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Client Relationship Manager

2 months ago

London, Greater London, United Kingdom SEI Investments Company Full time
About the Role

We are seeking a highly skilled Client Relationship Manager to join our team at SEI Investments Company. As a key member of our Institutional business, you will be responsible for building and maintaining strong relationships with our Master Trust clients.

Key Responsibilities:

  • Provide proactive relationship management with clients and their advisers, attending client meetings as required and following up on actions
  • Prepare and review quarterly reporting (or as required) to SEI's DC clients on investment and administration performance
  • Partner with our suppliers internally and externally to maintain strong and effective relationships
  • Be the key contact for administration teams to monitor and coordinate administration delivery, and escalation point for complicated cases, complaints or corrective actions
  • Assist in the development of the client service function through generation of ideas and implementation of new procedures where appropriate
  • Identify SEI's DC clients emerging needs and inform the DC proposition Team, working with the team to develop solutions
  • Help SEI's DC clients to deliver member communication strategies
  • Supporting the sales process of converting new business opportunities into new clients, including participating in new business proposals and consultant meetings, as appropriate

Requirements:

  • Excellent client relationship management skills
  • Strong project management skills and a proven ability to manage multiple agendas
  • Strong pensions technical knowledge including DC and investment knowledge
  • Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun

What We Offer:

  • A dynamic and innovative work environment
  • Opportunities for career growth and development
  • A competitive salary and benefits package