Platform Service & Relationship Specialist
Job in
Wolverhampton, West Midlands, WV98, England, UK
Listed on 2026-07-28
Listing for:
Seven Investment Management
Full Time
position Listed on 2026-07-28
Job specializations:
-
Customer Service/HelpDesk
Client Relationship Manager, Customer Success Mgr./ CSM, Customer Service Rep
Job Description & How to Apply Below
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
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