Client Services Specialist I, Client Implementation

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 is a leading global provider of asset management and investment technology solutions. The company's innovative solutions help corporations, financial institutions, financial advisors, and affluent families create and manage wealth. SEI is a people focused organization which encourages and recognizes employee development as being a critical component in the provision of excellent client service. An open, collaborative and detail oriented environment underpins this business objective.

Client Services Specialist I, Client Implementation will manage and coordinate the implementation of comprehensive and complex Fund Administration and Depositary Services ("services") to new and existing clients. This individual will be responsible for working closely with the Client, the Sales organization, Operations, Solutions and the Relationship Manager to enhance the satisfaction of our clients through timely and accurate implementations.

What You’ll Do

• 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

What You Will Bring To The Table

• 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
• Working knowledge of MS Excel & Word
• Knowledge of fund structures
• Knowledge of shareholder servicing and fund accounting requirements
• Operations and customer service experience a plus
• Project Management Certifications a plus

Attributes We Value

• Strong organisational skills, concern for quality, accuracy and working to deadlines
• Excellent verbal and written communication skills
• Excellent interpersonal skills, customer service orientation
• Professional and proactive approach to work
• Ability to adapt to a changing environment
• Energy, accountability and drive.
• Fluency in English Language (both verbal and written) essential.
• Team player with positive 'can do' attitude with excellent problem solving skills.

Benefits You Can Expect

• Healthcare for yourself, your spouse and any dependents up to the age of 18 years.
• Pension Scheme.
• Tax Saver Travel Benefits.
• Bike to Work Scheme.
• On-site Gym with Fitness Classes and 1:1 PT Sessions.
• Club Supplement.
• Education Assistance.
• Competitive Family & Annual Leave Entitlements as well as 2 Paid Volunteer Days per year.
• Life Assurance & Group Income Protection.
• Employee Share Participation Scheme.

We are focused on ensuring a healthy work-life balance and offer a hybrid working model and flexible working hours.

The position title reflected in this job description is aligned with SEI's current internal job architecture. As part of SEI's role and career framework, internal job titles may not directly correspond to external market titles and may differ from titles previously assigned during an employee's tenure or at the time of hire.

SEI is an Equal Opportunity Employer and so much more...

We recognize that our people are our most valuable asset and are (literally) invested in your success; we know that a healthy, happy and motivated workforce is key to our continued growth. We are focused on ensuring a healthy work-life balance and offer our employees benefits which include private medical care for you and your family, educational assistance scheme and actively encourage work life balance.

AI Acceptable Use In The Application And Interview Process

SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals' personal and professional lives. If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please ensure you have reviewed and adhere to our AI use guidelines.