Client Services Specialist, Defined Contribution

SEI; Greater London; On-site; GBP 40,000 - 60,000; Full time

Benefits offered by this job

Hybrid working environment

Private medical care for you and your

Family coverage

Job summary

SEI is seeking a proactive DC Client Services Specialist to own the management and delivery of high-quality service to Master Trust clients as we grow. You will work with SEI and external partners to anticipate client needs, drive actions and deliver a white-glove service, developing into a trusted partner.

You will collaborate with internal teams to support client communications, webinars and meetings, and contribute to new business opportunities while maintaining strong client relationships.

Qualifications

• Experience in a client-facing role within pensions, financial services or a related environment.
• Strong interpersonal and communication skills with ability to build trusted relationships.
• Ability to understand evolving client needs and manage multiple priorities.
• Proactive ownership and willingness to learn and develop in role.
• Collaborative working style and openness to feedback.

Responsibilities

• Proactively support SEI’s service delivery to DC clients and act as a strong client advocate.
• Understand clients’ evolving needs and engage the wider team to address them.
• Support member communication strategies and engagement sessions (webinars and meetings).
• Contribute to growth by supporting client meetings and turning opportunities into long-term relationships.
• Attend client meetings and ensure actions and follow-ups are tracked and completed.

Skills

Client relationship management

Pensions knowledge

Financial services experience

Stakeholder management

Proactive mindset

Job description

We are looking for a proactive DC Client Services Specialist who will play a key relationship role, taking ownership of the management, development and day-to-day delivery of a high-quality service to our Master Trust clients as we continue to grow and partner with new clients.

We are particularly interested in individuals who have developed strong foundations in a client-facing, pensions or financial services role and are looking for an opportunity to accelerate their career in client relationship management. You may not yet have extensive DC client management experience, but you will demonstrate a proactive approach, take ownership of your work, look for opportunities to add value and have a genuine desire to learn and develop. For us, attitude, initiative and potential are just as important as technical experience.

As a key member of the DC Client Team, you will work collaboratively with colleagues across SEI and our external partners to anticipate client needs, take ownership of actions and see them through to completion, and help deliver the high-touch, “white-glove” service that we aim to provide to our clients. You will enjoy building relationships and be motivated to take on increasing responsibility, developing over time into a trusted partner to our clients.

About the SEI Master Trust

The SEI Master Trust offers a comprehensive end-to-end solution for employers seeking to provide their employees with a high-quality workplace pension scheme. Supported by a team of in-house investment experts, global scale, and a track record as one of the UK’s first commercial master trusts, the SEI Master Trust integrates investment management, member communications, and administration - guiding members to and through retirement

What you will do:

• You will proactively support all aspects of SEI’s service delivery to DC clients, taking ownership of actions, coordinating activity across SEI and acting as a strong client advocate.
• You will understand and anticipate clients’ evolving needs, identifying potential issues and opportunities and engaging the DC Proposition Team and wider business in a timely and constructive way.
• You will help our DC clients deliver their member communication strategies, including supporting member engagement sessions through webinars and face-to-face meetings, and working with colleagues and suppliers to ensure communications are clear, accurate and delivered on time.
• You will support the growth of our DC business, contributing to consultant meetings and the process of converting new opportunities into long-term client relationships.
• You will attend and contribute to client meetings, ensuring agreed actions, issues and follow-ups are clearly owned, recorded and progressed through to completion.
• You will keep abreast of relevant legislative, governance and administration developments and work with the team to understand and manage their impact on clients and our service.
• You will contribute to new business opportunities and support new client implementations, taking ownership of assigned workstreams and identifying and escalating risks or dependencies at an early stage.
• You will work collaboratively with internal teams and external suppliers, maintaining strong and effective relationships and helping to ensure high-quality services are delivered to our clients.
• You will develop strong relationships with clients and their professional advisers, building trust through responsiveness, ownership and consistently high-quality delivery, with the aim of becoming a trusted partner to our clients.
• You will contribute to ad-hoc projects and wider team initiatives as required, demonstrating flexibility, initiative and a willingness to support colleagues.
• All SIEL employees are responsible for the identification, assessment and control of risks and risk events. Employees will maintain a good understanding of applicable policies, procedures, risk appetites and tolerance relevant to their function and or business unit, and are expected to consider current and potential risks when making or informing business decisions. Employees are responsible for the accurate and timely escalation and recording of incidents associated to relevant risks. In addition, employees are responsible for completing all required Risk Management training.

What we need from you:

• Experience in a client-facing role within pensions, financial services or a related environment.
• Excellent interpersonal skills, with the ability to build strong and trusted relationships with clients, professional advisers, suppliers and colleagues, always acting in the best interests of our clients.
• Strong listening, verbal and written communication skills, with the judgement to adapt your approach to different audiences, including clients, members, advisers and colleagues.
• Strong organisational skills, with the ability to manage multiple priorities, plan ahead, understand dependencies and identify and elevate risks early.
• A proactive mindset and personal ownership, with the confidence to identify what needs to be done, agree next steps and drive actions through to completion without waiting to be prompted.
• A collaborative working style, with a willingness to support colleagues, share knowledge and contribute positively to the wider DC Client Team. A curious approach and a genuine desire to learn, with openness to feedback and a firm commitment to developing your technical knowledge in the role.

What we would like from you:

• Previous experience of working within DC pensions, ideally in an in-house, consultancy or provider role.
• Existing knowledge of DC pensions, investments, governance and/or administration.
• Experience of seeing projects or client implementations through from end to end, coordinating workstreams and stakeholders.
• Experience of supporting member communications or engagement activity, such as webinars or face-to-face sessions.
• An awareness of relevant legislative, governance and administration developments affecting DC schemes.
• 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 energised, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, strong pension plan, tuition reimbursement, hybrid working environment, and a work-life balance that enables you to relax, recharge and be there for the people you care about.

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, SEI remains a leading global provider of investment management, investment processing and investment operations solutions. Reflecting our experience within financial services and financial technology our UK office is based between the City of London and the growing technology hub of Shoreditch. The open plan nature of our office space, flowing lines and numerous art installations are designed to encourage innovation and creativity in our workforce. We recognise that our people are our most valuable asset and are (literally) invested in your success; we know that a healthy, happy and motivated workforce is key to our continued growth. We are focused on ensuring a healthy work-life balance and offer our employees benefits, which include private medical care for you and your family, access to GPs online for appointments, enhanced family leave, volunteer days, access to thriving employee networks and not forgetting free fruit.

SEI Investments (Europe) Ltd (‘SIEL’) is authorised and regulated by the Financial Conduct Authority (FRN 191713).

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.