About The Role

Provide office based front line telephone servicing and support to the 7IM platform clients. Engage extensive direct telephone and email contact with financial planners, paraplanners and wealth managers (intermediaries). Develop strong relationships and outstanding service for all queries and interactions with the 7IM platform.

Work closely with the Regional Platform Relationship Managers and Operations team to deliver excellent customer service to our intermediary practices.

Responsibilities

• Efficiently and effectively answer telephone and email queries from intermediaries, escalating in a minority of cases as appropriate.
• Ensure all calls are answered in a timely manner and dealt with appropriately, managing the caller’s expectations where necessary.
• Take ownership of queries; analyse, research and provide solutions using knowledge of the systems and processes.
• Service assigned intermediary f...