Client Onboarding & Implementations Specialist

106 Global Fund Services Ltd.; Dublin; Hybrid; EUR 60,000 - 85,000; Full time

Benefits offered by this job

Healthcare for you

Pension Scheme

Tax Saver Travel Benefits

Bike to Work Scheme

On-site Gym

Job summary

SEI Investments is seeking a Client Implementation Specialist I to manage onboarding and coordinate complex fund administration services for clients. You will work with Sales, Operations, Solutions, and Relationship Management to ensure timely, accurate implementations.

The role requires 3–4 years in fund/financial services, knowledge of fund structures and fund accounting, and strong collaboration skills. Hybrid work model offered in Ireland.

Qualifications

• 3–4 years fund or financial services experience.
• Fund Services – Fund Accounting, Transfer Agency, Middle Office, Custody knowledge.
• A college degree.
• Demonstrated ability to work in a team environment.
• Understand fund administration theory and technical aspects.
• Working knowledge of fund administration systems.
• Knowledge of fund structures and shareholder servicing.
• Operations and customer service experience a plus.
• Project Management Certification is a plus.

Responsibilities

• Coordinate onboarding with Onboarding team manager for clients and stakeholders.
• Maintain portfolio of client implementations and escalate aged items.
• Prepare and maintain a comprehensive project plan with milestones and resources.
• Lead cross-functional partners to ensure timely launch/onboarding.
• Conduct regular launch meetings and provide status updates to clients.
• Serve as escalation point to resolve client issues promptly.
• Collaborate with vendors for third-party services when applicable.

Skills

Fluency in English

Organisational skills

Verbal and written communication

Team player

Problem solving

Education

Bachelor's degree

Project Management Certification

Tools

MS Excel

MS Word

Job description

SEI Investments is seeking a Client Implementation Specialist I to manage onboarding and coordinate complex fund administration services for clients. You will work with Sales, Operations, Solutions, and Relationship Management to ensure timely, accurate implementations.

The role requires 3–4 years in fund/financial services, knowledge of fund structures and fund accounting, and strong collaboration skills. Hybrid work model offered in Ireland.