Allison L Walker
Relationship Manager at SEI
- Role
- Relationship Manager at SEI
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
Experience
Relationship Manager
Dec 2010 — Present · US
Relationship Specialist who is responsible for every aspect of SEI’s relationship with the Elite Advisor firms. I am the point of contact for Elite firms, advocating their client’s requirements across the Advisor Network and Middle Office.Ensure exceptional service and manage client expectations. Act as point of escalation/resolution for any client issues. Accountable for key service and processing metrics for each client along with educating the client and assist them in implementing the best possible practices to more effectively use Middle Office products and services to meet their business needs. Collaborate with other teams including the Processing, Transfer, and Quality Control teams to support the elite clients.
Skills
- Sales
- Financial Reporting
- Back Office
- Project Management
- Wealth Management
- Retirement Planning
- Banking
- Mutual Funds
- Risk Management
- Investments
- Accounts Receivable
- Strategic Financial Planning
- Business Analysis
- Portfolio Management
- Financial Analysis
- Finance
- Payroll
- Credit Analysis
- Relationship Management
- Financial Services
- Process Improvement
- Securities
- Accounting
- Customer Service
- Business Process Improvement
- Financial Risk
- Asset Management
- Credit
- Financial Modeling
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