Client Onboarding & Data Integrity Specialist
TrinityBridge
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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