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
#J-18808-LjbffrPlatform Service & Relationship Specialist employer: Seven Investment Management
Seven Investment Management is an excellent employer, offering a dynamic work culture that fosters innovation and collaboration in the heart of the financial sector. Employees benefit from comprehensive professional development opportunities, competitive remuneration, and a commitment to work-life balance, all while contributing to cutting-edge projects in hybrid cloud networking and infrastructure. With a focus on employee well-being and growth, this role provides a meaningful chance to make a significant impact within a forward-thinking organisation.
Contact Details:
Seven Investment Management Recruitment Team
