Client Success Associate, SEI

$50-60k

+ Eligible to earn incentive compensation based on company performance

Junior and Mid level

Remote from US

Technology and investment solutions

Job no longer available

Technology and investment solutions

1001+ employees

B2BEnterpriseConsultingFinancial Services

Job no longer available

$50-60k

+ Eligible to earn incentive compensation based on company performance

Junior and Mid level

Remote from US

1001+ employees

B2BEnterpriseConsultingFinancial Services

Company mission

We’re 5,000 employee entrepreneurs working with our clients and communities to solve problems that matter. And we’re on a mission to build brave futures℠ through the power of connection.

Job

Company

Role

Who you are

SEI is seeking an Client Success Associate with a strong background in reporting on more complex issues, strong internal and external communication abilities and experience in client service
We are looking for an individual who enjoys critical thinking and strives for continuous improvement in what they are working on
Financial Service Industry experience preferred
Bachelor’s degree
Ability to manage change and willingness to improve efficiency / scalability within the company
Ability to create and present reports regularly
Ability to communicate verbally and in writing with diverse groups of people

What the job involves

This role will be integral in our sales process to complete the set up and maintenance of clients on SEI Access
Provide excellent customer service to new and existing SEI Access clients
Onboard clients to launch both proprietary and 3rd party offerings on SEI Access
Conduct Executive Business Reviews (EBRs) with clients at regular intervals from 3-6 months
Send monthly reports showing number of transactions, advisors using SEI Access, total volume raised, and other relevant metrics
Create and implement strategies to increase SEI Access adoption among client base
Train clients on how to use SEI Access, provide new feature updates, and answer general questions about functionality and use cases
Communicate with clients regularly to ensure a high level of client satisfaction
Occasional domestic travel to visit with clients
Serve as the business liaison between the Firm and its clients for products and services that may require technical integration
Ability to fully explain the Firm’s processes and service offerings as applied to client requirements
Update and maintain internal client tracking system and keep accurate record of accounts
Develop inter-department relationships within SEI to drive action and accountability from internal partners
Implement new systems and controls where appropriate
Recommend enhancements to current systems

Our take

SEI provides technology and investment solutions for the financial services industry by offering services like investment processing and operations management. The company oversees around $1.5T in assets, helping clients make smart financial decisions.

It also offers customized investment portfolios through managed accounts, allowing investors to tailor their strategies. Its technology helps clients optimize taxes and provides detailed reports on tax savings, making the service valuable for financial advisors and investors.

Recently the company added new features to its platform, enabling wealth managers to see a complete view of their clients' finances, as well as assets held elsewhere. These updates have driven growth in SEI's managed accounting, placing the company well for continued success.

Kirsty

Company Specialist at Welcome to the Jungle

Company

Company HQ

Toronto, Canada

Leadership

Ryan Hicke

(CEO)

Ryan has worked at SEI since 1998, initially joining the company as an Account Executive. Since then, they have worked in several roles, including Managing Director of UK IFAs and Global Wealth Services, and Senior/Executive Vice President, before becoming the CEO in 2022.

Alfred P. West, Jr.

(Executive Chairman)

Al founded SEI in 1968 and led our company as CEO for more than 50 years, guiding SEI’s growth and success from a fintech start-up to a global provider of technology and investment solutions.

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