Description
TrinityBridge is hiring a fixed-term Client Onboarding & Data Maintenance Specialist to support client onboarding and data maintenance across TrinityBridge and third-party custody. The role processes new and existing client instructions, sets up client and portfolio accounts, maintains static data, manages internal and third-party systems, supports documentation and service-management queries, and follows regulatory and compliance procedures. The position requires accuracy, attention to detail, IT proficiency, communication skills, and the ability to work overtime during peak periods; financial-services and wealth-management experience is advantageous.
