Assist with helping IMS meet its business objectives by helping ensure client relationships maintain revenue and profitability goals. This requires your active involvement in helping identify cross selling opportunities and supporting the recontract and RFP processes.
What we need from you:
Bachelor's Degree in Accounting, Finance, Economics, or related field (or equivalent experience).
4+ years investment management/operational experience (Traditional or Alternative).
Strong team building skills
Excellent Client Service skills built around the SEI Client Experience Principles.
Proven project management skills.
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.
Collaboration with internal and external stakeholders. As the needs of our clients change, we need to be flexible to change with them.
Positivity and genuine interest in assisting both colleagues and clients.
Curiosity and critical thinking: Whether it's to identify a solution to a problem or possibly help implement a more efficient process or procedure, your skills have a place in our business.
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/
Benefits
SEI's competitive advantage:We are a technology and asset management company delivering on our promise of building brave futuresSM-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, anHealth insuranceDental insuranceVision insurance401(k)Flexible scheduleEquity / stock optionsParental leave
Additional Information
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. As an Account Manager you will develop, maintain and expand the client relationships with existing clients serving as the primary point of contact for the daily activities and initiatives of your clients.
Seic · Usa, PA