OVERALL SUMMARY
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.
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).
WE WOULD LOVE TO HEAR FROM YOU IF:
* 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.
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