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Client success lead – financial advisers & clients

Leeds
The Private Office LLP
Financial advisor
Posted: 24 April
Offer description

The Private Office LLP in Leeds is seeking a Client Relationship Manager to act as the primary point of contact for Financial Advisers and clients. This role involves managing client relationships, onboarding processes, and ensuring excellent communication with both clients and advisers. The ideal candidate will excel under pressure, demonstrate excellent communication skills, and have experience as a Senior CDA or Team Leader. The position includes a discretionary bonus, healthcare, and opportunities for professional development.


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