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Client services leader - financial advice operations

Stirling
3D Wealth
Posted: 3 June
Offer description

3D Wealth in City Of Stirling seeks a leader for their client service experience. In this role, you will design and deliver client service end to end, managing the team and ensuring high standards of service. The position requires a strong background in client services and financial advice processes.

Ideal candidates will have over 4 years of relevant experience, excellent communication skills, and a degree in finance. 3D Wealth values quality outcomes and provides a supportive environment for its employees.

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