Client Service Professional
Client Service Professional

Client Service Professional

London Full-Time 28800 - 48000 £ / year (est.) Home office (partial)
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SEI Investments

At a Glance

  • Tasks: Be the first point of contact for clients, providing innovative solutions and enhancing services.
  • Company: SEI is a leading global provider of investment management and technology solutions.
  • Benefits: Enjoy hybrid working, tuition reimbursement, private medical care, and a vibrant office environment.
  • Why this job: Join a culture that values creativity, collaboration, and personal growth while making a real impact.
  • Qualifications: Experience in a client-facing role with strong communication and analytical skills required.
  • Other info: SEI promotes a healthy work-life balance and offers numerous employee perks.

The predicted salary is between 28800 - 48000 £ per year.

The Client Service Analyst works with our clients to offer innovative solutions and enhancing the service offered within our technology, custodial and direct to consumer offerings. This is a business to business client facing role, working with banks, wealth managers and Platforms on a daily basis.

What you will do:

  • You will be a first point of contact for our clients. Using your knowledge of the SEI offering you will provide solutions and initiatives based on client requirements. Whilst the majority of this will be based in our London office, some travel may be required.
  • Using innovative thinking you will assist in the continuous improvement of the service we offer our clients. We encourage ideas from all SEI employees and use these initiatives to drive us towards exceeding our customer expectations.
  • With your relationship skills you will be expected to communicate with our clients on a daily basis. Whether by phone, in writing or face to face, you will represent the SEI brand and maintain the highest levels of professionalism at all times.
  • Using your analytical skills you will be able to interpret raw data and pick out trends and opportunities.
  • As a member of the Client Service Team you will be networking with the various other departments ensuring we continually strive to offer the best solutions and service to our clients.
  • 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, preferably within a Business to Business environment.
  • An ability to influence others and promote the SEI and client initiatives.
  • A track record of being able to interpret complex messages and helping others to understand this with good communication skills.
  • An ability to prioritise and manage work streams on a daily basis to accommodate changing demands in a fast based environment.

What we would like from you:

  • A tenacious attitude showing determination to achieve the best results.
  • Innovative and creative thinking.
  • Good communication skills.
  • Relationship focused.
  • 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).

SEI Investments

Contact Detail:

SEI Investments Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Client Service Professional

✨Tip Number 1

Familiarise yourself with SEI's offerings and services. Understanding the technology, custodial, and consumer solutions we provide will help you engage effectively with clients and demonstrate your value during interviews.

✨Tip Number 2

Showcase your relationship-building skills by preparing examples of how you've successfully managed client relationships in the past. Highlighting your ability to influence and communicate effectively will set you apart.

✨Tip Number 3

Stay updated on industry trends and challenges faced by banks and wealth managers. This knowledge will allow you to speak confidently about how SEI can address their needs and improve their service offerings.

✨Tip Number 4

Demonstrate your innovative thinking by preparing ideas on how to enhance client service. Showing that you're proactive and willing to contribute to continuous improvement will resonate well with our team.

We think you need these skills to ace Client Service Professional

Client Relationship Management
Effective Communication Skills
Analytical Skills
Problem-Solving Skills
Data Interpretation
Time Management
Influencing Skills
Innovative Thinking
Attention to Detail
Risk Management Awareness
Adaptability in Fast-Paced Environments
Collaboration and Teamwork
Customer Service Orientation
Professionalism

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in client-facing roles, particularly in a B2B environment. Emphasise your communication skills and any experience you have with data interpretation.

Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific SEI values that resonate with you and how you embody them in your professional life.

Showcase Innovative Thinking: Provide examples of how you've used innovative thinking to solve problems or improve services in previous roles. This will demonstrate your ability to contribute to SEI's continuous improvement initiatives.

Prepare for Potential Questions: Anticipate questions related to your experience in managing client relationships and handling complex information. Prepare clear, concise examples that showcase your skills and achievements.

How to prepare for a job interview at SEI Investments

✨Know the SEI Offerings

Familiarise yourself with SEI's products and services. Understanding their technology, custodial, and consumer offerings will help you provide relevant solutions during the interview.

✨Demonstrate Relationship Skills

Prepare examples of how you've successfully built and maintained client relationships in previous roles. Highlight your communication skills and ability to influence others.

✨Showcase Analytical Thinking

Be ready to discuss how you've interpreted data in the past. Bring examples of how you've identified trends or opportunities that benefited your clients or previous employers.

✨Emphasise Innovative Ideas

Think of creative solutions or improvements you've implemented in your past roles. SEI values innovative thinking, so be prepared to share your ideas on enhancing client service.

Client Service Professional
SEI Investments
Location: London
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