TrinityBridge, a UK wealth manager, is seeking a team member for the Client Onboarding & Data Maintenance team within Client Operations. You will handle onboarding and data maintenance for clients, ensuring accurate input to establish new relationships.
The role requires meticulous attention to detail, effective communication, and the ability to work under tight deadlines. You will interact with core systems (Xplan, PULSE, Symphony, Fusion) and collaborate across departments to keep workflows
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Client Onboarding & Data Integrity Specialist in Northwich 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.
