Industry-leading performance attribution, risk management, and reporting suite for the institutional investor. Serving both managers and allocators, Novus helps you achieve your investment potential with multi-asset class coverage, deep analytics, and the... Backed by Index.
About the role
Heavy interaction with internal and external clients, as well as teammates, on the telephone, email and in person in a professional and accurate manner Cultivate and maintain close client relationships through proactive measures and creative customer service Found on 1752vc Careers, the job board for startup and VC roles.
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The Middle Office Team supports Registered Investment Advisors (RIAs), Banks, Money Managers and the SEI Wealth Network by providing exceptional administrative services to high-net-worth clients. Middle Office Regional Consultants must have a strong client-oriented approach and should possess an understanding of the mutual fund and securities business and have a strong willingness to learn the investment management operations business. Middle Office Regional Consultants are dedicated to providing the absolute highest level of service, back-office support, and personal account management to clients within the Advisor, Enterprise and Wealth channels.
SEI is seeking individuals with the superior client service skills necessary to meet client expectations and support our goal of 100% client satisfaction. This position is responsible for providing account and operational management to clients within the Advisor Network through extensive daily support and interaction. This will involve acquiring a working knowledge of the investment management business, SEI Funds, products and processes necessary to effectively respond to all inquiries from investment advisors. Individuals must work...
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