TrinityBridge is seeking a team member for the Client Onboarding & Data Maintenance team within Client Operations. You will handle client onboarding, data maintenance and ensure accurate input to establish new client relationships.
The role interfaces with front office for AML and due diligence and collaborates across departments to maintain smooth workflows. You will work with Xplan, PULSE, Symphony, Fusion and other systems, ensuring timely processing of new business and compliance with
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Client Onboarding & Data Specialist — Wealth Ops employer: TrinityBridge Limited
At TrinityBridge, we pride ourselves on being an exceptional employer, offering a supportive and inclusive work culture that values diversity and promotes employee growth. Our commitment to flexible working options ensures a healthy work-life balance, while our focus on sustainability and community engagement allows employees to contribute meaningfully to both their careers and the world around them. Join us in our mission to be a leading UK Wealth Manager, where your contributions will help shape trusted client relationships for generations to come.
