Client Service Director

?Partner with Senior Client Portfolio Managers to develop, implement and enhance client level strategy.
Strategize with Client Portfolio Managers on revenue retention and growth with responsibility for numerous relationships across the Defined Benefit, Defined Contribution, Healthcare, or Endowment and Foundation markets.
Serve as client advocate with internal business units such as SEI Private Trust Company (SPTC), Investment Management Unit, Compliance, Legal, Billing and Performance Reporting. Manage and direct these resources to help achieve client focused goals.
Collaborate with SEI Private Trust Company (SPTC) for directing client activity, including rebalancing and manual trading; implementing asset allocation and fee changes, monitoring custom client "glide paths" and coordinating corporate, plan and regulatory audits.
Prepare contract amendments, restatements and custom Investment Policy Statements (IPS).
Assist in preparing customized, legally compliant presentations for quarterly client meetings based on portfolio strategy, current market environment and client level strategy. Review performance and custodial/trust reporting as part of ongoing account oversight.
Serve as day-to-day point of contact for all inbound and outbound client communications, including providing market and investment updates, new product roll-outs, and legislative / regulatory updates.
Assess, analyze, monitor and ensure timely completion of all requests made by client, client's consultants and auditors.
Perform research for client specific requests.
Ensure client documentation and correspondence are current and maintained on appropriate systems.
Position Requirements
Qualified candidates for this position will have a minimum of 5-7 years of investment industry experience. Relationship, interpersonal and communication skills are an absolute priority for this position. Therefore, client relationship management and / or sales experience are highly desirable. Knowledge of investments and experience with institutional clients is a definite advantage. Accounting, middle or back office experience is also an advantage.
The successful candidate will be a self-motivated, relationship-driven individual with:
Exceptional communication skills and the ability to manage and coordinate multiple tasks to exceed client expectations.
Written communication capabilities translating sophisticated investment concepts and performance attribution into specific client ready materials.
Proven creativity and problem-solving ability
Natural aptitude for recognizing and contributing to team, group and corporate goals in all situations and interactions.
Detail orientation, strong technical acumen and good analytical skills
Must have a strong work ethic with the ability to manage multiple tasks simultaneously
Efficient in Microsoft Excel, PowerPoint and Word
Client Service Directors are registered representatives and will be required to obtain their Series 7 and 63 licenses once beginning the role.
Location and Travel
This position will be based at our corporate headquarters in Oaks, PA. Limited travel will be required.
Physical Demands and Work Environment
While performing the duties of this job, the work environment may require an individual to move around the office and from building to building which may expose the individual to weather conditions outside. The individual has to be able to sit or be stationary at a computer and use computers for extended periods of time and occasionally lift and/or move up to 20 pounds. The noise level in the environment is moderate and the individual must be able to communicate and exchange information with people in person and over the telephone and email.
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.

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