A leading financial services firm in Salisbury seeks a Client Delivery Lead to support Wealth Planners in managing high net worth clients. This hybrid role involves liaising with policy providers, processing business applications, and ensuring data accuracy. Candidates should have at least a year of experience in a fast-paced financial services administration role, especially in client support. The position offers a competitive salary, excellent benefits, and a supportive work environment focused on staff well-being.
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