Sei Investments Company
Account Manager
Oaks, Pennsylvania, United States of America · Mid
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About the role
- 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.
- Client engagement and a dedication to quality service is a must for success.
Responsibilities
- 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.
- Manage client and internal expectations while identifying, resolving and/or escalating critical issues.
- 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.).
- 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.
- You will have the opportunity to partner with a diverse team and grow your career.
- Strong team building skills Excellent Client Service skills built around the SEI Client Experience Principles.
- 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 10% of your time What we would like from you: A drive to learn new systems and concepts to ultimately have a broad knowledge of the industry.
Requirements
- What we need from you: Bachelor's Degree in Accounting, Finance, Economics, or related field (or equivalent experience).
Benefits
- We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.
Company info
- At SEI, we're (literally) invested in your success.
Equal opportunity
- 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.
This listing is sourced directly from Sei Investments Company's careers page and normalized into a canonical job model.