Job Description

Key Objectives:

To ensure a high standard of service is provided at all times in order to maximise the client experience.

To play a key role in the resolution of complex client queries.

To manage through to effective resolution all client technical support requests.

To specialise in SEI Wealth Platform functions so as to be able to provide timely updates & resolution to client queries.

Become the client facing subject matter expert for given operational processes, technical solutions and new service offerings.

To participate in PSI/Agile releases with respect to client targeted/impacting developments.

Ensure day to day team responsibilities are completed accurately and in a timely manner.

Participate in the team's metrics, reporting and capacity calculations in order to drive effective MI reporting.

Responsibilities:

Act as liaison between various SIEL departments (Operations, Technical/Application Support, Service Delivery Managers, amongst others) and the client on daily business critical issues.

Ensure timely responses to client raised queries and provide effective resolution of issues/facilitation of service within the established service standards.

Escalate issues with potential client impact/detriment to the Service Delivery team, Technical Client Service Manager and Senior Client Service management as warranted.

Participate, as applicable, in Relationship Management meetings with clients in person and over the telephone.

Travel to meet with clients when required.

Build and maintain a working knowledge of SWP functionality and other internal technical solutions.

Participate in SEI initiatives where appropriate.

Continuously strive to identify and input into process improvements.

Other:

Maintenance and updating of internal systems/ data reference points in agreed format to ensure consistency and communication of relevant information within the team and ensure integrity of data.

Best Practice:

Keep current on market conditions, regulation, SEI products and services, etc;

Adhere to all relevant FCA requirements and compliance; and

Any other ad-hoc projects as required.



Technical Capabilities/Skills & Experience Required for the Role:

Ideally degree educated (or equivalent) with experience within financial services. Private banking, mutual funds and investment advisory is preferred as is industry knowledge of private banking, asset management and investment processing.

Good project management, organizational and PC skills.

Process-oriented with strong attention to detail.

Ability to handle multiple tasks and projects with tight delivery schedules.

Effective written and verbal communication skills.

Responsiveness, accountability and adaptability.

Professionalism and leadership.

Critical thinking and problem-solving skills.

Self-motivated and willing to learn.

Supports a healthy team environment



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.

SEI is an equal opportunities employer



About the SEI Wealth PlatformSM

The SEI Wealth Platform (the Platform) is an outsourcing solution for wealth managers encompassing wealth processing services and wealth management programs, combined with business process expertise. With the Platform, SEI provides wealth management organizations with the infrastructure, operations, and administrative support necessary to capitalize on their strategic objectives in a constantly shifting market. The SEI Wealth Platform supports trading and transactions on 140 stock exchanges in 53 countries and 41 currencies, through the use of straight-through processing and a single operating infrastructure environment.

The private banking market unit within SEI seeks to partner with wealth advisory and wealth management firms to deliver services that enable the transformation of their business models.

The Change team is responsible for the implementation of the SEI Wealth Platform (SWP) for new clients, (forward-thinking Independent Wealth Advisors, Private Banks and Private Client Investment Managers (PCIMS)). They also manage significant business change projects for existing clients as well as manage internal change processes across the business units.

The SWP solution is a comprehensive set of services which includes the SEI Wealth Platform (SWP) - (the client wealth management administration platform delivered with SEI's operational services in an outsourced environment) and SEI Asset Management Solutions (the investment management services and client advice processes that enable wealth managers to meet client goals).

About SEI

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. As of December 31, 2024, through its subsidiaries and partnerships in which the company has a significant interest, SEI manages or administers $1.6 trillion in hedge, private equity, mutual fund and pooled or separately managed assets. For more information, visit seic.com.

SEI Investments (Europe) Limited ("SIEL") is SEI's London based European subsidiary and is regulated by the Financial Conduct Authority.

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).

AI Acceptable Use in the application and interview process:

SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals' personal and professional lives. If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please ensure you have reviewed and adhere to our AI use guidelines .