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- Tasks: Manage relationships with Master Trust clients and ensure top-notch service delivery.
- Company: SEI is a leading global provider of investment management and processing solutions.
- Benefits: Enjoy hybrid working, tuition reimbursement, private medical care, and a vibrant office culture.
- Why this job: Join a collaborative team focused on client success and personal growth in a dynamic environment.
- Qualifications: Client-facing experience with strong communication skills and a passion for building relationships.
- Other info: SEI values courage, integrity, and fun, fostering a supportive workplace for all.
The predicted salary is between 60000 - 84000 £ per year.
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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.
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).
Seniority level
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Seniority level
Entry level
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Employment type
Full-time
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Job function
Sales and Business Development
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DC Client Manager employer: SEI
Contact Detail:
SEI Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land DC Client Manager
✨Tip Number 1
Familiarise yourself with SEI's core propositions, especially in Fiduciary Management and Defined Contribution Master Trust. Understanding these areas will help you engage more effectively during interviews and demonstrate your commitment to the role.
✨Tip Number 2
Network with current or former employees of SEI to gain insights into the company culture and expectations for the DC Client Manager role. This can provide you with valuable information that can set you apart from other candidates.
✨Tip Number 3
Stay updated on the latest legislative changes affecting the Defined Contribution landscape. Being knowledgeable about current trends and regulations will show your proactive approach and readiness to support clients effectively.
✨Tip Number 4
Prepare to discuss specific examples of how you've successfully managed client relationships in the past. Highlighting your interpersonal skills and project management experience will resonate well with the hiring team.
We think you need these skills to ace DC Client Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant client-facing experience and technical knowledge of Defined Contribution (DC) and investment. Use specific examples that demonstrate your ability to manage relationships and projects effectively.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for building effective client relationships. Mention how your skills align with SEI's values, such as collaboration and integrity, and provide examples of how you've successfully managed multiple agendas in the past.
Highlight Relevant Skills: In your application, emphasise your strong interpersonal skills, project management abilities, and experience within DC pensions. Be sure to mention any existing knowledge of pensions and investment, as this will be beneficial.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial for a role that involves client advocacy.
How to prepare for a job interview at SEI
✨Know Your DC Fundamentals
Make sure you have a solid understanding of Defined Contribution (DC) plans and investment management. Brush up on the latest trends and legislative changes in the industry, as this knowledge will be crucial during your interview.
✨Demonstrate Relationship Management Skills
Prepare examples that showcase your ability to build and maintain strong client relationships. Think about past experiences where you successfully managed client expectations or resolved conflicts, as these will highlight your interpersonal skills.
✨Showcase Your Communication Skills
Since the role involves significant client interaction, practice articulating your thoughts clearly and concisely. Be ready to discuss how you would communicate complex information to clients in an understandable way.
✨Emphasise Team Collaboration
SEI values collaboration, so be prepared to discuss how you've worked effectively within teams in the past. Highlight any experiences where you contributed to a team project or supported colleagues to achieve common goals.
