Strategic Client Relationship Director - Bedford
1 month ago

We are seeking a Strategic Client Relationship Director to join our team in Bedford. As a trusted point of contact for clients and advisors, you will oversee every aspect of trust administration from investments to compliance.
+Responsibilities
- You'll be the primary contact for clients and their advisors, ensuring exceptional service and communication.
- You'll manage all aspects of trust administration, from coordinating advisor directions to overseeing tax and compliance filings.
Job description
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