7IM Salary
55 BISHOPSGATE LONDON EC2N 3AS ENGLAND
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Earnings on positions in 7IM
7IM is looking for employees for positions:
service manager
Responsibility
- efficiently and effectively answering telephone and email queries from intermediaries, escalating in a minority of cases as appropriate
- ensuring 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
- servicing intermediary firms in a pooled account service model taking responsibility for specific tasks which are scheduled on a rota basis
- liaising closely with relevant members of the Operations team to ensure full communication and understanding, minimising errors and maximising service levels
- planning and organising workflow with the Platform Relationship Manager and Regional teams, especially during client reporting periods
- assisting in the testing of the development of the platform including writing and maintaining user acceptance testing scripts
- evaluate improve and streamline the processes and procedures for servicing platform business
Requirements
- relevant Financial Services qualifications will be advantageous
- excellent telephone manner including the ability to actively listen to, troubleshoot and resolve customer queries
- ability to build relationship and rapport building skills to rapidly establish a high level of trust with wealth managers
- managing client expectations of the outcome of the telephone requests
- demonstrate a high level of ownership, competence, reliability, and responsiveness
- planning and organising skills to maximise the efficiency of operation and service, including prioritising appropriately
- accuracy, thoroughness and attention to detail in order to maintain the highest levels of service
- written skills, to clearly, concisely, and thoroughly present information to wealth managers, platform relationship managers and their teams