Client Service Specialist I (Account Manager), Client Services Centralized Operations
Seic
·Today
- Location
- USA - PA - Oaks, United States of America
- Type
- Full-time
- Department
- Sales
- Seniority
- Manager
- Source
- Workday
Description
The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Centralized Operations team. The Centralized Operations team is responsible for servicing existing Hedge Fund clients and assisting with the conversion and implementation of future business.
The Client Service Specialist (Account Manager) is responsible for all aspects of the relationship including supporting SEI’s proprietary workflow system, the portfolio accounting system (Geneva), and supplemental systems/technology. This individual must have excellent verbal and written communication skills and be comfortable explaining processes both over the phone and in face to face meetings with clients. Ideally the candidate would be proficient with Microsoft Excel & Access and be comfortable working/manipulating data. The candidate is also required to have a thorough understanding of processes and procedures of a Hedge Fund's Operations, and be able to discuss our service offering in detail.
What you will do:
You will serve as main daily client contact.
You will cultivate and maintain close relationships with clients through proactive measures and written/verbal communication.
You are responsible for coordinating internal SEI resources on behalf of client (COPS, Recon, Accounting, Technology, etc.)
You will identify, resolve, and /or escalate critical issues
You will serve as representative for each client with the various third party vendors used by the teams.
You are responsible for coordinating all new business setups.
You will develop/document processes and controls for enhancements to our Alternative Fund Administration offering.
You will manage client and internal expectations for ad hoc requests
You will take a consultative approach with client project requests and recommend best practices, prioritize, scope, and implement when necessary custom specifications.
You will work with the team to continually define our service offering and manage client expectations
You must be comfortable working with various file and data formats
Some travel required (10-15%).
We want you to succeed and look for future solutions! Through attending and participating in various IMS and corporate professional development sessions, you will acquire the tools to identify processes across the division and organization.
You will have the opportunity to partner with a diverse team and grow your career.
What we need from you:
BA / BS in Business, Accounting, Finance, Economics, Mathematics or the equivalent in education and work experience.
Minimum 3.5 years related work experience in operations role supporting Alternative Investments.
Supervisory experience in Alt Operations.
Knowledge of financial and investment management account services.
Experience with Advent Geneva.
Experience with workflow tools a plus.
Strong dedication to quality customer service.
Excellent verbal communication skills.
Experience working with external clients a plus.
Excellent interpersonal skills/team player.
Ability to handle multiple tasks.
Ability to work under pressure.
Excellent organizational and problem solving skills.
Ability to assist in the analysis, development, and documentation of procedures and controls for the new unit.
Knowledge of Microsoft Office Products including Word, Excel, and Access.
Regular and reliable attendance in accordance with position, business and/or client need.
What we would like from you:
A drive to broaden one’s knowledge of the financial services industry by learning new concepts and systems and taking the initiative to apply it to daily work assignments.
Attention-to-detail to ensure that all deliverables consistently meet the highest standard of quality and accuracy
Collaboration with internal and external stakeholders. As the needs of our clients change, we need to be flexible to change with them.
Positivity and collegial approach in assisting both colleagues and clients and the ability to work in team environment.
Curiosity, critical thinking and attention to detail: Whether it’s to identify a solution to a problem or possibly help implement a more efficient process or procedure, your skills have a place in our business.
Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information. https://www.seic.com/
SEI’s competitive advantage:
To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about.
Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401(k) match, education assistance, commuter benefits, up to 11 paid holidays/year, 21 days PTO/year pro-rated for new hires which increases over time, paid parental leave, back-up childcare arrangements, paid volunteer days, a discounted stock purchase plan, investment options, access to thriving employee networks and more.
We are a technology and asset management company delivering on our promise of building brave futures (SM)—for our clients, our communities, and ourselves. Come build your brave future at SEI.
The position title reflected in this job description is aligned with SEI's current internal job architecture. As part of SEI's role and career framework, internal job titles may not directly correspond to external market titles and may differ from titles previously assigned during an employee's tenure or at the time of hire.
SEI is an Equal Opportunity Employer and so much more…
After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we’re (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.
SEI is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.
AI Acceptable Use in the application and interview process:
SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals’ personal and professional lives. If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please ensure you have reviewed and adhere to our AI use guidelines.
