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Client Services Coordinator

3 months ago

Dublin, Dublin City, Ireland SEI1GLOBAL Full time

SEI Investments is a leading global provider of asset management and investment technology solutions. The company's innovative solutions help corporations, financial institutions, financial advisors, and affluent families create and manage wealth. SEI is a people focused organization which encourages and recognizes employee development as being a critical component in the provision of excellent client service. An open, collaborative and detail oriented environment underpins this business objective.

Position Description:

The Client Service Coordinator will manage the implementation of Fund Administration and Depositary Services ("services") to new and existing clients. This individual will also assist the Relationship Managers on a number of key relationships and be responsible for working closely with internal and external stakeholders.

What you'll do:

  • Project Management - Manage the full implementation process in accordance with SEI's project plan and governance framework
  • Partner with SEI's clients and key internal stakeholders to develop an implementation strategy
  • Conduct regular launch meetings to ensure adherence to project plan and milestones
  • Prepare sales and new business checklists
  • Cost model & new business committee process
  • Work with vendors when applicable for third party services
  • Assist the RM in all aspects of client governance
  • Collate and monitor KPI's
  • Ensure the SLD is up to date and relevant
  • Due Diligence requests
  • Act as a quarterback for internal engagement
  • Host internal calls with SEI leadership team

What you will bring to the table:

  • A minimum of 3 to 4 years fund or financial services experience
  • Third Level Degree in Finance or related field
  • Fund Services – Fund Accounting, Transfer Agency, Middle Office, Custody experience/knowledge required
  • Working knowledge of fund administration systems
  • Extensive knowledge of MS Excel and MS Word
  • Knowledge of fund structures
  • Understand the theoretical and technical nature of fund administration
  • Operations and customer service experience (desirable)
  • Project Management Certifications (desirable)

Attributes we value:

  • Excellent interpersonal and customer service skills.
  • Ability to multi-task, prioritise work and manage time to maximize efficiency and to meet strict deadlines.
  • Strong oral and written communication skills.
  • Fluency in English Language (both verbal and written) essential.
  • Individual who takes initiative and ownership of assigned responsibilities.
  • Positive 'can do' attitude with excellent problem solving skills.
  • Team player who is flexible & adaptable.
  • Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun.

Benefits you can expect:

Healthcare for yourself, your spouse and any dependents under 18 years old. Pension Scheme, Life Assurance & Group Income Protection. Education Assistance, Sports Club Supplement, Tax Saver Travel Benefits, 2 Paid Volunteer Days per year, Employee Share Participation Scheme and Competitive Family & Annual Leave Entitlements. We are focused on ensuring a healthy work-life balance and offer hybrid working model and flexible working hours.

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

We recognize 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, educational assistance scheme and actively encourage work life balance.