Backed by Index.
About the role
You will be the primary liaison between SEI and IMS clients to support SEI products and services and promote a superior client relationship.Respond quickly and effectively to resolve client incidents, inquiries, and service issues and identify opportunities for service improvements.Keep abreast of new services and evolving industry standards and developments.As a Client Service Professional, you will manage shareholder and third-party distribution of regulatory reports (prospectuses, stickers, proxy statements,...
More about this role
The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our client relationship team as a Client Service Professional supporting its traditional investment manager clients. Our primary goal is focused on ensuring that our clients are receiving a world class client experience consistent with our Client Experience Principles and helping our clients succeed through improving their businesses and lives. The Client Service Professional supports the administration and distribution services to multiple IMS clients offering Mutual Funds, Exchange Traded Funds and Collective Investment Trusts. The Client Service Professional is responsible for managing client regulatory reporting, marketing review, shareholder communications, and project management for our clients. Project management responsibilities include product implementations, proxy solicitation and other distributor or administration functions.
You will be the primary liaison between SEI and IMS clients to support SEI products and services and promote a superior client relationship.Respond quickly and effectively to resolve client incidents, inquiries, and service issues and identify...
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