TrinityBridge, a leading UK Wealth Manager, is seeking an Investor Support Executive to handle client queries across channels and manage accounts. You will join an energetic team delivering first-class service to Direct clients and online clients who make their own investment decisions.
The role requires shift work Monday to Friday between 8am and 6pm, with a focus on SLAs, documentation, and collaboration to ensure a seamless client experience.
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Investor Support Specialist in Northwich 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.
