TrinityBridge is seeking an experienced Support Client Service Executive (CSE) for Bristol and Birmingham to oversee client service delivery and drive efficiency across the region. You will report to the Head of Advice Services and work with Managing Directors to ensure profitable performance across practices.
You will manage and develop CSE teams, recruit talent, conduct appraisals, and implement best practices while supporting integration of acquired businesses.
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Regional Client Service Leader - Wealth Management employer: TrinityBridge
At TrinityBridge, we pride ourselves on being an exceptional employer, offering a supportive and inclusive work culture that values diversity and promotes employee growth. Located in Northwich, our team enjoys flexible working options, a strong sense of community, and a commitment to sustainability, ensuring that every employee can thrive both personally and professionally while contributing to meaningful client relationships.
