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- Tasks: Manage relationships with Master Trust clients and support service delivery.
- Company: SEI Investments is a leading global provider of outsourced investment management services.
- Benefits: Enjoy hybrid work, tuition reimbursement, and comprehensive well-being care.
- Why this job: Join a collaborative team focused on client success and impactful service.
- Qualifications: Client-facing experience with strong communication and project management skills required.
- Other info: Embrace SEI's values of courage, integrity, and fun in a dynamic work environment.
The predicted salary is between 43200 - 72000 £ per year.
We are looking for a DC Client Manager who will hold a key relationship role and 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.
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.
- Identify SEI's DC clients emerging needs and inform the DC Proposition Team.
- 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.
What we need from you:
- You will have relevant client-facing experience and 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.
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.
SEI is an Equal Opportunity Employer.
DC Client Manager | London, UK | Hybrid employer: SEI Investments (Europe) Ltd.
Contact Detail:
SEI Investments (Europe) Ltd. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land DC Client Manager | London, UK | Hybrid
✨Tip Number 1
Familiarise yourself with the Defined Contribution landscape and SEI's specific offerings. Understanding their services will not only help you in interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with current or former employees of SEI Investments. They can provide valuable insights into the company culture and expectations, which can be beneficial during your application process.
✨Tip Number 3
Prepare to discuss your experience in managing client relationships and how you've successfully navigated challenges in previous roles. Real-life examples will showcase your skills effectively.
✨Tip Number 4
Stay updated on recent legislative changes affecting the pensions sector. Being knowledgeable about current events will show your commitment to the industry and readiness for the role.
We think you need these skills to ace DC Client Manager | London, UK | Hybrid
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to understand the key responsibilities and requirements for the DC Client Manager position. Tailor your application to highlight how your experience aligns with these aspects.
Highlight Relevant Experience: Emphasise your client-facing experience and any specific knowledge you have in Defined Contribution and investment management. Use concrete examples from your past roles to demonstrate your skills and achievements.
Showcase Communication Skills: Since excellent communication is crucial for this role, ensure your application reflects your strong written and oral communication abilities. Consider including a brief example of a successful client interaction or project you managed.
Express Your Passion: Convey your enthusiasm for building effective client relationships and your commitment to the values of SEI. A personal touch can make your application stand out, so share why you are passionate about this field and how you embody the company's values.
How to prepare for a job interview at SEI Investments (Europe) Ltd.
✨Know Your Client Management Skills
Make sure to highlight your experience in managing client relationships. Be prepared to discuss specific examples of how you've successfully developed and maintained client connections, especially in a DC or investment context.
✨Demonstrate Technical Knowledge
Brush up on your understanding of Defined Contribution products and services. Be ready to explain how your technical knowledge can benefit SEI's clients and contribute to their success.
✨Showcase Your Communication Skills
Since excellent communication is key for this role, practice articulating your thoughts clearly. Prepare to discuss how you’ve effectively communicated with clients and colleagues in the past, particularly in challenging situations.
✨Emphasise Your Collaborative Approach
SEI values collaboration, so be ready to share examples of how you've worked effectively within teams. Discuss how you can contribute to a positive team environment while also advocating for client needs.
