SEI creates and provides innovative, comprehensive solutions for creating and managing wealth. We are a leading global provider of institutional and private client wealth management solutions. This includes asset management, investment processing and investment operations.
The SEI Wealth Platform (SWP) is an outsourcing solution used by wealth managers. Our technology enables wealth managers to effectively capitalise on their strategic objectives by providing infrastructure, operations and administrative support.
To ensure a high standard of service is provided at all times in order to maximise the client experience.
To play a key role in the resolution of complex client queries.
To manage through to effective resolution all client technical support requests.
To specialise in SEI Wealth Platform functions so as to be able to provide timely updates & resolution to client queries.
Become the client facing subject matter expert for given operational processes, technical solutions and new service offerings.
To participate in PSI/Agile releases with respect to client targeted/impacting developments
Ensure day to day team responsibilities are completed accurately and in a timely manner.
Participate in the team’s metrics, reporting and capacity calculations in order to drive effective MI reporting.
Act as liaison between various SIEL departments (Operations, Technical/Application Support, Service Delivery Managers, amongst others) and the client on daily business critical issues.
Ensure timely responses to client raised queries and provide effective resolution of issues/facilitation of service within the established service standards.
Escalate issues with potential client impact/detriment to the Service Delivery team, Technical Client Service Manager and Senior Client Service management as warranted.
Participate, as applicable, in Relationship Management meetings with clients in person and over the telephone.
Travel to meet with clients when required.
Build and maintain a working knowledge of SWP functionality and other internal technical solutions.
Participate in SEI initiatives where appropriate.
Continuously strive to identify and input into process improvements.
Ideally degree educated (or equivalent) 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.
Good 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
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 energised, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, strong pension plan, tuition reimbursement, hybrid working environment, and a work-life balance that enables you to relax, recharge and be there for the people you care about.
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.
SEI is an Equal Opportunity Employer and so much more…
After over 50 years, SEI remains a leading global provider of investment management, investment processing and investment operations solutions. Reflecting our experience within financial services and financial technology our UK office is based between the City of London and the growing technology hub of Shoreditch. The open plan nature of our office space, flowing lines and numerous art installations are designed to encourage innovation and creativity in our workforce. We recognise that our people are our most valuable asset and are (literally) invested in your success; we know that a healthy, happy and motivated workforce is key to our continued growth. We are focused on ensuring a healthy work-life balance and offer our employees benefits, which include private medical care for you and your family, access to GPs online for appointments, enhanced family leave, volunteer days, access to thriving employee networks and not forgetting free fruit.
SEI Investments (Europe) Ltd (‘SIEL’) is authorised and regulated by the Financial Conduct Authority (FRN 191713).
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
SEI (NASDAQ:SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry. SEI tailors its solutions and services to help clients more effectively deploy their capital—whether that’s money, time, or talent—so they can better serve their clients and achieve their growth objectives. As of Dec. 31, 2024, SEI manages, advises, or administers approximately $1.6 trillion in assets. For more information, visit seic.com.
Additional disclosures: https://seic.com/social
