Teams at Wealth Wizards

The Client Services Administrator provides exceptional customer service and administrative support, managing client inquiries, documentation, and compliance standards within the financial services sector.

Develop and maintain bespoke web applications and services for a SaaS financial-advice platform using TypeScript/React/Node.js. Work within an Agile team to build service-oriented components, integrate REST APIs, follow best-practice for software quality and security, and share team ownership and status reporting.

Lead and manage the client service function for a regulated financial advice firm: design workflows, enforce SLAs and compliance, produce management reporting, mentor the team, and act as escalation point to ensure excellent client experience.