Client Services Lead

6 days ago


Watford, United Kingdom Tate Full time

A growing IFA firm is seeking an experienced Client Services Manager to enhance client experience and ensure operational excellence. The role involves managing client communications, preparing documentation, and maintaining compliant files. The ideal candidate has over two years of experience in a financial services environment and strong knowledge of ISA and investment processes. This position is hybrid, with three days in the office in Watford, offering a dynamic workplace with growth opportunities.
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