Client Onboarding & Data Integrity Specialist

TrinityBridge; Northwich; On-site; GBP 35,000 - 55,000; Full time

Job summary

TrinityBridge, a UK wealth manager, is seeking a team member for the Client Onboarding & Data Maintenance team within Client Operations. You will handle onboarding and data maintenance for clients, ensuring accurate input to establish new relationships.

The role requires meticulous attention to detail, effective communication, and the ability to work under tight deadlines. You will interact with core systems (Xplan, PULSE, Symphony, Fusion) and collaborate across departments to keep workflows

Qualifications

• Experience in wealth management or private client asset management may be advantageous.
• Accuracy and attention to detail is essential.
• Effective prioritisation is required.
• Ability to work quickly and accurately under tight deadlines.
• Excellent communication skills (written and verbal).
• IT skills are important for daily tasks.
• Proactive nature to drive efficiencies.

Responsibilities

• Accurate and timely processing of new business for new and existing clients.
• 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 processes run smoothly.
• Document management - ensure documentation is scanned/saved and archived per procedures.
• Assist the Incident Management and Service Management Teams in resolving queries.
• Participation in the Appraisal and Development Scheme.
• Inform Line Manager of areas of concern and issues that may arise.
• Demonstrate the Firm’s Business Principles (Client, Excellence, People & Integrity).

Skills

Attention to detail

Time management

Communication skills

Team player

Overtime flexibility

Proactive mindset

IT skills

Tools

Xplan

PULSE

Symphony

Fusion

Job description

TrinityBridge, a UK wealth manager, is seeking a team member for the Client Onboarding & Data Maintenance team within Client Operations. You will handle onboarding and data maintenance for clients, ensuring accurate input to establish new relationships.

The role requires meticulous attention to detail, effective communication, and the ability to work under tight deadlines. You will interact with core systems (Xplan, PULSE, Symphony, Fusion) and collaborate across departments to keep workflows