Client Services Manager

At Wealth Wizards our vision is a future where everybody in society has access to financial advice and guidance. Our Software as a Service (SaaS) platform provides engaging digital experiences for consumers and powerful tools for financial advisers.

We welcome individuals from all walks of life and strive to build a culture where all voices are heard, differences are embraced, and everyone has equal access to opportunities. We encourage applications from individuals of all races, ethnicities, genders, sexual orientations, ages, abilities, and backgrounds.

If you require any reasonable adjustments to be made during the application or interview process, please let us know, and we will be happy to help.

Job Purpose

The Client Services Manager is responsible for leading and managing the customer service function within a regulated independent Financial Advisor firm.  This role focuses on enhanci...