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Account Manager
SEI Investments
Oaks, PA, United States
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Position Description
SEI (NASDAQ:SEIC) is a leading global provider of investment processing, investment management, and investment operations solutions that help corporations, financial institutions, financial advisors, and ultra-high-net-worth families create and manage wealth.
The Institutional and Private Client team is responsible for servicing existing Middle Office clients and assisting with the conversion and implementation of future business. The Account Manager is responsible for all aspects of the relationship including supporting SEI’s proprietary workflow system, the portfolio accounting system (Geneva), and supplemental systems/technology. This individual must have excellent verbal and written communication skills and be comfortable explaining processes both over the phone and in face to face meetings with clients. Ideally the candidate would be proficient with Microsoft Excel & Access and be comfortable working/manipulating data. The candidate is also required to have a thorough understanding of processes and procedures of an Investment Manager’s Operations, and be able to discuss our service offering in detail.
The responsibilities for this position may include some or all of the following:
Serve as main daily client contact.
Cultivate and maintain close relationships with Middle Office clients through proactive measures and written/verbal communication.
Responsible for coordinating internal SEI resources on behalf of client (TSU, Ops, Sales, etc)
Serve as representative for each client with the various third party vendors used by the Middle Office team.
Responsible for coordinating all new business setups.
Develop/document processes and controls for enhancements to our Middle Office offering.
Take a consultative approach with client project requests and recommend best practices, prioritize, scope, and implement when necessary custom specifications.
Must be comfortable working with various file and data formats.
Some travel required (10-15%).
Position Requirements
B.S. /B.A. in Business Admin/Accounting/Finance preferred.
Minimum 4 years related work experience preferred.
Knowledge of financial and investment management account services.
Experience with Advent Geneva.
Experience with workflow tools a plus.
Strong dedication to quality customer service.
Excellent verbal communication skills.
Experience working with external clients a plus.
Excellent interpersonal skills/team player.
Ability to handle multiple tasks.
Ability to work under pressure.
Excellent organizational and problem solving skills.
Ability to assist in the analysis, development, and documentation of procedures and controls for the new unit.
Knowledge of Microsoft Office Products including Word, Excel, and Access.
Regular and reliable attendance in accordance with position, business and/or client need.
Physical Demands and Work Environment
While performing the duties of this job, the work environment may require an individual to move around the office and from building to building which may expose the individual to weather conditions outside. The individual has to be able to sit or be stationary at a computer and use computers for extended periods of time and occasionally lift and/or move up to 20 pounds. The noise level in the environment is moderate and the individual must be able to communicate and exchange information with people in person and over the telephone and email.
SEI is an equal opportunity / affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.