Specialist I, Centralized Operations (Oaks)

Investment Manager Services Account Manager

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.

The 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 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 :

• Serve as main daily client contact, cultivating and maintaining close relationships with clients through proactive measures and written / verbal communication.
• Coordinate internal SEI resources on behalf of client (COPS, Recon, Accounting, Technology, etc.)
• Identify, resolve, and / or escalate critical issues
• Serve as representative for each client with the various third party vendors used by the teams.
• Be responsible for coordinating all new business setups.
• Develop / document processes and controls for enhancements to our Alternative Fund Administration offering.
• Manage client and internal expectations for ad hoc requests.
• Take a consultative approach with client project requests and recommend best practices, prioritize, scope, and implement when necessary custom specifications.
• Work with the team to continually define our service offering and manage client expectations.
• Be comfortable working with various file and data formats.
• Attend and participate in various IMS and corporate professional development sessions to acquire the tools to identify processes across the division and organization.
• Partner with a diverse team and grow your career.

What We Need From You :

What We Would Like From You :

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.