We are looking for a proactive DC Client Services Specialist who will play a key relationship role, taking ownership of the management, development and day-to-day delivery of a high-quality service to our Master Trust clients as we continue to grow and partner with new clients. We are particularly interested in individuals who have developed strong foundations in a client-facing, pensions or financial services role and are looking for an opportunity to accelerate their career in client relationship management. As a key member of the DC Client Team, you will work collaboratively with colleagues across SEI and our external partners to anticipate client needs, take ownership of actions and see them through to completion, and help deliver the high-touch, "white-glove" service that we aim to provide to our clients. You will enjoy building relationships and be motivated to take on increasing responsibility, developing over time into a trusted partner to our clients. About the SEI Master TrustThe SEI Master Trust offers a comprehensive end-to-end solution for employers seeking to provide their employees with a high-quality workplace pension scheme. Supported by a team of in-house investment experts, global scale, and a track record as one of the UK's first commercial master trusts, the SEI Master Trust integrates investment management, member communications, and administration - guiding members to and through retirementWhat you will do:› You will proactively support all aspects of SEI's service delivery to DC clients, taking ownership of actions, coordinating activity across SEI and acting as a strong client advocate.› You will help our DC clients deliver their member communication strategies, including supporting member engagement sessions through webinars and face-to-face meetings, and working with colleagues and suppliers to ensure communications are clear, accurate and delivered on time.› You will support the growth of our DC business, contributing to consultant meetings and the process of converting new opportunities into long-term client relationships.› You will keep abreast of relevant legislative, governance and administration developments and work with the team to understand and manage their impact on clients and our service.› You will contribute to new business opportunities and support new client implementations, taking ownership of assigned workstreams and identifying and escalating risks or dependencies at an early stage.› You will work collaboratively with internal teams and external suppliers, maintaining strong and effective relationships and helping to ensure high-quality services are delivered to our clients.› You will develop strong relationships with clients and their professional advisers, building trust through responsiveness, ownership and consistently high-quality delivery, with the aim of becoming a trusted partner to our clients.› You will contribute to ad-hoc projects and wider team initiatives as required, demonstrating flexibility, initiative and a willingness to support colleagues.› 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:› Experience in a client-facing role within pensions, financial services or a related environment.› Strong organisational skills, with the ability to manage multiple priorities, plan ahead, understand dependencies and identify and escalate risks early.› A collaborative working style, with a willingness to support colleagues, share knowledge and contribute positively to the wider DC Client Team. What we would like from you:› Previous experience of working within DC pensions, ideally in an in-house, consultancy or provider role.› Existing knowledge of DC pensions, investments, governance and/or administration.› Experience of seeing projects or client implementations through from end to end, coordinating workstreams and stakeholders.› Experience of supporting member communications or engagement activity, such as webinars or face-to-face sessions.› An awareness of relevant legislative, governance and administration developments affecting DC schemes.› Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information. 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. 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 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).SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals' personal and professional lives. SummaryLocation: GBR - LondonType: Full time
Client Service Advisor - Technology in London employer: SEI Investments Developments
SEI is an exceptional employer that prioritises the well-being and growth of its employees, offering a vibrant work culture in a prime London location. With a focus on innovation and creativity, our open-plan office fosters collaboration while providing comprehensive benefits such as private medical care, enhanced family leave, and a strong pension plan. We are committed to your success and offer numerous opportunities for professional development, making SEI a rewarding place to build your career in the wealth management sector.
Contact Details:
SEI Investments Developments Recruitment Team
