Platform Service & Relationship Specialist

Seven Investment Management; England; On-site; GBP 26,000 - 36,000; Full time

Job summary

Seven Investment Management is seeking an office-based client service advisor to provide frontline telephone servicing and email support for the 7IM platform clients. You will interact with financial planners and wealth managers, building strong relationships through outstanding service and accurate responses.

Working with the Operations team and Platform Relationship Managers, you will handle queries, manage data in the platform, assist with ISA subscriptions and payments, and continually look

Qualifications

• Knowledge of the UK platform market and regulatory environment.
• Familiarity with platform administration and tax wrappers.
• Experience with retail investments and investment management is advantageous.
• Understanding of the advice process and UK advisory market.
• Excellent working knowledge of e-business applications for Financial Advisers.

Responsibilities

• Answer telephone and email queries from intermediaries, escalating when appropriate.
• Ensure calls are answered promptly and manage caller expectations.
• Take ownership of queries, researching and providing solutions using system knowledge.
• Service assigned intermediary firms on a rota-based model and input accurate data into the platform.
• Liaise with Operations and Platform Relationship Managers to ensure clear communication and high service levels.
• Assist with client reporting periods and organize workflow with the Platform Relationship Manager and regional teams.

Skills

Telephone skills

Relationship building

Client management

Ownership & prioritisation

Education

Relevant Financial Services qualifications

Tools

Pershing

Job description

Seven Investment Management is seeking an office-based client service advisor to provide frontline telephone servicing and email support for the 7IM platform clients. You will interact with financial planners and wealth managers, building strong relationships through outstanding service and accurate responses.

Working with the Operations team and Platform Relationship Managers, you will handle queries, manage data in the platform, assist with ISA subscriptions and payments, and continually look