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Strategic Client Delivery Lead
Posted 20 days 12 hours ago by Successionwealth
Permanent
Part Time
Other
Buckinghamshire, Amersham, United Kingdom, HP6 5
Job Description
A leading wealth management organization in Amersham is looking for a Client Delivery Lead to support wealth planners in managing high net worth clients. Responsibilities include processing new business applications and ensuring client information is accurate. Successful candidates will have experience in financial services administration, excellent organizational skills, and proficiency in Microsoft tools. The role offers a competitive salary and flexible working arrangements to promote work-life balance.
Successionwealth
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