At a Glance
- Tasks: Manage relationships with Master Trust clients and support SEI service delivery.
- Company: SEI is a leading global provider of investment management services, focused on innovation and client success.
- Benefits: Enjoy hybrid working, comprehensive health care, tuition reimbursement, and a vibrant office culture.
- Why this job: Join a collaborative team that values courage, integrity, and fun while making a real impact.
- Qualifications: Client-facing experience in DC Pensions, strong communication skills, and project management abilities required.
- Other info: SEI promotes a healthy work-life balance and offers unique perks like free fruit and volunteer days.
The predicted salary is between 43200 - 72000 Β£ per year.
Job Description
At SEI we value our employees and believe in driving growth through change. Part of building brave futures is making a concerted effort to develop and challenge our employees to achieve their goals through internal job mobility.
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 is an Equal Opportunity Employer and so much moreβ¦
After over 50 years in business, SEI remains a leading global provider of investment processing, investment management 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 twice a week.
SEI Investments (Europe) Limited ('SIEL') is authorised and regulated by the Financial Conduct Authority (FRN 191713).
DC Client Manager - SEI Investments (Europe) Ltd. employer: SEI Investments (Europe) Ltd.
Contact Detail:
SEI Investments (Europe) Ltd. Recruiting Team
StudySmarter Expert Advice π€«
We think this is how you could land DC Client Manager - SEI Investments (Europe) Ltd.
β¨Tip Number 1
Familiarise yourself with SEI's services and values. Understanding their approach to client relationships and investment management will help you align your responses during interviews and demonstrate your commitment to their mission.
β¨Tip Number 2
Network with current or former employees of SEI Investments. Engaging with them can provide valuable insights into the company culture and expectations, which can be beneficial when discussing your fit for the role.
β¨Tip Number 3
Stay updated on the latest trends and legislative changes in the Defined Contribution landscape. This knowledge will not only enhance your discussions with potential clients but also show your proactive approach to the role.
β¨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 demonstrate your capability to excel in this position.
We think you need these skills to ace DC Client Manager - SEI Investments (Europe) Ltd.
Some tips for your application π«‘
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 multiple agendas and build effective client relationships.
Craft a Compelling Cover Letter: In your cover letter, express your passion for client relationships and your collaborative working style. Mention how your skills align with SEI's values of courage, integrity, collaboration, inclusion, connection, and fun.
Showcase Communication Skills: Since excellent communication skills are crucial for this role, ensure your application reflects strong listening, oral, and written communication abilities. Use clear and concise language throughout your documents.
Highlight Project Management Experience: If you have strong project management skills, make sure to include examples in your application. Discuss how you've successfully seen projects through from start to finish, particularly in a client-facing context.
How to prepare for a job interview at SEI Investments (Europe) Ltd.
β¨Understand the Role
Make sure you have a solid grasp of what a DC Client Manager does. Familiarise yourself with SEI's services, especially in relation to Defined Contribution Master Trusts, and be ready to discuss how your experience aligns with these responsibilities.
β¨Showcase Your Interpersonal Skills
Since this role involves building strong relationships with clients, be prepared to demonstrate your excellent communication and interpersonal skills. Share examples from your past experiences where you've successfully managed client relationships or resolved conflicts.
β¨Stay Informed on Industry Trends
Keep up-to-date with the latest legislative changes and trends in the DC pensions landscape. Being knowledgeable about current events will show your commitment to the role and help you engage in meaningful discussions during the interview.
β¨Prepare for Scenario Questions
Expect to be asked how you would handle specific situations related to client management and service delivery. Think through potential scenarios and prepare your responses, focusing on your problem-solving and project management skills.