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:
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...
SEI is an equal opportunity employer and all quali
Benefits
Health insuranceDental insuranceVision insurance401(k)Paid time offFlexible scheduleEquity / stock optionsParental leave
Additional Information
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.
Seic · Usa, PA