DC Client Relationship Manager

1 month ago

London, Greater London, United Kingdom SEI Investments Full time

Job Summary:

We are seeking a highly skilled DC Client Manager to join our team at SEI Investments. As a key member of our DC Client Team, you will play a vital role in managing and developing relationships with our Master Trust clients, providing best-in-class service and ensuring effective management of key third-party supplier relationships.

About the Role:

  • Support all aspects of SEI service delivery to DC clients and act as a day-to-day contact and client advocate within SEI.
  • Identify SEI's DC clients' emerging needs and inform the DC Proposition Team.
  • Help SEI's DC clients 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 SEI 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 with relevant risks. In addition, employees are responsible for completing all required Risk Management training.

Requirements:

  • You will have relevant client-facing experience and 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.

About SEI:

SEI Investments (Europe) Ltd ('SIEL') is authorised and regulated by the Financial Conduct Authority (FRN 191713). We are a leading global provider of investment management, investment processing, and investment operations solutions. Our UK office is based between the City of London and the growing technology hub of Shoreditch, reflecting our experience within financial services and financial technology. We offer a wide range of benefits, including comprehensive care for your physical and mental well-being, strong pension plan, tuition reimbursement, hybrid working environment, and a work-life balance that enables you to relax, recharge, and be there for the people you care about.

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...

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.

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