Client Service Professional
SEI (12 days ago)
About this role
SEI's Banking and Wealth Management group seeks a Client Service Professional to deliver outstanding client support, education, and solutions. The role involves serving as the primary liaison for clients, resolving service issues, and fostering strong relationships within a team environment. It emphasizes providing high-quality service and continuous improvement within the private banking context.
Required Skills
- Client Service
- Relationship Management
- Communication
- Problem Solving
- Financial Knowledge
- Project Management
- MS Office
- Trust Operations
- Customer Support
- Investment Processing
About SEI
seic.comSEI is a global provider of technology and investment solutions serving financial institutions, wealth managers, asset managers, corporations and affluent families. The firm offers outsourced investment management and administration, investment processing and operations, and integrated technology platforms for portfolio management, reporting and client servicing. By combining proprietary software, operational outsourcing and investment expertise, SEI helps clients scale, streamline operations, enhance reporting and manage risk and compliance. Clients choose SEI for its customizable, end-to-end solutions and industry experience across global markets.
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