Client Services Leader for Wealth Management Growth

IDEX Consulting is seeking a Head of Client Services to lead client services and platform administration teams within a boutique wealth management firm. This role comes with leadership responsibilities and the opportunity to influence operational processes during a significant business transformation.

The ideal candidate will have prior experience in financial planning or wealth management and a passion for outstanding client service. Overseeing a high-net-worth client base, this position offers a chance to contribute to the firm’s ambitious growth plans.

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