Service Analyst – Client Services 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:
- To take part in onboarding projects of new clients
- Act as liaison between SEI’s Operations and the client on daily operational and business critical issues.
- 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.
Other:
- 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.
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