Senior Client Services Specialist/Account Manager, Alternative Investment Funds

181 SEI Global Services, Inc.; Oaks (PA); On-site; USD 110,000 - 160,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) match

Education assistance

Commuter benefits

Paid holidays

Paid time off

Parental leave

Back-up childcare

Volunteer days

Stock purchase plan

Investment options

Employee networks

Job summary

SEI Global Services, Inc. is seeking an Account Manager within the Investment Manager Services Division (IMS).

You will be the primary contact for daily client activities, building deep client relationships, onboarding new clients, and driving key projects such as fund openings, mergers, and asset pool changes. You will consult with clients to align with business objectives, manage expectations, and collaborate with internal teams to continually improve service offerings.

Qualifications

• Bachelor’s Degree in Accounting, Finance, Economics, or related field (or equivalent experience).
• 8 years investment management/operational experience.
• Strong client service, communication, and project management skills.

Responsibilities

• Develop, maintain and expand client relationships for existing clients.
• Lead onboarding of new clients and manage key client projects (fund openings/closings, mergers, asset pool changes).
• Identify cross-selling opportunities and support recontracts and RFP processes.
• Collaborate with internal teams to improve service offerings and meet revenue objectives.

Skills

Relationship management task

Project management

Communication skills

Client service excellence

Education

Bachelor’s degree in Accounting/Finance/Economics

Job description

The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members to join our Relationship Management and Client Service team. Our primary goal is to provide an exceptional client experience to our clients. As an Account Manager you will develop, maintain and expand the client relationships with existing clients serving as the primary point of contact for the daily activities and initiatives of your clients.

What you’ll do:

Enhance the client relationship by building deeper and broader relationships within your client base and developing an intimate understanding of your clients’ business and objectives. Utilize industry and SEI Solutions knowledge to consult with clients and present innovative recommendations relating to: industry trends, product differentiation (product rollout, new classes, channels, etc), new market opportunities, success stories, etc.). Client engagement and a dedication to quality service is a must for success. Manage client and internal expectations while identifying, resolving and/or escalating critical issues. You will be a strong advocate for your clients internally and a strong advocate for SEI externally. Utilizing your experiences you will engage with internal teams to find creative ways to continually define our service offering and contribute to the success of the market unit by identifying and participating in department wide initiatives to improve effectiveness. You will lead the onboarding of new clients and manage key client projects (prioritize projects, identify new projects to be initiated, gather resources, monitor milestones, perform business analysis, document, etc.). These projects include the opening and closing of funds and share classes, coordinating fund mergers, asset pool conversions and external service provider changes. It is critical that you ensure that standardized processes are created and used to manage routine activities. Assist with helping IMS meet its business objectives by helping ensure client relationships maintain revenue and profitability goals. This requires your active involvement in helping identify cross selling opportunities and supporting the recontract and RFP processes. We want you to succeed and look for future solutions! Through attending and participating in various IMS and corporate professional development sessions and industry conferences, 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 to recognize your contributions.

What you bring to the table:

Bachelor’s Degree in Accounting, Finance, Economics, or related field (or equivalent experience). 8 years investment management/operational experience (Traditional or Alternative). Strong team building skills Excellent Client Service skills built around the SEI Client Experience Principles. Proven project management skills. The self-motivation and drive to monitor multiple client deliverables without sacrificing excellence or quality. Strong written and verbal communication skills and as you will primarily support your clients through email and/or phone calls. Willingness to travel up to 20%.

Attributes we value:

A drive to learn new systems and concepts to ultimately have a broad knowledge of the industry. Collaboration with internal and external stakeholders. As the needs of our clients change, we need to be flexible to change with them. Positivity and genuine interest in assisting both colleagues and clients. Curiosity and critical thinking: 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.

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.

We are global provider of technology, operations, and asset management services for the financial services industry. We tailor our solutions to help clients make effective use of their capital—whether that’s money, time, or talent—so they can grow and better serve their clients.

At SEI, we’re committed to fostering an inclusive workplace where everyone has the same opportunities to grow, develop, and succeed.