DC Pensions Client Success Partner

SEI

Greater London

On-site

GBP 40,000 - 60,000

Full time

13 days ago

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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

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.

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