Job Description
Boutique Advisers Private Wealth is seeking a Client Manager to support our advisers and manage a portfolio of high-value clients in a fast-paced setting. You will coordinate meetings, paperwork, and follow-up actions while maintaining meticulous client records and compliance.
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You will work closely with advisers to deliver an exceptional client experience, liaising with providers and partners, and proactively identifying improvements to processes for efficiency and service quality.