Client Services and Relationship Management

The Client Services and Relationship Management team at SEI Family Office Services is dedicated to fostering strong relationships with clients, ensuring their needs are met through exceptional service and support. This team manages communication between clients and internal departments, addresses inquiries, and provides guidance on leveraging SEI’s technology and services, ultimately enhancing the client experience for ultra-high-net-worth families and their advisors. Their goal is to deliver personalized solutions and maintain high client satisfaction, driving long-term partnerships.