Client Success Lead – Onboarding & Financial Planning in Shrewsbury
Client Success Lead – Onboarding & Financial Planning

Client Success Lead – Onboarding & Financial Planning in Shrewsbury

Shrewsbury Full-Time No home office possible
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A financial services firm is seeking a Senior Client Support Executive in Shrewsbury. You will enhance client experiences and assist Financial Planners with meetings, documentation, and compliance standards. The ideal candidate will have 3–5 years of experience in Financial Services and strong organisational skills. This role offers a collaborative work environment and is office-based, emphasizing the importance of managing client onboarding processes effectively. #J-18808-Ljbffr

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Contact Detail:

Benchmark Capital Recruiting Team

Client Success Lead – Onboarding & Financial Planning in Shrewsbury
Benchmark Capital
Location: Shrewsbury
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  • Client Success Lead – Onboarding & Financial Planning in Shrewsbury

    Shrewsbury
    Full-Time
  • B

    Benchmark Capital

    50-100
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