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SEI Investments (Europe) Ltd.
London, United Kingdom
(on-site)
Posted
7 days ago
SEI Investments (Europe) Ltd.
London, United Kingdom
(on-site)
Job Function
Commercial Appraiser Trainee
DC Client Manager
The insights provided are generated by AI and may contain inaccuracies. Please independently verify any critical information before relying on it.
DC Client Manager
The insights provided are generated by AI and may contain inaccuracies. Please independently verify any critical information before relying on it.
Description
At SEI we value our employees and believe in driving growth through change. Part of building brave futures is making a concerted effort to develop and challenge our employees to achieve their goals through internal job mobility.We are looking for a DC Client Manager who will hold a key relationship role & be responsible for the management and development of relationships with our Master Trust clients. As a key member of the DC Client Team, the holder will help to deliver new and existing clients with best in class service and ensure that key third party supplier relationships are effectively managed.
SEI's Institutional Group is one of the first and largest global providers of outsourced investment management services. We deliver integrated retirement, healthcare and nonprofit solutions to more than 520 clients in 12 countries and in the UK our core propositions are Fiduciary Management and Defined Contribution Master Trust.
What you will do:
Support on all aspects of SEI service delivery to DC clients and act as a day to day contact and client advocate within SEI.
Responsibilities:
- You will support all aspects of SEI service delivery to clients and client advocate within SEI.
- You will identify SEI's DC clients emerging needs and inform the DC Proposition Team
- You will help SEI's DC clients to deliver their member communication strategies
- Support the sales process of converting new business opportunities into new clients, including participating in new business proposals and consultant meetings
- Attend client meetings
- Keep abreast of legislative changes and work with the team to manage the impact on client services, and procedures
- Participate in new client implementations
- Support with internal/external suppliers, maintaining strong and effective relationships to ensure high quality third party services are delivered.
- Develop strong and effective relationships with clients and their professional advisers
- Any other ad-hoc projects as required.
- All SIEL employees are responsible for the identification, assessment and control of risks and risk events. Employees will maintain a good understanding of applicable policies, procedures, risk appetites and tolerance relevant to their function and or business unit, and are expected to consider current and potential risks when making or informing business decisions. Employees are responsible for the accurate and timely escalation and recording of incidents associated to relevant risks. In addition, employees are responsible for completing all required Risk Management training.
- You will have relevant client facing experience & bring your good technical knowledge of DC and Investment knowledge
- Hands on experience and knowledge of the products and services pertinent to the Defined Contribution landscape
- Excellent interpersonal skills
- Proven ability to manage multiple agendas
- Strong listening, oral and written communication skills
- Previous experience of working within DC Pensions / client facing role preferred.
- Existing pensions and/or investment knowledge will be beneficial, with a firm commitment to develop that knowledge when in role essential.
- Strong project management skills
- Passionate about building effective client relationships and acting in the best interests of our clients
- Collaborative working style
- Excellent communication skills
- The ability to prioritise and manage multiple agendas
- The ability to see projects through successfully from end to end
- 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/
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 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 twice a week.
SEI Investments (Europe) Limited ('SIEL') is authorised and regulated by the Financial Conduct Authority (FRN 191713).
Job ID: 79990792
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