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This role is a unique opportunity for an individual who is willing to challenge themselves and play a key role in client onboarding. The role involves interacting with internal and external teams on a regular basis which would suit a candidate with excellent communication skills and an ability to influence stakeholders. The role is very varied and no two days are the same which gives an ideal opportunity for the role holder to develop themselves and build an excellent working knowledge of the wider business.
Key Objectives of the Role:
To play a key role in client onboarding to ensure operations readiness
To play a key role in the resolution of complex client queries, by handling any daily complex operational issues requiring interaction between SEI operations groups and our clients.
To manage through to effective resolution all complex client application support requests.
To specialise in operational functions to provide timely updates/resolution to function specific queries.
Become the client facing subject matter expert for given operational process(es)
Act as liaison between SIEL's Operations and the client on daily operational and business critical issues.
Ensure timely response to customer queries on operational issues and provide effective resolution/facilitation of issues within the established service standards.
Escalate operational service issues to the Relationship team and Middle Office Manager as warranted.
Participate, as applicable, in Relationship Management meetings with clients in person and over the telephone
Travel to meet with clients when required.
Build and maintain a working knowledge of SEI's operating services.
Participate in Operations unit initiatives where appropriate.
Continuously strive to identify and input into process improvements.
Keep Current – (market conditions, regulation, SEI products and services, etc) and maintain ongoing and effective communication and alignment of these with client business practices.
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 experience within financial services. Private banking, mutual funds and investment advisory is preferred as is industry knowledge of private banking, asset management and investment processing.
Ability to handle multiple tasks and projects with tight delivery schedules.
Effective written and verbal communication skills.
Responsiveness, accountability and adaptability.
Professionalism and leadership.
Critical thinking and problem-solving skills.
Self-motivated and willing to learn.
Supports a healthy team environment
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.