Remote Client Services Manager β€” Financial Advice & AI in Newcastle

Remote Client Services Manager β€” Financial Advice & AI in Newcastle

Newcastle Full-Time Remote
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Stitch Partners is seeking an experienced Client Service Manager for a genuinely flexible, remote role. You'll support one Adviser and a client portfolio, acting as the main contact to keep processes compliant and progressing.

You'll need broad financial advice experience, strong client coordination and a proactive mindset to prioritise and triage needs, with an interest in AI and modern tools like monday.com and co-pilot.

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Contact Details:

Stitch Partners Recruitment Team