Greater Philadelphia
Dedicated, client focused professional with over 25 years of financial services experience in relationship management, project management, operations and technology.
• Responsible for the overall client experience. • Responsible for building an understanding of the business environments that impact our partners in an effort to effectively manage change. • Provide consulting advice through business reviews and other events to ensure that our partners are utilizing our product offerings in a manner that provide positive business results. • Management of service delivery consistent with contractual obligations and customer service agreements. • Work closely with the Relationship Management Team to identify cross-selling opportunities. • Work closely with all teams with in SEI to ensure to ensure that we are exceeding the expectations of our business partners. • Accountable for identifying, escalating and delivering the resolution of critical client issues. • Manage a multifunctional team of service professionals. • Implement career development plans to aid in the future growth of staff members. • Represent the service organization in market unit and committee assignments.