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Client Service Specialist (Account Manager) at SEI - ApplyBlast

Client Service Specialist (Account Manager)

SEI

2 months ago

3.3 on Glassdoor

Oaks, Pennsylvania, United States

Onsite

Full Time

Medior

0 applicants

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About this role

The Client Service Specialist (Account Manager) will serve as the primary daily contact for hedge fund clients, coordinating internal resources, managing issue resolution, and overseeing new business setups. The role involves cultivating client relationships, handling data and workflow systems, and supporting the Alternative Fund Administration offering while traveling up to 15% of the time.

Responsibilities

Serve as main daily client contact
Coordinate internal resources and new business setups
Identify, resolve, and escalate critical client issues

Skills

Qualifications

BA/BS in Business, Accounting, Finance, Economics, Mathematics

About SEI

seic.com

Headquarters

Oaks, Pennsylvania, United States

Company Size

1001-5000 employees

Founded

1968

View Profile

SEI 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.