The Client Services and Relationship Management team at WEALTH at work is dedicated to fostering strong partnerships with clients and organizations by delivering personalized financial education and support. They ensure a seamless experience for clients by coordinating services, managing relationships, and facilitating access to financial guidance and resources tailored to the unique needs of each organization. This team plays a crucial role in enhancing client engagement and satisfaction, particularly during pivotal financial decision-making moments, such as retirement planning.
Adam Rimmer
Client Services
Caroline Cook
Senior Business Support
Gareth Davies
Head Of Corporate Accounts
Jane Griffiths
Head Of Corporate Accounts & E...
Julia Bailey
Senior Corporate Relationship ...
Lauren Bradley
Client And Advisory Services M...
Mitchell Toulson
Senior Corporate Relations Adm...
Neil Johnson
Head Of Client Services
Rhys Keeling
New Business Development Execu...
Robert Stark
Corporate Relationship Project...
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