Platform Support & Client Relations Lead

Seven Investment Management; London; On-site; NOK 355,000 - 532,000; Full time

Job summary

Seven Investment Management in London seeks an office-based customer service professional to provide frontline telephone support for the 7IM platform. You will handle queries via phone and email from financial planners and wealth managers, delivering accurate information and timely responses.

The role requires strong relationship building, data accuracy, and the ability to work with platform systems and CRM.

Qualifications

• Experience handling telephone and email queries from financial intermediaries.
• Knowledge of UK platform market and regulatory environment is beneficial.
• Familiarity with platform administration and tax wrappers is advantageous.
• Understanding of advisory market in the UK and related policies.

Responsibilities

• Answer telephone and email queries from intermediaries promptly and professionally.
• Escalate only when necessary and manage caller expectations.
• Own queries: analyze, research, and provide solutions using systems knowledge.
• Maintain data in 7IM platform and CRM, execute tasks like ISA subscriptions.
• Collaborate with Operations to ensure accurate, timely client communications.
• Support in testing platform developments and suggesting process improvements.

Skills

Telephone etiquette

Relationship building

Intermediary liaison

Data entry accuracy

Issue analysis & resolution

Financial services awareness

Education

Relevant Financial Services qualifications

Job description

Seven Investment Management in London seeks an office-based customer service professional to provide frontline telephone support for the 7IM platform. You will handle queries via phone and email from financial planners and wealth managers, delivering accurate information and timely responses.

The role requires strong relationship building, data accuracy, and the ability to work with platform systems and CRM.