Client Onboarding & Data Specialist — Wealth Ops

TrinityBridge is seeking a team member for the Client Onboarding & Data Maintenance team within Client Operations. You will handle client onboarding, data maintenance and ensure accurate input to establish new client relationships.

The role interfaces with front office for AML and due diligence and collaborates across departments to maintain smooth workflows. You will work with Xplan, PULSE, Symphony, Fusion and other systems, ensuring timely processing of new business and compliance with

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