Client Service Specialist I (Account Manager), Client Services Centralized Operations
SEI Corporation
- # Client Service Specialist I (Account Manager), Client Services Centralized OperationsApplylocations: USA - PA - Oakstime type: Full timeposted on: Posted Yesterdayjob requisition id: R0036404The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Centralized Operations team. The Centralized Operations team is responsible for servicing existing Hedge Fund clients and assisting with the conversion and implementation of future business.The Client Service Specialist (Account Manager) is responsible for all aspects of the relationship including supporting SEI’s proprietary workflow system, the portfolio accounting system (Geneva), and supplemental systems/technology. This individual must have excellent verbal and written communication skills and be comfortable explaining processes both over the phone and in face to face meetings with clients. Ideally the candidate would be proficient with Microsoft Excel & Access and be comfortable working/manipulating data. The candidate is also required to have a thorough understanding of processes and procedures of a Hedge Fund's Operations, and be able to discuss our service offering in detail.**What you will do:*** You will serve as main daily client contact.* You will cultivate and maintain close relationships with clients through proactive measures and written/verbal communication.* You are responsible for coordinating internal SEI resources on behalf of client (COPS, Recon, Accounting, Technology, etc.)* You will identify, resolve, and /or escalate critical issues* You will serve as representative for each client with the various third party vendors used by the teams.* You are responsible for coordinating all new business setups.* You will develop/document processes and controls for enhancements to our Alternative Fund Administration offering.* You will manage client and internal expectations for ad hoc requests* You will take a consultative approach with client project requests and recommend best practices, prioritize, scope, and implement when necessary custom specifications.* You will work with the team to continually define our service offering and manage client expectations* You must be comfortable working with various file and data formats* Some travel required (10-15%).* We want you to succeed and look for future solutions! Through attending and participating in various IMS and corporate professional development sessions, you will acquire the tools to identify processes across the division and organization.* You will have the opportunity to partner with a diverse team and grow your career.**What we need from you:*** BA / BS in Business, Accounting, Finance, Economics, Mathematics or the equivalent in education and work experience.* Minimum 3.5 years related work experience in operations role supporting Alternative Investments.* Supervisory experience in Alt Operations.* Knowledge of financial and investment management account services.* Experience with Advent Geneva.* Experience with workflow tools a plus.* Strong dedication to quality customer service.* Excellent verbal communication skills.* Experience working with external clients a plus.* Excellent interpersonal skills/team player.* Ability to handle multiple tasks.* Ability to work under pressure.* Excellent organizational and problem solving skills.* Ability to assist in the analysis, development, and documentation of procedures and controls for the new unit.* Knowledge of Microsoft Office Products including Word, Excel, and Access.* Regular and reliable attendance in accordance with position, business and/or client need.**What we would like from you:*** A drive to broaden one’s knowledge of the financial services industry by learning new concepts and systems and taking the initiative to apply it to daily work assignments.* Attention-to-detail to ensure that all deliverables consistently meet the highest standard of quality and accuracy* Collaboration with internal and external stakeholders. As the needs of our clients change, we need to be flexible to change with them.* Positivity and collegial approach in assisting both colleagues and clients and the ability to work in team environment.* Curiosity, critical thinking and attention to detail: Whether it’s to identify a solution to a problem or possibly help implement a more efficient process or procedure, your skills have a place in our business.* 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 energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about. Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401(k) match, education assistance, commuter benefits, up to 11 paid holidays/year, 21 days PTO/year pro-rated for new hires which increases over time, paid parental leave, back-up childcare arrangements, paid volunteer days, a discounted stock purchase plan, investment options, access to thriving employee networks and more. 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. The position title reflected in this job description is aligned with SEI's current internal job architecture. As part of SEI's role and career framework, internal job titles may not directly correspond to external market titles and may differ from titles previously assigned during an employee's tenure or at the time of hire.**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 offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we’re (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.SEI is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.
- J-18808-Ljbffr SEI Corporation
Vacancy posted 6 days ago
Similar jobs that could be interesting for youBased on the Client Service Specialist I (Account Manager), Client Services Centralized Operations in Brooklyn, NY vacancy
- SEI Corporation in USA, PA, Oakstime is seeking a Client Service Specialist I (Account Manager) to serve as the main daily client contact, coordinating... ...role requires 3.5+ years in an alternative investments operations role and strong communication skills. #J-18808-...Operations
- ...Being a member of the Enterprise Client Operations team, the Technical Account Manager (TAM) role is responsible for... ...connections to DTCC products and services. They work directly with assigned... ...its subsidiaries, automates, centralizes, and standardizes the processing...OperationsWork at officeRemote workFlexible hours
$50k
Key Account Executive (Accounts $50 million - $1 billion) - Central US Central United States - Remote... ...growth, optimize operations across channels,... ...acquiring new clients and expanding Rithum... .... Build and manage a robust pipeline... ...engineering, product, services, and leadership...OperationsContract workFor contractorsFor subcontractorWork at officeRemote work$84.6k - $138.4k
...What You'll Do As a Manager, Client Services on our Pension Actuarial Benefit Calculation Services team, you’ll lead and mentor... ...to staff while driving team performance, operational efficiency, financial accountability, and compliance with policies and regulations. Provide...OperationsHourly payPermanent employmentTemporary workWork experience placementH1bWork at officeRemote workFlexible hoursPrincipal International
Brooklyn, NY1 day ago$175k - $200k
...Amazon 1P Vendor Account Manager A well-known national brand is looking for an experienced... ...take full ownership of its Amazon Vendor Central business. This is a senior, high-... ...inside and out and can run both the daily operations and the long-term growth strategy. You'...OperationsFull timeWork at officeRemote work$92k
...provides marketing, packaging, print, and business services to the world’s most respected brands. The company... ...journey. Job Description Position Summary The Account Manager, Client & Workplace Experience is an operations leader who communicates a clear vision for how Williams...OperationsFull timeContract workWork at officeMonday to FridayShift workRRD USA
Brooklyn, NY4 days ago- The National Accounts Business Development Manager (BDM) is a revenue-generating sales professional responsible... .... The successful candidate will operate with a high degree of autonomy, maintain... ...fleet programs, incentives, Service Net offerings, and commercial support...OperationsWork at officeRelocation
$110k - $135k
## Director Client Services, Managed CareApplylocations: US Telecommutertime type... ..., program performance, operational issue resolution, and strategic... ..., clinical leaders, account teams, analytics, network services... ...a plus. Residence in Central or Eastern time zones a plus...OperationsLocal areaFlexible hours- ...science, we\'re scaling the operational backbone that supports it. Finance is central to that effort: we... ...our first in-house Accounting Lead to become the accountable... ...end, building a fast, service-oriented process that... ...requirements, risk-management choices, and...OperationsLive in
Merge LLC
Brooklyn, NY1 day ago - ...Support Representative, Facilities Central Please see Special Instructions... ...: The Division of Safety & Operations brings together University Resilience... ...Planning, Construction, and Management, GWorld, Transportation and Fleet Services, and Events and Venues to better...OperationsFull timeTemporary workPart timeFor contractorsWork at officeRemote workVisa sponsorshipWork visaFlexible hours
- Nova 401(k) Associates is seeking a fully remote Defined Contribution Account Manager to support 401(k) plan administration, design, and compliance consulting. The role emphasizes client/advisor service and collaboration with our implementation and plan document teams....Remote job
$100k
Job Category : Client Experience and Customer Service Full-Time Remote Locations Showing... ...Title: Senior Manager, Client Services Location... ...is responsible for daily operations across a team that oversee... ...platforms. Sense of urgency and accountability for responding to...OperationsPermanent employmentFull timeTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hoursAfternoon shift$91.9k - $138.7k
...names in payments. We’re looking for a Senior Client Relations Account Manager to join our ever evolving Enterprise Operations team and help shape the future of global... ...appropriate areas to ensure clients are properly serviced, paperwork is properly executed, and all operational...OperationsFull time- ...exhaust and fire safety services across New York City, Long... ..., maintaining long-term client relationships, and... ...inside and out and can manage a high volume of field service operations with precision, professionalism... ...is looking for an Account Manager to join our team...OperationsFull timeContract workWork at office
Done Right Hood & Fire Safety
Brooklyn, NYmore than 2 months ago $22 - $29 per hour
...has established many client relationships that have... ...extraordinary client service. We have many... ...considered. A Client Support Specialist should be... ...not limited to deposit accounts, existing loans, fund... ...currency wires Process central operations/middle office originated...OperationsHourly payWork at officeRemote work$80k
...Fine Art Logistics Manager Cadogan Tate is a global... .... As a key client partner, you will oversee... ...Cadogan Tate's world-class service. You'll serve as both... ...leader balancing operational excellence, commercial... ...Minimum 5+ years of account management experience...OperationsWork at office$63.1k - $134.4k
...Associate Account Executive We are seeking a... ...Property & Casualty clients in the Construction... ...on the East Coast or Central U.S. This is a hybrid... ...will support daily operations from a client service and administrative perspective... ...with senior Account Managers to retain and...OperationsMinimum wageContract workWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week- Cordell, Neher & Company, PLLC is seeking a CAS Supervisor who will manage the Client Accounting Services department's daily operations, support staff development, and oversee workflows to ensure accuracy and timely deliverables. You will coach staff, lead regular 1:1 meetings...Operations
$135k - $155k
The Role Lord Abbett is seeking a Client Account Manager to join the Global Investor Services (GIS) organization, supporting the firm's institutional onboarding... ...capabilities. This role serves as the primary operational lead for a portfolio of institutional clients partnering...OperationsLocal area- ...****@*****.***. IW Senior Account Manager Tulsa, OK, US, 74101... ...Interest: Institutional/401(K) Services Pay Transparency Salary Range... ...Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment... ...to Institutional Wealth Clients This includes interaction with...OperationsWork experience placementWork at officeLocal area
$60k
...local businesses — home services companies, healthcare... ..., and modern client success systems. We're looking for an Account Manager who can help us deliver... ...developers, SEO and paid media specialists, content teams, and... ...needs AI-Assisted Agency Operations Use Nexvel's internal...OperationsFull timeWork at officeLocal areaFlexible hoursNexVel Solutions
Brooklyn, NY5 days ago$125k - $129k
...leading security and facility services company, offers rewarding... ...Allied Universal® is hiring an Account Manager. As an Account Manager, you... ...force behind daily security operations, ensuring the safety and... ...security officers, meeting client contract hours while minimizing...OperationsContract workWork at officeLocal area- ...destination, seeks an Assistant Store Manager to lead a high-touch client experience, support the team, and... ...the Bluemercury client-first service model across key product categories... ...collaborate with teammates, manage daily operations, and contribute to a premium in-...Operations
- ...partners and end users. Coordinate product management, production teams and other support... ...items. Establish coordination with operations, customer service, and engineering, new product... ...accurate fashion. Service assigned accounts, supporting A/R, managing T&E, disciplined...OperationsLocal area
- Guardant Health is seeking a Sr. Client Services Specialist for Key Accounts to deliver high-touch support to strategic clients. You will navigate EMR... ...functional collaboration with Sales, Billing, and Clinical Operations. You will contribute to process improvements and...OperationsRemote job
- ...starting in 1988 as a Claims Manager, which gave me a strong foundation... .... ROLE DESCRIPTION: As Account Manager - State Farm Agent... ...vital to our daily business operations and customers’ success. You... ...marketing relevant products and services. Grow your career as you...OperationsWork at officeLocal areaFlexible hours
Marcel Robin - State Farm Agent
Jamaica, NYa month ago - ...informatics, and service. With a focus on... ...diseases earlier, managing routine infections... ...Waters, Clinical Account Managers serve as... ...challenges, operational requirements, and... ...Technical Sales Specialists and Application Scientists... .... Serve as the central point of...OperationsContract workTemporary workWork at officeRemote workWorldwideShift work
- ...unique financial services organization with... ...network of brokers and specialists who empower people... ...their risk management outcomes, modernize... ...direction, leads client service for middle and large accounts. Collaborates closely... ...undue hardship on the operation of our business....OperationsWork experience placementWork at office
$120k - $135k
CLINICAL PROJECT MANAGER II - ONCOLOGY Syneos Health... ...us in a functional service provider partnership... ...external vendors, CROs, central laboratories, imaging... ..., forecasting, and operational strategy execution.... ...authority and drive accountability across study teams....OperationsRemote jobWork at officeWorldwide$37k - $100k
...development Role Description: As Account Manager - State Farm Agent Team Member for Chris... ..., you are vital to our daily business operations and customers' success. You grow our agency... ...marketing relevant products and services. Grow your career as you better your community...OperationsFor contractorsFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Service Specialist I (Account Manager), Client Services Centralized Operations. Be the first to apply!
Related searches
- spanish customer service representative Brooklyn, NY
- airport customer service agent Brooklyn, NY
- career services representative Brooklyn, NY
- customer service officer Brooklyn, NY
- at home customer service representative Brooklyn, NY
- bilingual customer service representative spanish english Brooklyn, NY
- customer service representative no experience Brooklyn, NY
- full time customer service associate Brooklyn, NY
- part time customer service representative work from home Brooklyn, NY
- customer associate Brooklyn, NY