Client Onboarding & Implementations Specialist

SEI; Dublin; Hybrid; EUR 55,000 - 75,000; Full time

Benefits offered by this job

Healthcare for dependents

Pension scheme

Bike to Work

On-site gym

Education assistance

Job summary

SEI Investments in Dublin seeks a Client Services Specialist I, Client Implementation to coordinate and manage fund administration and depositary services implementations for new and existing clients.

You will collaborate with Sales, Operations, Solutions and Relationship Management to ensure timely, accurate onboarding and high client satisfaction, maintaining project plans and status updates throughout the lifecycle.

Qualifications

• 3–4 years fund or financial services experience
• Fund Services - Fund Accounting, Transfer Agency, Middle Office, Custody knowledge
• A college degree

Responsibilities

• Work with Onboarding team manager to ensure smooth onboarding for clients and stakeholders
• Maintain portfolio of client implementations and escalate aged items
• Prepare a comprehensive project plan with deliverables, milestones and resources
• Coordinate with legal, AML, solutions, ops, technology and sales to launch new business
• Conduct regular launch meetings to ensure milestones are met
• Provide status updates to clients and partners (verbal and written)
• Serve as client escalation point to resolve issues
• Coordinate with third party vendors as needed

Skills

Fund knowledge

Project coordination

Client communication

MS Excel

Team collaboration

Education

Finance-related degree

Tools

MS Excel

Fund accounting software

Job description

SEI Investments in Dublin seeks a Client Services Specialist I, Client Implementation to coordinate and manage fund administration and depositary services implementations for new and existing clients.

You will collaborate with Sales, Operations, Solutions and Relationship Management to ensure timely, accurate onboarding and high client satisfaction, maintaining project plans and status updates throughout the lifecycle.