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.
What we need from you:
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
What we would like from you:
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/
SEI’s competitive advantage:
To help you stay energised, engaged and inspired, 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 futures (SM)—for our clients, our communities, and ourselves. Come build your brave future at SEI.
SEI is an Equal Opportunity Employer and so much more…
After over 50 years, SEI remains a leading global provider of investment management, investment processing 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.
SEI Investments (Europe) Ltd (‘SIEL’) is authorised and regulated by the Financial Conduct Authority (FRN 191713).
