Operations Implementations Analyst

SEI Investments Company; London; On-site; GBP 40,000 - 80,000; Full time

Job summary

An established industry player seeks a dedicated client support specialist to enhance client experiences through effective communication and problem-solving. This role involves managing client technical support requests, resolving complex queries, and acting as a subject matter expert on operational processes. The company promotes a healthy work-life balance and values innovation, making it an exciting opportunity for those passionate about financial services. Join a collaborative team that encourages personal growth and offers a range of benefits to support your well-being.

Benefits

Private Medical Care

Online GP Access

Enhanced Family Leave

Volunteer Days

Employee Networks

Free Fruit Twice Weekly

Qualifications

• Degree educated with experience in financial services, preferably in private banking.
• Good project management and organizational skills.

Responsibilities

• Act as liaison between various departments and the client on critical issues.
• Ensure timely responses and effective resolution of client queries.

Skills

Project Management

Organizational Skills

Attention to Detail

Communication Skills

Problem-Solving Skills

Education

Degree in Finance or Equivalent

Job description

At SEI, we value our employees and believe in driving growth through change. Part of building brave futures is making a concerted effort to develop and challenge our employees to achieve their goals through internal job mobility.

What you will do:

Key Objectives:

1. To ensure a high standard of service is provided at all times to maximize the client experience.
2. To play a key role in resolving complex client queries.
3. To manage all client technical support requests through to effective resolution.
4. To specialize in SEI Wealth Platform functions to provide timely updates and resolutions to client queries.
5. Become the client-facing subject matter expert for operational processes, technical solutions, and new service offerings.
6. To participate in PSI/Agile releases related to client-impacting developments.
7. Ensure daily team responsibilities are completed accurately and promptly.
8. Participate in metrics, reporting, and capacity planning to support effective MI reporting.

Responsibilities:

1. Act as liaison between various SIEL departments and the client on critical daily issues.
2. Ensure timely responses and effective resolution of client queries within established standards.
3. Escalate issues with potential client impact to appropriate management levels.
4. Participate in relationship management meetings with clients, in person and via phone.
5. Travel as required to meet clients.
6. Build and maintain knowledge of SWP functionality and internal technical solutions.
7. Participate in SEI initiatives where appropriate.
8. Continuously seek process improvements and contribute ideas.

What we need from you:

1. Ideally degree educated (or equivalent) with experience in financial services, preferably in private banking, mutual funds, or investment advisory, with industry knowledge of private banking, asset management, and investment processing.
2. Good project management, organizational, and PC skills.
3. Process-oriented with strong attention to detail.
4. Ability to handle multiple tasks and projects with tight deadlines.
5. Effective written and verbal communication skills.

What we would like from you:

• Responsiveness, accountability, and adaptability.
• Professionalism and leadership qualities.
• Critical thinking and problem-solving skills.
• Self-motivation and willingness to learn.
• Support for a healthy team environment.
• Alignment with SEI Values: courage, integrity, collaboration, inclusion, connection, and fun. More details are available on our website.

SEI is an Equal Opportunity Employer and more…

With over 50 years of experience, SEI is a leading global provider of investment processing, management, and operations solutions. Our UK office, located between London’s City and Shoreditch, fosters innovation and creativity through its open-plan design and art installations. We invest in our people’s success, promoting a healthy work-life balance with benefits including private medical care, online GP access, enhanced family leave, volunteer days, employee networks, and free fruit twice weekly.

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