Claire Evans
Head of Client Solutions @All In Place
Teignmouth, GB
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Sep 2022 — Present
Head of Client Solutions @All In Place
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US
Working with Accountants to help them set up and grow their private client proposition showing how you can make a real difference to business owners* Building and delivering training courses for Accountants* Energising the development team to focus on new content that Accountants will use.
SKILLS
Financial ServicesWealth ManagementFinancial PlanningCustomer RelationsRelationship ManagementAccount ManagementChange ManagementCustomer ServiceExcelBusiness AnalysisInvestmentsManagementWordPortfolio ManagementMicrosoft WordTeam LeadershipMicrosoft OfficeTeam SpiritBankingRisk ManagementRecruitingMicrosoft ExcelCoachingRetirement Planning
ABOUT CLAIRE EVANS
The best client relationships aren\'t built on reports. They\'re built on trust…
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