Account Manager

Job description

The Asset Management organization has an immediate opening for an Account Manager to play a central role in the growth of SEI’s Private Wealth Management business. SEI Private Wealth Management (PWM) is a multi-family office, which delivers an innovative and complete wealth management offering to high-net-worth and ultra-high-net-worth individuals and families. This position requires a highly organized individual who can balance many tasks and deliver high-quality work within deadlines. The Account Manager is responsible for delivering an exceptional client experience and operational support to Wealth Advisors and our clients. The role serves as the primary point of contact for client service needs, account administration, and operational processes, while coordinating advisory and investment-related processes with accuracy, professionalism, and discretion. What you will do: Be the initial point of contact for customer service for PWM clients and escalate as needed. Build and maintain strong client relationships. Assist in the implementation of a goals-based plan and supporting investments. Provide management and oversight of client advisory projects. Execute and oversee investment-...