Client Service Professional

SEI's Banking and Wealth Management group is hiring a Client Service Professional to assist our clients experience outstanding service through support, education and solutions. As the center point for all ongoing client communication and solutions, the Service Professional is critical to the success of SEI and our ongoing client relationships. As a member of the Private Banking Team, the focus of this position is to provide superior client service to meet client business needs.  The individual should be self-motivated, and responsible for interpreting and delivering services to meet the client’s business needs and communicating across all SEI teams.

What you will do:

• You will be the primary liaison between SEI and multiple Firms each business day to support SEI products and services and promote a superior Firm experience.

• Respond quickly and effectively to resolve Client incidents, inquiries, and service issues and identify opportunities for service improvements. 

• Leverage the knowledge of SEI services and relationships within SEI, including Service Managers, Relationship Managers, SEI Trust Company, and Technology Support, to deliver world-class quality services each day for multiple Firms.

• Assume accountability to address, monitor, and resolve assigned Firm incidents and issues.

• Educate Firms in person and virtually on SEI Private Banking’s continuous improvement and best practice initiatives through a passionate understanding of SEI’s values and goals.

• Assist in educating client in implementing best practices.

• Participate in account planning, coordination, and execution of projects within your client team and within the market unit.  Assist in cross selling initiatives..

• Participate in conversions and solution/service installations

• Build positive and collaborative relationships within the Client Service Team and the Private Banking Market Unit and with other SEI colleagues

• Keep abreast of new services and evolving industry standards and developments

• Contribute to a welcoming, supportive, and positive team environment

• Support an array of solutions and services offered within Private Banking.

• Proactively communicate with the Client on all matters that affect the delivery of quality service.

What we need from you: 

• Strong Communication Skills – both written and oral, including technical writing skills

• High Energy, Flexibility, and Grace Under Pressure –ability to handle multiple projects simultaneously

• Service Values – compassion, responsiveness, accountability, commitment to Quality, Accuracy, and Completeness

• Passion for Learning and the Ability to Work Independently – the desire and skill to aggressively and tenaciously search out and bring to conclusion answers and solutions  

• Ability and readiness to travel up to 15%

• Knowledge of securities and investment processing

• Project Management skills, Critical thinking and Problem solving skills

• Professionalism and leadership skills

• Organized and detail-oriented

• Experience with MS Office Suite of applications

• Knowledge of Trust Operations environment preferred

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, a hybrid working environment for most roles, 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.  

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 a