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› Key point of contact for clients and SEI taking day to day accountability for all aspects of operational and technical service to clients. › Forge and maintain a strong working partnership with the Relationship Management team acting as an extension of the RM team at all times, whilst taking into account internal business requirements.
Client Service Delivery:
› Act as liaison between SEI and the client on operational, technical and business critical issues. › Act as an escalation point for Operational and Technical units in client communications. › Ensure timely resolution of day-to-day operational issues for clients is being maintained. › Manage and facilitate client meetings involving planning, service reviews and procedural changes and enhancements. › Support and work with the Client Relationship Management Team on client initiatives. › Escalate operational service issues to the Client Relationship Management Team as warranted. › Proactively communicate with clients on matters relating to operational activities or deliverables and ensure all queries & questions are acknowledged, resolved and responded to in accordance within the established service standards. › Oversight of Relationship Management meetings with clients in person and over the telephone. › Responsible for oversight of trend analysis and key volume drivers alongside the delivery of SLA and other risk / management reporting. › Participate in unit initiatives where appropriate. › Continuously strive to identify and input into process improvements.
Recruit, motivate, manage and develop the Service Delivery team including: › Assist Head of Service Delivery with the review of individual/team performance against objectives set and help to coach/mentor individuals to develop skills. › Assist with recruitment to ensure we recruit the best talent available outlining job specifications and conducting any briefing sessions/interviews/assessments/feedback, etc as required in conjunction with internal recruitment.
› Build and maintain a working knowledge of clients operating environments. › Keep Current – (market conditions, regulation, SEI products and services, etc) and maintain ongoing and effective communication and alignment of these with client business practices. › Ensure team participation in Operational unit initiatives. › Identify process improvement opportunities where appropriate. › Be able to travel to meet with clients and for specific client events when required. › Maintenance and updating of internal systems/ data reference points in agreed format to ensure consistency and communication of relevant information within the team and ensure integrity of data. › Any other ad-hoc projects as required.
› Adhere to all relevant FCA requirements and compliance.
Technical Capabilities/Skills & Experience Required For The Role:
› Ideally degree educated (or equivalent) with solid experience in financial services including specific background in private banking; experience in mutual funds and investment advisory services is preferred. › Strong industry knowledge of private banking, asset management and investment processing and a proven track record in financial operations, investments and client relationship management. › Exceptional proven client servicing / relationship skills. › Be able to conduct key client facing meetings when representing SEI. › Strong people management / coaching skills. › Excellent project management skills
About the SEI Wealth PlatformSM
The SEI Wealth Platform (the Platform) is an outsourcing solution for wealth managers encompassing wealth processing services and wealth management programs, combined with business process expertise. With the Platform, SEI provides wealth management organizations with the infrastructure, operations, and administrative support necessary to capitalize on their strategic objectives in a constantly shifting market. The SEI Wealth Platform supports trading and transactions on 158 stock exchanges in 56 countries and 43 currencies, through the use of straight-through processing and a single operating infrastructure environment. For more information, visit: seic.com/wealthplatform.
SEI is an equal opportunities employer
Now in its 50th year of business, SEI (NASDAQ:SEIC) is a leading global provider of investment processing, investment management, and investment operations solutions that help corporations, financial institutions, financial advisors, and ultra-high-net-worth families create and manage wealth. As of December 31, 2017, through its subsidiaries and partnerships in which the company has a significant interest, SEI manages, advises or administers $861 billion in hedge, private equity, mutual fund and pooled or separately managed assets, including $337 billion in assets under management and $518 billion in client assets under administration. For more information, visit seic.com.
SEI Investments (Europe) Limited ("SIEL") is SEI's London based European subsidiary and is regulated by the Financial Conduct Authority.