TrinityBridge is seeking a Support Client Service Executive to oversee CSEs across Edinburgh and Glasgow, ensuring service delivery excellence and profitability. The role offers leadership over two locations and collaboration with the Managing Directors and Advisers.
Key focus includes process improvement, training, compliance, and shaping best practices to deliver outstanding client outcomes. The role requires strong wealth management knowledge and proven line-management experience.
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Regional Client Service Manager – Two-Location Ops 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.
