TrinityBridge in the UK seeks a proactive Operations Specialist within the Client Onboarding & Data Maintenance team. You will manage onboarding and data maintenance for new and existing clients, ensuring accurate input, timely processing, and clean handoffs to back-office teams, while maintaining strong controls.
The role involves daily use of Xplan, PULSE, Symphony, Fusion and third-party systems, collaborating across departments, and contributing to process improvements.
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Senior Private Client Onboarding 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.
