Client Services Specialist – Operations recruitment
BUSINESS UNIT INFORMATION:
SEI is developing a transformational service and technology capability, incorporating functionality for client administration, financial and non-financial advice, investment modelling and decision support through to full client accounting, portfolio administration and reporting. The suite of services will be the first of its kind, built on a deep understanding of the new wealthy client and how advisers must adapt to serve them and provides truly end-to-end functionality, all residing on a single global platform. This allows for a holistic view of client relationships and their activities with control metrics.
KEY OBJECTIVES OF THE ROLE:
• To play a key role in the client relationship by handling any daily operational issues requiring interaction between SEI operation groups and our clients.
• To provide a superior level of customer service and manage through to effective resolution all client first-level application support requests.
RESPONSIBILITIES:
• Act as liaison between SEI’s Operations and the client on daily operational and business critical issues.
• Proactively communicate with clients on matters relating to operational activities or deliverables.
• Ensure timely response to customer queries on operational issues and provide effective resolution/facilitation of issues within the established service standards.
• Ensure that service requests and resolutions are recorded in issues tracking system.
• Escalate operational service issues to the Client Relationship Management Team as warranted.
• Participate, as applicable, in Relationship Management meetings with clients in person and over the telephone.
• Travel to meet with clients and for specific client events (in and outside of standard office hours) when required.
• Build and maintain a working knowledge of clients’ operating environments.
• Participate in Operations unit initiatives where appropriate.
• Continuously strive to identify and input into process improvements.
OTHER:
• Keep Current – (market conditions, regulation, SEI products and services, etc) and maintain ongoing and effective communication and alignment of these with client business practices.
• Maintenance and updating of internal systems/ data reference points in agreed format to ensure consistency and communication of relevant information within the team and ensure integrity of data.
• Any other ad-hoc projects as required.
BEST PRACTICE:
• Adhere to all relevant FSA requirements and compliance. Position Requirements:TECHNICAL CAPABILITIES/SKILLS EXPERIENCE REQUIRED FOR THE ROLE:
• Ideally degree educated with experience within financial services. Private banking, mutual funds and investment advisory is preferred as is industry knowledge of private banking, asset management and investment processing.
• Excellent project management, organizational and PC skills.
• Process-oriented with strong attention to detail.
• Ability to handle multiple tasks and projects with tight delivery schedules.
• Effective written and verbal communication skills.
• Responsiveness, accountability and adaptability.
• Professionalism and leadership.
• Critical thinking and problem-solving skills.
• Self-motivated and willing to learn.
• Supports a healthy team environment