Liaison Work, Jobs in Winnington, Chs (with Salaries)

Bespoke Client Account Onboarding Executive (12 month FTC)
TrinityBridge —Northwich
- Overtime
- Computer literacy
- Data entry
- Communication skills
Occupational Health Administrator Full Time
JRL OHS —Ellesmere Port
- From £12.71 an hour
- Full-time
- Microsoft Word
- Microsoft Outlook
- English
Quick apply
10d
Horticulture Office Administrator/Manager
Kyoto Bonsai Ltd —Knutsford
- £26,000 - £28,000 a year
- Full-time
- Computer literacy
- Research
- Microsoft Office
Quick apply
4d
Client Data Administrator (12 month FTC)
TrinityBridge —Northwich
- Overtime
- Computer literacy
- Data entry
- Communication skills
Resident Liaison Officer
L&Q —Manchester
- £33,688 - £37,093 a year
- Weekend availability
- Travel
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
11d
Financial Services Operations Administrator
TrinityBridge —Northwich
- Overtime
- Computer literacy
- Data entry
- Communication skills
Young Persons' Youth Justice Link Worker
Change Grow Live —Liverpool
- £28,557.79 - £32,802.41 a year
- Training & development
- School
- Time management
- Employee discount
- Referral programme
Kennel & Trustee Liaison Manager
Pawprints to Freedom —Nantwich
- Up to £16 an hour
- Full-time
- Management
- Travel
- In-person
- Free parking
- Annual leave
Quick apply
Tutor/Assessor (South) - Kids Planet Central Support
Kids Planet Day Nurseries —Knutsford
- Full-time
- Management
- Maths
- Travel
- Life insurance
Quick apply
Interdisciplinary Research & Collections Engagement Officer (Creative Manchester)
The University of Manchester —Manchester
- £37,694 - £46,049 a year
- Hybrid work
- Budgeting
- Annual leave
5d
Fleet Administration Manager
Stobart —Warrington
- Full-time
- Supervising experience
- Team management
- Training & development
- Annual leave
- Employee assistance programme
Quick apply
4d
Commercial Support
L V POWER SOLUTIONS LTD —Winsford
- £26,000 - £27,500 a year
- Weekend availability
- Microsoft Outlook
- In-person
- Phone etiquette
Quick apply
Youth Support Coordinator
The Christie NHS Foundation Trust —Manchester
- £32,073 - £39,043 a year
- Weekend availability
- Hospital
- Communication skills
1d
Operations Manager
Steve Morgan Foundation —Runcorn
- £40,000 a year
- Full-time
- Writing skills
- No experience needed
- Continuous improvement
Quick apply
2d
Export Coordinator
Iceland —Deeside
- Full-time
- Administrative experience
- Organisational skills
- Computer skills
- Store discount
- Employee discount
Volunteer/Dementia Support Co-ordinator
Together Dementia Support —Manchester
- From £17,017 a year
- Part-time
- Hybrid work
- Supervising experience
- Leadership
- Free parking
Quick apply
Tutor/Assessor (Midlands) - Kids Planet Central Support
Kids Planet Day Nurseries —Knutsford
- Full-time
- Management
- Maths
- Travel
- Life insurance
Quick apply
BID Administrator
Wrexham Business Improvement District —Wrexham
- £27,000 a year
- Part-time
- Microsoft Powerpoint
- Microsoft Word
- CRM software
- Free parking
Quick apply
4d
DigiTEC Employability and Skills Lead
The Manchester College —Manchester
- £28,373 - £40,786 a year
- Full-time
- In-person
- Annual leave
- Work from home
9d
Care Coordinator - Chester
Cheshire and Wirral Partnership NHS FoundationTrust —Chester
- £28,392 - £31,157 a year
- Full-time
- Acute care experience
4d

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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

liaison jobs in winnington, chs

Bespoke Client Account Onboarding Executive (12 month FTC)

Occupational Health Administrator Full Time

Horticulture Office Administrator/Manager

Client Data Administrator (12 month FTC)

Resident Liaison Officer

Financial Services Operations Administrator

Young Persons' Youth Justice Link Worker

Kennel & Trustee Liaison Manager

Tutor/Assessor (South) - Kids Planet Central Support

Interdisciplinary Research & Collections Engagement Officer (Creative Manchester)

Fleet Administration Manager

Commercial Support

Youth Support Coordinator

Operations Manager

Export Coordinator

Volunteer/Dementia Support Co-ordinator

Tutor/Assessor (Midlands) - Kids Planet Central Support

BID Administrator

DigiTEC Employability and Skills Lead

Care Coordinator - Chester

I want to receive the latest job alerts for liaison in winnington, chs

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