Senior Client Services Specialist/Account Manager, Alternative Investment Funds
SEI · Oaks, PA · 4 wk ago
OTHRFull-time
We need to output HTML fragment with headings for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. Must not repeat job title as heading. No Job ID etc. Remove boilerplate, EEO, legal, etc. Must preserve all substantive info.
We need to parse the posting.
Let's extract sections:
- About the role: The first paragraph: "The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members to join our Relationship Management and Client Service team. Our primary goal is to provide an exceptional client experience to our clients. As an Account Manager you will develop, maintain and expand the client relationships with existing clients serving as the primary point of contact for the daily activities and initiatives of your clients."
That's about the role.
- Responsibilities: The "What You’ll Do" section includes many bullet-like sentences. We need to convert to
for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. Must not repeat job title as heading. No Job ID etc. Remove boilerplate, EEO, legal, etc. Must preserve all substantive info.
We need to parse the posting.
Let's extract sections:
- About the role: The first paragraph: "The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members to join our Relationship Management and Client Service team. Our primary goal is to provide an exceptional client experience to our clients. As an Account Manager you will develop, maintain and expand the client relationships with existing clients serving as the primary point of contact for the daily activities and initiatives of your clients."
That's about the role.
- Responsibilities: The "What You’ll Do" section includes many bullet-like sentences. We need to convert to - . Let's list each duty.
From text:
"Enhance the client relationship by building deeper and broader relationships within your client base and developing an intimate understanding of your clients’ business and objectives."
"Utilize industry and SEI Solutions knowledge to consult with clients and present innovative recommendations relating to: industry trends, product differentiation (product rollout, new classes, channels, etc), new market opportunities, success stories, etc.)."
"Client engagement and a dedication to quality service is a must for success."
"Manage client and internal expectations while identifying, resolving and/or escalating critical issues. You will be a strong advocate for your clients internally and a strong advocate for SEI externally."
"Utilizing your experiences you will engage with internal teams to find creative ways to continually define our service offering and contribute to the success of the market unit by identifying and participating in department wide initiatives to improve effectiveness."
"You will lead the onboarding of new clients and manage key client projects (prioritize projects, identify new projects to be initiated, gather resources, monitor milestones, perform business analysis, document, etc.). These projects include the opening and closing of funds and share classes, coordinating fund mergers, asset pool conversions and external service provider changes. It is critical that you ensure that standardized processes are created and used to manage routine activities."
"Assist with helping IMS meet its business objectives by helping ensure client relationships maintain revenue and profitability goals. This requires your active involvement in helping identify cross selling opportunities and supporting the recontract and RFP processes."
"We want you to succeed and look for future solutions! Through attending and participating in various IMS and corporate professional development sessions and industry conferences, 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 to recognize your contributions."
That's responsibilities.
- Requirements: Might be "What You Bring To The Table" includes Bachelor’s Degree, 8 years experience, etc. Also "Attributes We Value" maybe skills.
But we need sections: Requirements, Qualifications, Skills, Benefits, Pay, Schedule.
We need to decide what goes where. The posting includes:
"What You Bring To The Table Bachelor’s Degree in Accounting, Finance, Economics, or related field (or equivalent experience).8 years investment management/operational experience (Traditional or Alternative).Strong team building skillsExcellent Client Service skills built around the SEI Client Experience Principles.Proven project management skills.The self-motivation and drive to monitor multiple client deliverables without sacrificing excellence or quality.Strong written and verbal communication skills and as you will primarily support your clients through email and/or phone calls.Willingness to travel up to 20%."
That's qualifications/requirements.
"Attributes We Value A drive to learn new systems and concepts to ultimately have a broad knowledge of the industry.Collaboration with internal and external stakeholders. As the needs of our clients change, we need to be flexible to change with them. Positivity and genuine interest in assisting both colleagues and clients.Curiosity and critical thinking: Whether it’s to identify a solution to a problem or possibly help implement a more efficient process or procedure, your skills have a place in our business."
That's skills/attributes.
"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, 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."
That's benefits.
No explicit Pay or Schedule info. So we should NOT create Pay or Schedule sections because they are not stated. The instruction: never create Pay/Schedule/Benefits sections unless the posting actually states them. Benefits is stated, so include Benefits section. Pay and Schedule not present, so omit.
We need sections: About the role, Responsibilities, Requirements (maybe Qualifications?), Skills, Benefits.
We need to decide which headings to use: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits. The instruction: use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can include those that have content.
We have content for About the role, Responsibilities, Requirements (maybe combine Qualifications?), Skills, Benefits.
We could treat "What You Bring To The Table" as Requirements/Qualifications. Could split into Requirements (education, experience) and Qualifications (skills). But we have also "Attributes We Value" which are skills.
Better: Requirements: education and experience. Qualifications: maybe not needed. Skills: team building, client service, project management, communication, travel willingness, plus attributes.
But we need to avoid thin sections. Perhaps combine Requirements and Qualifications into one section called Requirements (or Qualifications). But we have both headings allowed; we can choose to include only those with substantive content.
Let's decide:
- About the role
- Responsibilities
- Requirements (education + experience)
- Skills (team building, client service, project management, communication, travel, attributes)
- Benefits
We'll omit Qualifications as separate.
Now we need to output HTML fragment only, no /, no markdown fences.
We'll produce:
About the role
...
Responsibilities
- ...
...
Requirements
- Bachelor’s Degree in Accounting, Finance, Economics, or related field (or equivalent experience).
- 8 years investment management/operational experience (Traditional or Alternative).
Skills
- Strong team building skills
- Excellent Client Service skills built around the SEI Client Experience Principles.
- Proven project management skills.
- Self‑motivation and drive to monitor multiple client deliverables without sacrificing excellence or quality.
- Strong written and verbal communication skills (primary support via email and/or phone calls).
- Willingness to travel up to 20%.
- A drive to learn new systems and concepts to ultimately have a broad knowledge of the industry.
- Collaboration with internal and external stakeholders; flexibility to adapt as client needs change.
- Positivity and genuine interest in assisting both colleagues and clients.
- Curiosity and critical thinking to identify solutions and implement more efficient processes.
Benefits
- Comprehensive care for physical and mental well‑being.
- Strong retirement plan.
- Tuition reimbursement.
- Support for working parents.
- Flexible Paid Time Off (PTO).
- 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 per year.
- 21 days PTO per year (pro‑rated for new hires, increasing over time).
- Paid parental leave.
- Back‑up childcare arrangements.
- Paid volunteer days.
- Discounted stock purchase plan.
- Investment options.
- Access to thriving employee networks.
We need to ensure we preserve all substantive information. Did we miss any? Let's check original text for any other details not captured.
Original includes: "We see your role as a partnership to our business and want to recognize your contributions." Already in responsibilities.
Also: "We want you to succeed and look for future solutions! Through attending and participating in various IMS and corporate professional development sessions and industry conferences, you will acquire the tools to identify processes across the division and organization as well as opportunities to streamline for our clients." Already in responsibilities.
Also: "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." That's marketing fluff; could be omitted as boilerplate? It's not a specific duty/requirement/benefit. It's more generic marketing. Might be considered boilerplate; but it's substantive? It's not a duty, requirement, benefit. Probably can be omitted as it's not specific to role. The instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. This is not exactly those, but it's generic marketing. Might be okay to keep? However, they said preserve ALL substantive information; do NOT invent or summarize away detail. This is substantive? It's about company mission. Might be considered part of About the role? Could add a sentence to About the role. But we already have About the role paragraph; we could add that line.
Let's incorporate: "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." Add to About the role paragraph.
Also: "The position title reflected in this job description is aligned with SEI's current internal job architecture. As part of SEI's role and career framework, internal job titles may not directly correspond to external market titles and may differ from titles previously assigned during an employee's tenure or at the time of hire." That's metadata about title; we should drop as per instruction: do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short or drop it. This is minor metadata; we can drop.
Also: "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 employer and all qualified applicants will receive consideration for
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can include those that have content.
We have content for About the role, Responsibilities, Requirements (maybe combine Qualifications?), Skills, Benefits.
We could treat "What You Bring To The Table" as Requirements/Qualifications. Could split into Requirements (education, experience) and Qualifications (skills). But we have also "Attributes We Value" which are skills.
Better: Requirements: education and experience. Qualifications: maybe not needed. Skills: team building, client service, project management, communication, travel willingness, plus attributes.
But we need to avoid thin sections. Perhaps combine Requirements and Qualifications into one section called Requirements (or Qualifications). But we have both headings allowed; we can choose to include only those with substantive content.
Let's decide:
- About the role
- Responsibilities
- Requirements (education + experience)
- Skills (team building, client service, project management, communication, travel, attributes)
- Benefits
We'll omit Qualifications as separate.
Now we need to output HTML fragment only, no /, no markdown fences.
We'll produce:
About the role
...
Responsibilities
- ... ...
Requirements
- Bachelor’s Degree in Accounting, Finance, Economics, or related field (or equivalent experience).
- 8 years investment management/operational experience (Traditional or Alternative).
Skills
- Strong team building skills
- Excellent Client Service skills built around the SEI Client Experience Principles.
- Proven project management skills.
- Self‑motivation and drive to monitor multiple client deliverables without sacrificing excellence or quality.
- Strong written and verbal communication skills (primary support via email and/or phone calls).
- Willingness to travel up to 20%.
- A drive to learn new systems and concepts to ultimately have a broad knowledge of the industry.
- Collaboration with internal and external stakeholders; flexibility to adapt as client needs change.
- Positivity and genuine interest in assisting both colleagues and clients.
- Curiosity and critical thinking to identify solutions and implement more efficient processes.
Benefits
- Comprehensive care for physical and mental well‑being.
- Strong retirement plan.
- Tuition reimbursement.
- Support for working parents.
- Flexible Paid Time Off (PTO).
- 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 per year.
- 21 days PTO per year (pro‑rated for new hires, increasing over time).
- Paid parental leave.
- Back‑up childcare arrangements.
- Paid volunteer days.
- Discounted stock purchase plan.
- Investment options.
- Access to thriving employee networks.
or drop it. This is minor metadata; we can drop. Also: "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 employer and all qualified applicants will receive consideration for