Wealth Wizards logo
Wealth Wizards

We help FS firms deliver consumer-led and human-assisted financial guidance and advice to more clients, more profitably.

Client Services Manager

Client Services RepresentativeClient ServicesFull TimeRemoteSeniorTeam 51-200Since 2009H1B No SponsorCompany SiteLinkedIn

Location

United Kingdom

Posted

7 days ago

Salary

£30K - £50K / year

Seniority

Senior

Bachelor DegreeEnglish

Job Description

Client Services Manager

Wealth Wizards

• 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.

Job 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

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