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Client Services Manager @ Wealth Wizards

United KingdomRemoteFull TimePosted 30 days ago

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About this role

Client Services Manager at Wealth Wizards. Location: United Kingdom. Role: leading team, ensuring compliance, preparing reports Requirements: Lead client service team in a regulated financial advice environment; ensure compliance, optimise processes in Intelligent Office, manage SLAs, prepare management reports, and deliver excellent client experience. Strong IT, communication and financial services experience required. Category: Customer Service Seniority: Mid Level Tools: Intelligent Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint Commitment: Full Time Workplace: Remote Languages: English

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Client Services Manager at Wealth Wizards | ResuMinder Jobs