Client Services & Onboarding Specialist

TrinityBridge is seeking a dedicated professional for their Client Services Team. In this role, you will ensure that client onboarding and ongoing service queries are managed efficiently and promptly. Responsibilities include managing leads with the CRM system, maintaining accurate client data, and facilitating client communication regarding meetings and queries.

The ideal candidate will have previous financial services experience, excellent attention to detail, and strong communication skills. This is an excellent opportunity to join a forward-thinking company committed to diversity and equality within its workforce.

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