Client Services Manager

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Wealth Wizards

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2009

💸 Finance

💳 Fintech

☁️ SaaS

Finance • Fintech • SaaS

Wealth Wizards is a company that provides financial guidance and advice to consumers, helping them unlock their financial futures through connected and customizable journeys. Based in the UK, Wealth Wizards serves some of the biggest financial services organizations by offering user-friendly and data-driven insights to improve customer engagement and outcomes. Their platform focuses on digital solutions such as financial health checks, retirement planning, and pension consolidation, all integrated seamlessly via their API-first approach. As regulated financial advisers, they ensure compliance with consumer duty obligations, maintaining high security standards and sustainability practices. Wealth Wizards aims to make financial guidance accessible and affordable for everyone.

📋 Description

• Design and implement work flow processes within Intelligent Office • Identify and implement process improvements • Manage SLAs across the team • Ensure all customer service practices align with industry regulations and internal policies • Regularly review and update compliance protocols related to customer interactions • Develop and monitor service level agreements to ensure team performance meets the company standards • Prepare and present regular report to Senior Management on all aspects of the services offered • Collaborate with the whole of the Personal Advice Team to ensure a cohesive approach to client service • Facilitate communication to address customer needs effectively • Lead, mentor and develop the client service team, fostering a culture of high performance and continuous improvement • Conduct regular training sessions relevant to the business needs • Build and maintain strong relationships with clients to ensure their needs are met and exceeded • Act as a primary point of contact for escalated customer issues, ensuring timely and effective resolution • Support customer engagement activity and ensure customers are actively supported throughout their journey.

🎯 Requirements

• Demonstrate Wealth Wizards core values (PEARH) • Exceptional attention to detail and accuracy • Strong administrative skills • Excellent organisation/time management skills • Able to communicate and/or present credibly and effectively at all levels • Capable of managing change • Ability to learn new IT systems as required • Competence in IT (Word, Excel, PowerPoint etc) • Understanding of Financial Services – preferably in the regulated financial advice sector • Experience in a customer service environment, preferably in an internet based business • Evidence of business administration and/or customer service activities undertaken • Proficient in use of Intelligent Office

🏖️ Benefits

• Flexible working • We prioritise a sustainable work/life balance • We have a collaborative learning culture that promotes psychological safety • 25 days annual leave plus every bank holiday • Company pension (up to 10% employer contribution) • Company performance based Bonus scheme • Paid day off to celebrate your birthday • Additional holiday purchase (up to 5 days per year) • Additional holidays for length of service (up to 3 days) • Private medical insurance • Dental and health cash plans • Enhanced parental leave and pay • Discounts on gym membership and health screening • Employee assistance programme • Life assurance of 4x basic salary • £500 pension advice per year • 6 paid days per year for self-development • £500 individual training budget per year • Professional memberships funded • Salary sacrifice car scheme • Cycle, Home & Tech scheme