Client Service Support Professional at SEI U.S. in Oaks, PA

Job description

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. What you will do: 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, semi-annual and annual reports) for 40 Act clients.You will organize shareholder information and coordinate printing process with outside printers for all regulatory reports.You will coordinate regulatory report distribution with clients, administration, legal and transfer agent to ensure accuracy. You will facilitate marketing review and assist in the distribution of client’s product marketing collateral materials.You will manage various regulatory requirements related to the distribution and availability of prospectuses, statement of additional information, XBRL, etc. You will train clients regarding legal comments and FINRA requirements, SEI marketing review workflow software.You will assist in the distribution of product marketing materials and advertisements for 40 Act and Collective Investment Trust clients, serving as the main marketing contact point for clients.You will work with 40 Act clients to create and maintain product websites and make introductions to outside web developers.You will develop and manage process for consistent execution of marketing plan administration across legal, SIDCO and relationship teams.You will coordinate shareholder statement messaging and annual tax letters with client service team, client and transfer agency.You will manage and strengthen existing vendor relationships with printers, fulfillment houses, website developers, regulatory report distribution providers and advertising agencies. Introduce and manage new relationships as needed.You will assist the Account Management Team with select projects - project responsibilities associated with client product launches, share class additions, fund mergers, KPI reports & meetings, proxy solicitations, legal distributor functions, regulatory updates, and other shareholder communications.We want you to succeed and look for future solutions! Through attending and participating in various IMS and corporate professional development sessions, you will acquire the tools to identify processes across the division and organization as well as opportunities to streamline for our clients. We see your role as a partnership to our business and want recognize your contributions. BA / BS in Business or Marketing or equivalent work experience. Minimum of 2 years’ experience in mutual fund or hedge fund industry with proven success operating in cross-functional team. Intermediate skills in Microsoft Excel. The self-motivation and drive to monitor multiple client deliverables without sacrificing excel