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Wealth client delivery lead (hybrid)

Glasgow (Glasgow City)
Permanent
Succession Wealth
Posted: 26 January
Offer description

A leading financial services firm in Glasgow is looking for a Client Delivery Lead to support its Wealth Planners. This hybrid role involves ensuring excellent service delivery to high net worth clients through efficient administration. Responsibilities include processing applications, managing client meetings, and maintaining an accurate client database. Ideal candidates will have experience in financial administration and good skills in communication and organization. This position offers a competitive salary and an extensive range of benefits to support work-life balance. #J-18808-Ljbffr

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