Description
TrinityBridge is hiring a Client Onboarding & Data Maintenance Specialist for a fixed-term, hybrid role supporting the Client Operations function. The position processes new and existing client business, validates instructions, sets up accounts and online access, records bank accounts, manages fee structures and reporting, initiates cash and asset transfers, and maintains accurate data across Xplan, PULSE, Symphony, Fusion, and third-party systems. The role also involves document management, liaison with other teams, incident and service management support, and adherence to FCA and internal compliance requirements. Previous wealth-management or private-client asset-management experience is advantageous, along with accuracy, IT skills, communication, prioritisation, and flexibility.
