Senior Client Services Specialist/Account Manager, Alternative Investment Funds

SEI; Oaks (PA); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Healthcare benefits

401(k) match

Tuition reimbursement

Paid parental leave

Paid time off

Job summary

SEI’s Investment Manager Services Division (IMS) in Oaks, PA is expanding its Relationship Management and Client Service team. As an Account Manager you will be the primary contact for daily activities and initiatives, building deeper client relationships and understanding client objectives.

You will onboard new clients, manage key projects (funds, mergers, transitions), help ensure revenue and profitability, and collaborate with internal teams to enhance SEI’s service offering.

Qualifications

• 8 years investment management/operational experience (Traditional or Alternative).
• Strong client relationship development and ability to consult with clients on business objectives.
• Demonstrated project leadership and ability to manage multiple deliverables.

Responsibilities

• Enhance client relationships by understanding client business and objectives and presenting innovative recommendations.
• Manage client and internal expectations, resolve issues, and advocate for clients and SEI.
• Lead onboarding of new clients and manage key client projects (funds, share classes, mergers, service-provider changes).
• Support revenue and profitability goals by identifying cross-selling opportunities and assisting recontract/RFP processes.
• Participate in professional development sessions to improve processes and overall service.

Skills

Team building

Client service

Project management

Communication (written & verbal)

Travel up to 20%

Education

Bachelor’s degree in Accounting, Finance, Economics, or related field

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.