Client Service Support Professional

SEI; Oaks (PA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Healthcare

401(k) match

Paid time off (PTO)

Parental leave

Back-up childcare

Volunteer days

Job summary

SEI is seeking a Client Service Professional to join the Investment Manager Services Division. You will manage regulatory reporting, shareholder communications and marketing review for 40 Act clients, coordinating with printers and transfer agents to ensure accurate distribution of prospectuses and annual reports.

You will liaise with IMS clients, resolve incidents quickly, stay current with industry standards, and drive process improvements across legal, SIDCO, and relationship teams.

Qualifications

• BA/BS in Business or Marketing or equivalent work experience.
• Minimum of 2 years' experience in mutual fund or hedge fund industry.
• Strong written and verbal communication skills.
• Excellent project management skills.

Responsibilities

• Serve as primary liaison between SEI and IMS clients to support SEI products and services.
• Resolve client incidents, inquiries and service issues; identify opportunities for service improvements.
• Manage regulatory reporting (prospectuses, proxy statements, annual reports) for 40 Act clients.
• Coordinate printing and distribution of regulatory reports with printers, transfer agents, and clients.
• Support marketing reviews and distribution of client marketing collateral materials.
• Lead project work for product launches, share class additions, and regulatory updates.

Skills

Client service

Project management

Communication

Attention to detail

Team collaboration

Education

BA/BS in Business or Marketing

Tools

Excel

Marketing workflow software

Job description

The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our client relationship team as a Client Service Professional supporting its traditional investment manager clients. Our primary goal is focused on ensuring that our clients are receiving a world class client experience consistent with our Client Experience Principles and helping our clients succeed through improving their businesses and lives. The Client Service Professional supports the administration and distribution services to multiple IMS clients offering Mutual Funds, Exchange Traded Funds and Collective Investment Trusts. The Client Service Professional is responsible for managing client regulatory reporting, marketing review, shareholder communications, and project management for our clients. Project management responsibilities include product implementations, proxy solicitation and other distributor or administration functions.

What you will do:

You will be the primary liaison between SEI and IMS clients to support SEI products and services and promote a superior client relationship. Respond quickly and effectively to resolve client incidents, inquiries, and service issues and identify opportunities for service improvements. Keep abreast of new services and evolving industry standards and developments. As a Client Service Professional, you will manage shareholder and third-party distribution of regulatory reports (prospectuses, stickers, proxy statements, semi-annual and annual reports) for 40 Act clients. You will organize shareholder information and coordinate printing process with outside printers for all regulatory reports. You will coordinate regulatory report distribution with clients, administration, legal and transfer agent to ensure accuracy. You will facilitate marketing review and assist in the distribution of client's product marketing collateral materials. You will manage various regulatory requirements related to the distribution and availability of prospectuses, statement of additional information, XBRL, etc. You will train clients regarding legal comments and FINRA requirements, SEI marketing review workflow software. You will assist in the distribution of product marketing materials and advertisements for 40 Act and Collective Investment Trust clients, serving as the main marketing contact point for clients. You will work with 40 Act clients to create and maintain product websites and make introductions to outside web developers. You will develop and manage process for consistent execution of marketing plan administration across legal, SIDCO and relationship teams. You will coordinate shareholder statement messaging and annual tax letters with client service team, client and transfer agency. You will manage and strengthen existing vendor relationships with printers, fulfillment houses, website developers, regulatory report distribution providers and advertising agencies. Introduce and manage new relationships as needed. You will assist the Account Management Team with select projects – project responsibilities associated with client product launches, share class additions, fund mergers, KPI reports & meetings, proxy solicitations, legal distributor functions, regulatory updates, and other shareholder communications. We want you to succeed and look for future solutions! Through attending and participating in various IMS and corporate professional development sessions, you will acquire the tools to identify processes across the division and organization as well as opportunities to streamline for our clients. We see your role as a partnership to our business and want recognize your contributions. BA / BS in Business or Marketing or equivalent work experience. Minimum of 2 years' experience in mutual fund or hedge fund industry with proven success operating in cross-functional team. Intermediate skills in Microsoft Excel. The self-motivation and drive to monitor multiple client deliverables without sacrificing excellence or quality. Strong written and verbal communication skills as you will primarily support your clients through email and/or phone calls. Strong customer service skills as you will be communicating daily with internal and external clients. Proven client service experience. Excellent project management skills. Ability to manage multiple projects and agendas simultaneously. Excellent communication skills (verbal, written and presentation communications skills). Ability to lead and facilitate group processes. Demonstrated initiative and drive to manage projects.

What we would like from you:

A drive to broaden one's knowledge of the financial services industry by learning new concepts and systems and taking the initiative to apply it to daily work assignments. High Energy, flexibility, and grace under pressure – ability to handle multiple projects simultaneously. Collaboration with internal and external stakeholders. As the needs of our clients change, we need to be flexible to change with them. Positivity and collegial approach in assisting both colleagues and clients and the ability to work in team environment. Curiosity, critical thinking and attention to detail: Whether it's to identify a solution to a problem or possibly help implement a more efficient process or procedure, your skills have a place in our business. Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information. https://www.seic.com/

SEI's competitive advantage:

To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about.

Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401(k) match, education assistance, commuter benefits, up to 11 paid holidays/year, 21 days PTO/year pro-rated for new hires which increases over time, paid parental leave, back-up childcare arrangements, paid volunteer days, a discounted stock purchase plan, investment options, access to thriving employee networks and more.

We are a technology and asset management company delivering on our promise of building brave futures (SM)-for our clients, our communities, and ourselves. Come build your brave future at SEI.

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...

After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we're (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.

SEI is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.

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.