OVERALL SUMMARY
Join TrinityBridge Client Services Team where you will ensure client on-boarding and ongoing service queries are managed efficiently and in a timely manner.
RESPONSIBILITIES
* Managing leads with the Client Relationship Management (CRM) system
* Accurate and timely client data entry onto TrinityBridge and third party platforms/systems to specified Service Level Agreement
* Adherence to TrinityBridge Client Service procedures
* Ongoing client communication regarding meetings, arranging appointments, diary management and processing of client queries and instructions - be that directly or by referring to the relevant team, as appropriate
* Preparing meeting packs, annual review packs and valuations for client appointments
* Call management/client contact
* Ensuring all new business and centralised servicing queries are directed to the relevant team to be processed within set SLAs
* Document management - ensure documentation is scanned, saved and archived in accordance with department operating procedures
* General ad hoc duties as required by the Practice or assigned by the Client Service Manager
* Liaising and working with colleagues within the Practice to ensure success and operational efficiency and profitability
WE WOULD LOVE TO HEAR FROM YOU IF:
* Previous financial services experience
* Excellent attention to detail
* IT skills
* Team player
* Good communication skills - verbal and written
* Excellent record keeping and reporting capabilities
* Proactive nature to gain efficiencies
* Ability to multi-task
* Demonstration of inititative
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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At TrinityBridge we are all connected by our mission to be the best place in the UK for wealth professionals and their clients.
We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments.
We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients.
Sustainability is fundamental to our purpose, and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people.
We offer a wide range of inclusive benefits that provides our people with all the support they need to find a healthy balance in all aspects of their lives. We also invest in the growth of our people providing a sense of belonging and team spirit and the ability to thrive.
We recruit people from all backgrounds and are open to discussing all types of flexible working options, helping our people to balance work and home life and make practical choices for wellbeing while delivering impact where it matters, all of which contributes to our exceptional client experience.
We are committed to ensuring our recruitment process is accessible to everyone. We make adjustments for people who have a disability or long-term condition so, if you need a job description or application form in an alternative format, or would like to discuss the recruitment process with us, please get in touch