TrinityBridge is seeking a capable Operations Specialist to join our wealth management team in the UK. You will manage transfers, settlements, and client data across products, while ensuring regulatory compliance and risk controls.
You will collaborate with Fund Managers, market counterparties and internal teams to maintain accurate client records and execute complex transfers. Join a 900-strong UK firm with offices nationwide, offering flexible working options and a commitment to diversity,
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Wealth Transfer Operations Specialist in London employer: TrinityBridge
At TrinityBridge, we pride ourselves on being an exceptional employer, offering a supportive and inclusive work culture that values diversity and promotes employee growth. Located in Northwich, our team enjoys flexible working options, a strong sense of community, and a commitment to sustainability, ensuring that every employee can thrive both personally and professionally while contributing to meaningful client relationships.