant - Data & AI
PACT Solutions —Manchester
- £55,000 - £70,000 a year
- Full-time
- Hybrid work
- Mentoring
- Leadership
- Communication skills
Quick apply
Product Manager - Data Center White Space (EMEA)
Eaton —Manchester
- Marketing
- Engineering
- English
Data Compliance Officer
Hugh Baird College —Liverpool
- £30,000 - £35,000 a year
- Full-time
- Microsoft Excel
- Databases
- Analysis skills
- Free parking
- Employee discount
Quick apply

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Financial Services Operations Administrator

TrinityBridge -
Northwich

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Job details

Fixed term contract

Qualifications

Financial Conduct Authority guidelines
Computer literacy
Stakeholder liaison
Internal department liaison
Risk management
Data entry
Communication skills
Client onboarding compliance checks

Full job description

Team member of the Client Onboarding & Data Maintenance team, part of the Client Operations functions and responsible for client onboarding and client data maintenance. This covers both TrinityBridge and Third Party (custody).

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, liaising with our third party administration team, accurate and timely data input and managing workflows. 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/portfolio set ups, online access set up, ongoing fee shapes/structures, reporting pack settings, income preferences, bank account recording and all other applicable data items including associated client contact
Accurate and timely processing of existing client static data changes, including, but not limited to, change of address, change of bank details, ongoing fee amendments and online access maintenance. This includes associated client contact
Daily interaction with internal 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 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

Apply Now

Refine Your Search

data operations jobs in winnington, chs

Financial Services Operations Administrator

Data Operations Intern

Salesforce Data Operations Manager

New Business Data & Analytics Intern - 12 month FTC

Data Protection Apprentice

Project Manager – Data Centre Exit

Financial Transformation & AI Adoption -Change Management Consultant

Head of Partnerships, Data & Impact

Experienced Office Administrator – Customer Service & Operations

Data Protection DSAR Analyst

Data Privacy Manager

Data Protection Co-ordinator

Data Protection Manager (L3) - Risk Management - CBS - Manchester

Consultant - Business Analyst

Data Protection Senior Associate L2 - Risk Management - Manchester

Contracts & Risk Administrator

Data Protection Co-ordinator

Senior Consultant - Data & AI

Product Manager - Data Center White Space (EMEA)

Data Compliance Officer

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