Client Implementation Specialist - Hybrid Role

SEI; Dublin; Hybrid; EUR 60,000 - 90,000; Full time

Benefits offered by this job

Healthcare for you and dependents

Pension scheme

Tax saver travel benefits

Bike to Work scheme

On-site gym with classes

Education assistance

Volunteer days

Life assurance

Employee share participation scheme

Job summary

SEI Investments in Ireland is seeking a Client Services Specialist I, Client Implementation. You will manage complex Fund Administration and Depositary Services implementations for new and existing clients, coordinating with clients, Sales, Operations and Relationship Management to ensure timely, accurate delivery.

The ideal candidate has 3–4 years in fund/financial services, experience in fund accounting, transfer agency, middle office, and custody, and a college degree.

Qualifications

• A minimum of 3 to 4 years fund or financial services experience.
• Fund Services – Fund Accounting, Transfer Agency, Middle Office, Custody experience/knowledge required.
• A college degree.
• Demonstrated ability to work in a team environment.
• Understand the theoretical and technical nature of fund administration.
• Working knowledge of fund administration systems.
• Knowledge of shareholder servicing and fund accounting requirements.
• Operations and customer service experience a plus.
• Project Management Certifications a plus.

Responsibilities

• Work closely with the Onboarding team manager to ensure a smooth onboarding experience for Clients and internal stakeholders.
• Maintain a current portfolio of client implementations, monitoring requests to ensure aged items are escalated timely.
• Prepare and maintain a comprehensive project plan outlining all project deliverables, milestones and resources.
• Identify and lead appropriate business partners (i.e., legal, AML, solutions , ops, technology, sales) to ensure timely launch/onboarding of new business to SEI.
• Conduct regular launch meetings to ensure adherence to project plan and milestones.
• Provide verbal and written status updates to clients and business partners.
• Serve as a point of escalation on behalf of the client to ensure timely issue resolution.
• Work with vendors when applicable for third party services.

Skills

Fund services knowledge

Client onboarding coordination

Project management basics

Teamwork

Education

College degree

Tools

MS Excel

MS Word

Fund administration systems

Job description

SEI Investments in Ireland is seeking a Client Services Specialist I, Client Implementation. You will manage complex Fund Administration and Depositary Services implementations for new and existing clients, coordinating with clients, Sales, Operations and Relationship Management to ensure timely, accurate delivery.

The ideal candidate has 3–4 years in fund/financial services, experience in fund accounting, transfer agency, middle office, and custody, and a college degree.