Regional Client Service Leader – Wealth Management

Company: TrinityBridge
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Job Description:

TrinityBridge is seeking an experienced Support Client Service Executive (CSE) for Bristol and Birmingham to oversee client service delivery and drive efficiency across the region. You will report to the Head of Advice Services and work with Managing Directors to ensure profitable performance across practices.

You will manage and develop CSE teams, recruit talent, conduct appraisals, and implement best practices while supporting integration of acquired businesses.

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Posted: October 9th, 2026