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Client services & operations leader - financial planning

Idex Consulting
Financial planner
€60,000 a year
Posted: 17 June
The role

IDEX Consulting is seeking a Client Services Manager to oversee operations and ensure excellent client experiences in their growing financial planning business. In this pivotal role, you'll lead operational teams, enhance workflows, and support sustainable growth while freeing senior leaders to focus on strategic priorities.

Ideal candidates will have experience in operational delivery within a financial services environment and a strong ability to manage processes and develop talent. Join a dynamic team committed to continuous improvement and the highest standards of service.

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