Aldrich & Co is seeking an experienced Client Executive Team Lead to oversee a dedicated portfolio of private clients within our wealth management division. You will drive onboarding, governance and service delivery across advisory and operations with a focus on client outcomes.
Lead and develop a team of Client Executives, oversee capacity and performance metrics, coordinate with custodians and advisers, and report on client activity and compliance while implementing efficiency improvements
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The Client Executive Team Lead, Wealth Management position in the Human Resources, Management & Operations field is open for applications.
The position is based in Greater London, England, United Kingdom.
This opportunity is part of our work in Human Resources, Management & Operations.
The advertised compensation is 54.000 - 66.000.
We aim to respond to suitable candidates as soon as possible.