At a Glance
- Tasks: Manage client onboarding and service queries with efficiency and care.
- Company: Join a forward-thinking company that values diversity and equality.
- Benefits: Gain valuable experience in financial services and develop your communication skills.
- Other info: Great opportunity for career growth in a supportive environment.
- Why this job: Be part of a dynamic team making a real difference for clients.
- Qualifications: Previous financial services experience and strong attention to detail required.
The predicted salary is between 30000 - 40000 £ per year.
Trinity Bridge is seeking a dedicated professional for their Client Services Team.
In this role, you will ensure that client onboarding and ongoing service queries are managed efficiently and promptly.
Responsibilities include managing leads with the CRM system, maintaining accurate client data, and facilitating client communication regarding meetings and queries.
The ideal candidate will have previous financial services experience, excellent attention to detail, and strong communication skills.
This is an excellent opportunity to join a forward-thinking company committed to diversity and equality within its workforce.
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We think you need these skills to ace Client Services & Onboarding Specialist in London
Client Onboarding
CRM Management
Attention to Detail
Communication Skills
Financial Services Experience
Data Management
Lead Management
