At a Glance
- Tasks: Validate client instructions and manage data changes with precision and speed.
- Company: Join TrinityBridge, a diverse and inclusive financial services firm.
- Benefits: Flexible work options, competitive salary, and opportunities for professional growth.
- Other info: Dynamic environment with opportunities for overtime during peak periods.
- Why this job: Make a real impact by ensuring accurate client data and enhancing relationships.
- Qualifications: Attention to detail, teamwork skills, and a proactive attitude are essential.
The predicted salary is between 28800 - 43200 £ per year.
Team member of the Client Onboarding & Data Maintenance team, part of the Client Operations functions and responsible for the maintenance of client data on TrinityBridge (and partner) party systems. The overall Client Onboarding and Data Maintenance team is driven by Front Office (who verify instruction and liaise with our clients), with the Data Maintenance team responsible for validation of instruction, accurate and timely data input and managing workflows. Complete and error-free input will be essential to maintaining strong client relationships.
Responsibilities
- Accurate and timely validation of client instruction and processing of client static data changes including, but not limited to, change of address, change of bank details, regular payments set up, ongoing fee amendments and online access maintenance.
- Daily interaction with internal (and partner) 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 Operational Risk 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).
Regulatory Responsibilities | Compliance/T&C
- Ability to demonstrate an understanding of the regulatory framework relevant to the role, whilst practising effective risk management taking account of outcomes for clients.
- Understand, follow and demonstrate compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business.
- Follow principles and rules of the Financial Conduct Authority (FCA) and the internal requirements set out in the Compliance Manual, local and Group Compliance and Risk policies.
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.
Client Data Administrator (12 month FTC) in Northwich employer: TrinityBridge
TrinityBridge is an exceptional employer that prioritises a supportive and inclusive work culture, making it an ideal place for professionals seeking meaningful careers in client services. With a strong commitment to employee growth and development, the company offers ample opportunities for advancement while fostering a diverse environment where every voice is valued. Located in a vibrant area, TrinityBridge provides unique advantages such as flexible working arrangements and a collaborative team atmosphere, ensuring that employees thrive both personally and professionally.
StudySmarter Expert Advice🤫
We think this is how you could land Client Data Administrator (12 month FTC) in Northwich
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who have experience in wealth management. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by practising common questions related to client data administration. Think about how you can showcase your attention to detail and ability to work under tight deadlines. We want to see you shine!
✨Tip Number 3
Don’t forget to follow up after interviews! A quick thank-you email can leave a lasting impression and show your enthusiasm for the role. It’s a simple way to stand out from the crowd.
✨Tip Number 4
Apply through our website for the best chance of landing that Client Data Administrator role. We love seeing applications directly from candidates who are genuinely interested in joining our team!
We think you need these skills to ace Client Data Administrator (12 month FTC) in Northwich
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Client Data Administrator role. Highlight any relevant experience in financial services, especially if you've worked with investment products or data entry before. We want to see how your skills match what we're looking for!
Show Off Your Attention to Detail:Since accuracy is key in this role, don’t shy away from showcasing your attention to detail. Use examples from past experiences where you’ve successfully managed data or completed tasks with precision. We love seeing that kind of commitment!
Craft a Strong Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're interested in the role and how your background makes you a great fit. We appreciate a personal touch, so let your personality come through while keeping it professional.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy – just follow the prompts and you’ll be all set!
How to prepare for a job interview at TrinityBridge
✨Know Your Client Data Inside Out
Make sure you understand the importance of accurate client data management. Brush up on your knowledge of data entry processes and the significance of maintaining error-free records, as this will be crucial for the role.
✨Demonstrate Attention to Detail
During the interview, highlight your ability to work with high levels of accuracy. Share specific examples from your past experiences where your attention to detail made a difference, especially in fast-paced environments.
✨Showcase Your Team Spirit
This role requires collaboration with various teams. Be prepared to discuss how you've successfully worked in teams before, and how you can contribute positively to the Client Onboarding & Data Maintenance team.
✨Familiarise Yourself with Compliance Regulations
Understanding the regulatory framework is key. Brush up on relevant compliance rules, especially those related to the Financial Conduct Authority (FCA), and be ready to discuss how you would ensure adherence in your role.
