1 Client Relations Specialist, Family Office Services Job in Indianapolis, IN
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SEI is Hiring a Client Relations Specialist, Family Office Services Near Indianapolis, IN
SEI is seeking a Specialist for the Client Relations team, which is responsible for day-to-day, first line product and client support for SEI's Archway Platform and Archway Client Portal. The team also maintains all Zendesk documentation related to the Archway Platform, plans and presents at annual IMMERSION User Conference events, drafts and publishes quarterly software release notes, and liaises with internal and external stakeholders, on software updates and new functionality. This position may be eligible to be performed in a hybrid fashion.
What you will do:
Serve as a primary point of contact for SaaS client support, empowerment, and engagement. Cultivate insight and understanding of the clients' needs, to identify and communicate solutions, and deliver sustained customer satisfaction.
Document client requests in the Archway Platform product support queue, and follow up to ensure requests are satisfied accurately and timely, and in alignment with best practices and team standards.
Communicate with appropriate internal teams or client teams, and initiate clear and concise software development tickets, as necessary, to resolve and/or escalate open questions, production issues, or system support queries.
Contribute to the documentation of processes and procedures and best practices relating to the Archway Platform, including maintenance of the existing body of knowledge in Zendesk, and creating/publishing new content on an ongoing basis, in alignment with the software release cycle.
Contribute to software release notes for all go-forward major and minor software releases for the Archway Platform. Collaborate with internal and external stakeholders about current and forthcoming software features and functionality, serving as a subject matter expert and providing client-informed guidance.
Share observations and recommendations about content to be included in IMMERSION User Conferences.
What we need from you:
Bachelor's degree in general business, or related, field. For recent graduates, a minimum GPA of 3.0 on 4.0 scale.
Advanced skills with Microsoft Office applications, and familiarity with accounting principles and finance terminology.
Strong analytical and problem-solving skills, rigorous attention to detail, and concise written and verbal communication skills.
Ability to work both under pressure, both collaboratively and independently, and to adapt to and prioritize changing projects, tasks and timelines.
What we would like from you:
Academic major/specialization in accounting, finance, or technology major.
2 years' experience in the financial services industry, in a client-focused SaaS setting.
Experience with customer service and the Zendesk application.
Motivation to take ownership of a task and see it through from inception to completion.
Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information.
Unit Overview:
SEI Family Office Services (FOS) is a division of SEI focused on delivering technology and technology-enabled services to family offices, including seven of the top 15 wealthiest American families and financial institutions serving ultra-high-net-worth families. The Family Office Services division is part of SEI's Global Wealth Management Services business, comprised of market-leading, innovative solutions designed to support the future growth of investment and wealth managers globally.
SEI's competitive advantage:
To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about.
Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401(k) match, education assistance, commuter benefits, up to 11 paid holidays/year, 21 days PTO/year pro-rated for new hires which increases over time, paid parental leave, back-up childcare arrangements, paid volunteer days, a discounted stock purchase plan, investment options, access to thriving employee networks and more.
We are a technology and asset management company delivering on our promise of building brave futures (SM)-for our clients, our communities, and ourselves. Come build your brave future at SEI.
SEI is an Equal Opportunity Employer and so much more...
After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we're (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.
SEI is an equal opportunity / affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.
Job Summary
Full Time
Business Services
$59k-81k (estimate)
03/22/2023
04/09/2024
seigroupinc.com
HUNTSVILLE, AL
25 - 50
1997
ELOY J TORREZ
$10M - $50M
Business Services
Related Companies
About SEI
SEI Group, Inc. is a global small business firm that provides engineering and construction services to federal government agencies and specializes in building systems and energy savings. Our customers are at the forefront of every project we undertake, which has allowed us to receive notable recognition as quality performers; since 2002, SEI has been a member of the Hispanic Business 500, since 2004, a member of Inc. 500, and in 2007 was awarded the Boeing Performance Excellence Award. Sustainability. Energy. Infrastructure.
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