Client Service Professional
Posted 10 days 18 hours ago by SEI Investments Company
The Client Service Analyst collaborates with clients to provide innovative solutions and enhance services within our technology, custodial, and direct-to-consumer offerings. This is a B2B, client-facing role, engaging daily with banks, wealth managers, and platforms.
What you will do:- Serve as the first point of contact for clients, leveraging your knowledge of SEI offerings to deliver tailored solutions and initiatives based on client needs. Some travel may be required, primarily based in our London office.
- Contribute to the continuous improvement of our client services through innovative thinking and ideas from all employees, aiming to exceed customer expectations.
- Communicate effectively with clients via phone, written communication, or face-to-face interactions, representing SEI professionally at all times.
- Interpret raw data to identify trends and opportunities, utilizing your analytical skills.
- Collaborate with various departments to ensure we provide the best solutions and services to our clients.
- Identify, assess, and manage risks by understanding relevant policies and procedures, escalating incidents appropriately, and completing required risk management training.
- Experience in a client-facing role, preferably in a B2B environment.
- Ability to influence others and promote SEI and client initiatives.
- Strong communication skills with the ability to interpret complex messages clearly.
- Ability to prioritize and manage multiple work streams in a fast-paced environment.
- Tenacity and determination to achieve excellent results.
- Innovative and creative thinking.
- Effective communication skills.
- Relationship-oriented approach.
- Alignment with SEI values: courage, integrity, collaboration, inclusion, connection, and fun. More information is available on our website.
We offer a comprehensive benefits package, including health and mental well-being support, a strong pension plan, tuition reimbursement, a hybrid work environment, and a focus on work-life balance to help you relax, recharge, and be present for your loved ones.
SEI is a technology and asset management company committed to building brave futures- for our clients, communities, and ourselves. Join us to build your brave future at SEI.
Equal Opportunity Employer:With over 50 years of experience, SEI remains a leading global provider of investment management and processing solutions. Our UK office, located between the City of London and Shoreditch, fosters innovation and creativity through its open-plan design and art installations. We value our people highly, investing in your success and promoting a healthy work-life balance with benefits like private medical care, online GP access, enhanced family leave, volunteer days, employee networks, and free fruit.
SEI Investments (Europe) Ltd ('SIEL') is authorized and regulated by the Financial Conduct Authority (FRN 191713).