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For Companies At a Glance
- Tasks: Join our team to manage client onboarding and data maintenance with precision.
- Company: TrinityBridge, a dynamic player in the financial services sector.
- Benefits: Flexible work options, diverse culture, and opportunities for professional growth.
- Why this job: Make a real impact in client relationships while developing your skills in finance.
- Qualifications: Experience in financial services and strong attention to detail are preferred.
- Other info: We celebrate diversity and encourage applicants from all backgrounds.
The predicted salary is between 30000 - 42000 £ per year.
Overview
Overall Summary Team member of the Client Onboarding & Data Maintenance team, part of the Client Operations functions and responsible for client onboarding and client data maintenance. This covers both TrinityBridge and Third Party (custody). The overall client onboarding team is driven by front office (who verify AML and complete Client Due Diligence), with the client onboarding divisions responsible for validation of instruction, associated client communication, liaising with our third party administration team, accurate and timely data input and managing workflows. Complete and error-free input will be essential to establishing new relationships on the right footing.
Responsibilities
- Accurate and timely processing of new business for new and existing clients. This includes but is not limited to validation of client instruction, new client/portfolio set ups, online access set up, ongoing fee shapes/structures, reporting pack settings, income preferences, bank account recording and all other applicable data items including associated client contact
- Accurate and timely processing of existing client static data changes, including, but not limited to, change of address, change of bank details, ongoing fee amendments and online access maintenance. This includes associated client contact
- Daily interaction with internal 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 all processes run smoothly and effectively
- Document management – ensure documentation is scanned/saved and archived in accordance with department operating procedures
- Assist the Incident Management and Service Management Teams in the resolution of queries
- Participation in the Appraisal and Development Scheme
- To inform Line Manager of areas of concern and issues that may arise.
- Demonstrate the Firm’s Business Principles (Client, Excellence, People & Integrity).
We Would Love To Hear From You If
- Previous Financial Services experience, specifically in a Wealth Management business, would be a key advantage, as would experience in working with investment products, wrappers and ‘platforms.’
- High levels of accuracy and attention to detail
- Ability to work quickly and accurately within very tight deadlines, and prioritise effectively
- Good team player with the ability to work on own initiative and willing to respond to varying requests
- Flexibility and availability to work overtime during peak workload periods
- Excellent communication skills (written and verbal)
- IT proficiency
- Proactive nature to gain efficiencies
- Previous data entry and paperwork checking experience desirable.
- Previous customer/client service experience would be an advantage.
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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Financial Services Administrator (12 month FTC) employer: TrinityBridge
Contact Detail:
TrinityBridge Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator (12 month FTC)
✨Tip Number 1
Network like a pro! Reach out to current or former employees at TrinityBridge on LinkedIn. A friendly chat can give you insider info and maybe even a referral, which can really boost your chances.
✨Tip Number 2
Prepare for the interview by knowing your stuff! Research TrinityBridge’s values and recent news. Show us you’re not just another candidate but someone who genuinely cares about the company and its mission.
✨Tip Number 3
Practice makes perfect! Get a friend to do a mock interview with you. Focus on common questions related to client onboarding and data maintenance, so you can showcase your skills confidently when it counts.
✨Tip Number 4
Don’t forget to follow up! After your interview, shoot us a quick thank-you email. It shows your enthusiasm for the role and keeps you fresh in our minds as we make decisions.
We think you need these skills to ace Financial Services Administrator (12 month FTC)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Services Administrator role. Highlight any relevant experience in client onboarding, data maintenance, or financial services. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your previous experiences make you a great fit. Don’t forget to mention your attention to detail and ability to work under tight deadlines.
Showcase Your Communication Skills: Since excellent communication is key for this role, make sure your application reflects that. Use clear and concise language, and double-check for any typos or errors. We appreciate a polished application!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, it shows you’re proactive and keen to join our team!
How to prepare for a job interview at TrinityBridge
✨Know Your Financial Services Basics
Make sure you brush up on your knowledge of financial services, especially in wealth management. Understand key concepts like AML, client due diligence, and the regulatory framework. This will show that you're not just interested in the role but also understand its importance.
✨Demonstrate Attention to Detail
Since accuracy is crucial for this role, prepare examples from your past experiences where you successfully managed data entry or documentation with high precision. Highlight any tools or methods you used to ensure error-free work.
✨Showcase Your Communication Skills
Be ready to discuss how you've effectively communicated with clients or team members in previous roles. Think of specific instances where your communication made a difference, especially in resolving queries or managing workflows.
✨Prepare for Team Dynamics
This role requires collaboration with various teams, so be prepared to talk about your experience working in a team environment. Share examples of how you’ve contributed to team success and how you handle varying requests from different departments.
