At a Glance
- Tasks: Provide top-notch client support and resolve complex queries in a dynamic environment.
- Company: Join SEI, a leading global provider of wealth management solutions.
- Benefits: Enjoy a hybrid work model, comprehensive care, and tuition reimbursement.
- Other info: Embrace a culture of collaboration, integrity, and fun.
- Why this job: Make a real impact while developing your skills in financial services.
- Qualifications: Degree educated with experience in financial services preferred.
The predicted salary is between 30000 - 40000 € per year.
SEI creates and provides innovative, comprehensive solutions for creating and managing wealth. We are a leading global provider of institutional and private client wealth management solutions. This includes asset management, investment processing and investment operations. The SEI Wealth Platform (SWP) is an outsourcing solution used by wealth managers. Our technology enables wealth managers to effectively capitalise on their strategic objectives by providing infrastructure, operations and administrative support.
What You Will Do
- Ensure a high standard of service is provided at all times in order to maximise the client experience.
- Play a key role in the resolution of complex client queries.
- Manage through to effective resolution all client technical support requests.
- Specialise in SEI Wealth Platform functions to provide timely updates & resolution to client queries.
- Become the client facing subject matter expert for given operational processes, technical solutions and new service offerings.
- Participate in PSI/Agile releases with respect to client targeted/impacting developments.
- Ensure day to day team responsibilities are completed accurately and in a timely manner.
- Participate in the team’s metrics, reporting and capacity calculations to drive effective MI reporting.
- Act as liaison between various SIEL departments (Operations, Technical/Application Support, Service Delivery Managers, amongst others) and the client on daily business critical issues.
- Ensure timely responses to client raised queries and provide effective resolution of issues/facilitation of service within the established service standards.
- Escalate issues with potential client impact/detriment to the Service Delivery team, Technical Client Service Manager and Senior Client Service management as warranted.
- Participate, as applicable, in Relationship Management meetings with clients in person and over the telephone.
- Travel to meet with clients when required.
- Build and maintain a working knowledge of SWP functionality and other internal technical solutions.
- Participate in SEI initiatives where appropriate.
- Continuously strive to identify and input into process improvements.
What We Need From You
- Ideally degree educated (or equivalent) with experience within financial services.
- Private banking, mutual funds and investment advisory is preferred as is industry knowledge of private banking, asset management and investment processing.
- Good project management, organisational and PC skills.
- Process-oriented with strong attention to detail.
- Ability to handle multiple tasks and projects with tight delivery schedules.
- Effective written and verbal communication skills.
What We Would Like From You
- Responsiveness, accountability and adaptability.
- Professionalism and leadership.
- Critical thinking and problem-solving skills.
- Self-motivated and willing to learn.
- Supports a healthy team environment.
- Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun.
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, a strong pension plan, tuition reimbursement, a 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 and so much more… SEI Investments (Europe) Ltd (‘SIEL’) is authorised and regulated by the Financial Conduct Authority (FRN 191713).
Operations Analyst, Implementations (12 month fixed term contract) employer: SEI
SEI is an exceptional employer that prioritises employee well-being and professional growth, offering a comprehensive benefits package that includes robust health care, a strong pension plan, and tuition reimbursement. Our collaborative work culture fosters innovation and inclusivity, ensuring that every team member feels valued and empowered to contribute to meaningful projects. Located in a vibrant area, SEI provides a hybrid working environment that promotes work-life balance, making it an ideal place for those seeking a rewarding career in wealth management.
StudySmarter Expert Advice🤫
We think this is how you could land Operations Analyst, Implementations (12 month fixed term contract)
✨Tip Number 1
Network like a pro! Reach out to current or former employees at SEI through LinkedIn. A friendly chat can give you insider info and maybe even a referral, which can really boost your chances.
✨Tip Number 2
Prepare for the interview by diving deep into SEI's services and values. Show us that you understand the SEI Wealth Platform and how it impacts client experience. Tailor your answers to reflect our commitment to innovation and client satisfaction.
✨Tip Number 3
Practice your problem-solving skills! We love candidates who can think on their feet. Prepare for scenario-based questions where you might need to resolve a complex client query or improve a process.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email reiterating your interest in the role and highlighting a key point from your conversation can leave a lasting impression. And remember, apply through our website for the best chance!
We think you need these skills to ace Operations Analyst, Implementations (12 month fixed term contract)
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Operations Analyst. Highlight your experience in financial services and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your background aligns with SEI's values. Remember, we love a bit of personality, so let your enthusiasm show!
Showcase Your Problem-Solving Skills:In your application, give examples of how you've tackled complex issues in the past. We’re looking for critical thinkers who can handle client queries effectively, so don’t hold back on sharing your success stories!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at SEI
✨Know Your Stuff
Make sure you have a solid understanding of the SEI Wealth Platform and its functionalities. Brush up on your knowledge of private banking, asset management, and investment processing. This will help you answer questions confidently and show that you're genuinely interested in the role.
✨Showcase Your Problem-Solving Skills
Prepare examples of how you've resolved complex client queries or handled tight deadlines in previous roles. Use the STAR method (Situation, Task, Action, Result) to structure your answers. This will demonstrate your critical thinking and problem-solving abilities, which are key for this position.
✨Communicate Effectively
Practice your verbal and written communication skills before the interview. Be ready to explain technical concepts in simple terms, as you'll need to liaise with clients and various departments. Clear communication is essential for ensuring a high standard of service.
✨Embody SEI Values
Familiarise yourself with SEI's values: courage, integrity, collaboration, inclusion, connection, and fun. Think of ways you can demonstrate these values during the interview. Showing that you align with the company's culture can set you apart from other candidates.
