Client Services Manager

About Optimize Wealth Management

Optimize Wealth Management is a Canadian portfolio management firm dedicated to building wealth with intention. We leverage in-house technology to deliver a seamless client and advisor experience, offering a full suite of family office services. Our platform empowers financial professionals to provide exceptional, tech-enabled service to their clients.

The opportunity

We are seeking a Client Services Manager to lead our back-office service team and ensure an exceptional service experience for our advisor base. You will manage people and processes, monitor operational dashboards, and guide the team to consistently uphold our servicing SLAs through proactive oversight and timely request handling. This is a full-time, on-site position (Monday to Friday, 8:30 a.m. to 5:30 p.m.).

Key responsibilities

• Monitor operational dashboards and work queues to ensure service ticket...