• Location
  • London
  • Last Published
  • May. 23, 2025
  • Sector
  • Fintech
  • Functions
  • IT
  • Operations

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.

What you will do:

Key Objectives:

› To ensure a high standard of service is provided at all times in order to maximise the client experience.

› To play a key role in the resolution of complex client queries.

› To manage through to effective resolution all client technical support requests.

› To specialise in SEI Wealth Platform functions so as to be able 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.

› To 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 in order to drive effective MI reporting.

Responsibilities:

› 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, organizational 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. Please see our website for more information. https://www.seic.com/

SEI is an Equal Opportunity Employer and so much more...

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).