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DC Client Manager | London, UK | Hybrid

SEI Investments (Europe) Ltd.

London

Hybrid

GBP 40,000 - 80,000

Full time

16 days ago

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Job summary

An established industry player is seeking a DC Client Manager to enhance client relationships and ensure exceptional service delivery. In this pivotal role, you will be the key contact for Master Trust clients, advocating for their needs while managing third-party supplier relationships. Your expertise in Defined Contribution and investment knowledge will be vital in supporting clients' communication strategies and navigating legislative changes. Join a forward-thinking company that values collaboration, integrity, and personal growth, offering a hybrid work environment and a comprehensive benefits package to support your well-being.

Benefits

Comprehensive care for physical and mental well-being
Strong pension plan
Tuition reimbursement
Hybrid working environment
Work-life balance

Qualifications

  • Relevant client-facing experience with a good understanding of DC and Investment.
  • Strong project management and interpersonal skills are essential.

Responsibilities

  • Manage and develop relationships with Master Trust clients.
  • Support SEI service delivery and act as a client advocate.
  • Participate in new client implementations and sales processes.

Skills

Client-facing experience
Technical knowledge of DC and Investment
Interpersonal skills
Project management skills
Listening and communication skills

Job description

DC Client Manager

SEI Investments (Europe) Ltd. London, United Kingdom

We are looking for a DC Client Manager who will hold a key relationship role and be responsible for the management and development of relationships with our Master Trust clients. As a key member of the DC Client Team, the holder will help to deliver new and existing clients with best-in-class service and ensure that key third-party supplier relationships are effectively managed.

SEI's Institutional Group is one of the first and largest global providers of outsourced investment management services. We deliver integrated retirement, healthcare and nonprofit solutions to more than 520 clients in 12 countries and in the UK our core propositions are Fiduciary Management and Defined Contribution Master Trust.

What you will do:

  • Support on all aspects of SEI service delivery to DC clients and act as a day-to-day contact and client advocate within SEI.
  • Identify SEI's DC clients emerging needs and inform the DC Proposition Team.
  • Help SEI's DC clients to deliver their member communication strategies.
  • Support the sales process of converting new business opportunities into new clients, including participating in new business proposals and consultant meetings.
  • Attend client meetings.
  • Keep abreast of legislative changes and work with the team to manage the impact on client services and procedures.
  • Participate in new client implementations.
  • Support with internal/external suppliers, maintaining strong and effective relationships to ensure high-quality third-party services are delivered.
  • Develop strong and effective relationships with clients and their professional advisers.
  • Any other ad-hoc projects as required.
  • All SIEL employees are responsible for the identification, assessment and control of risks and risk events.

What we need from you:

  • You will have relevant client-facing experience and bring your good technical knowledge of DC and Investment knowledge.
  • Hands-on experience and knowledge of the products and services pertinent to the Defined Contribution landscape.
  • Excellent interpersonal skills.
  • Proven ability to manage multiple agendas.
  • Strong listening, oral and written communication skills.
  • Previous experience of working within DC Pensions / client-facing role preferred.
  • Existing pensions and/or investment knowledge will be beneficial, with a firm commitment to develop that knowledge when in role essential.
  • Strong project management skills.

What we would like from you:

  • Passionate about building effective client relationships and acting in the best interests of our clients.
  • Collaborative working style.
  • Excellent communication skills.
  • The ability to prioritise and manage multiple agendas.
  • The ability to see projects through successfully from end to end.
  • Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun.

SEI's competitive advantage:

To help you stay energised, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, strong pension plan, tuition reimbursement, hybrid working environment, and a work-life balance that enables you to relax, recharge and be there for the people you care about.

SEI is an Equal Opportunity Employer and so much more...

SEI Investments (Europe) Ltd ('SIEL') is authorised and regulated by the Financial Conduct Authority (FRN 191713).

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