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7IM · 4 weeks ago

Platform Relationship Manager (12 months FTC)

Select, KY

Full-time

Hybrid

Mid Level

7IM is a financial services company focused on managing and deepening relationships with strategically important clients. The role involves embedding the 7IM platform into client operations, ensuring service excellence, and supporting the delivery of business propositions.

AdviceConsultingFinancial ServicesMarket Research

Responsibilities

Act as a key relationship contact for assigned clients, ensuring consistent, high-quality engagement

Develop a deep understanding of each client’s business model, processes, and strategic goals

Embed platform functionality into client workflows to drive efficiency and enhance service delivery

Provide training and support to clients and their teams, both in-person and via Microsoft Teams

Collaborate internally to effectively resolve client queries and ensure seamless service delivery

Maintain detailed platform knowledge and share insights with internal stakeholders

Capture client feedback and contribute to platform development and proposition enhancements

Support campaigns and events as needed

Ensure all client activity is accurately recorded in CRM systems

Uphold FCA Consumer Duty principles and 7IM’s mission and tenets in all client interactions

Complete compliance requirements within required timeframes

Qualification

Relationship managementUK platform market knowledgeCommercial awarenessDigital tools knowledgeCommunication skillsAttention to detailFinancial services qualificationsPlanningTime management