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Client Transitions Lead – Projects

Job in Leeds, West Yorkshire, ME17, England, UK
Listing for: Quilter Cheviot
Full Time position
Listed on 2026-01-12
Job specializations:
  • Management
    Wealth Management
Job Description & How to Apply Below
Position: Client Transitions Lead – Projects & Change
A leading wealth management firm seeks a Client Transitions Manager in Leeds. The role involves managing client transitions and ensuring smooth project execution while maintaining strong stakeholder communication. Ideal candidates will have project management experience in financial services, excellent data analysis skills, and the ability to manage client relationships. This position offers a hybrid work model and a comprehensive benefits package including a pension scheme and private medical insurance.
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