Susan Spencer
About Susan Spencer
Susan Spencer is an Investor Servicing Manager with extensive experience in managing client relationships and ensuring compliance with regulatory requirements.
Title
Susan Spencer holds the position of Investor Servicing Manager. Her role involves managing client relationships, ensuring compliance with regulatory requirements, and implementing new investor servicing technologies.
Previous Experience at SEI Investments
Susan Spencer previously worked at SEI Investments in Oaks, Pennsylvania, as an Investor Servicing Manager. During her tenure, she played a significant role in implementing new technologies to enhance investor servicing. Her responsibilities also included managing client relationships and ensuring that all regulatory requirements were met.
Expertise in Investor Servicing
Susan Spencer has extensive experience in investor servicing. She has managed client relationships effectively and has ensured compliance with various regulatory requirements. Her role has often involved collaboration with cross-functional teams to enhance service delivery and client satisfaction.
Industry Participation
To stay updated on the latest trends in investment management, Susan Spencer has actively participated in industry conferences and workshops. This involvement helps her remain informed about current industry standards and practices.
Training and Development Initiatives
Susan Spencer has developed and led training programs for new hires in the investor servicing department. These training programs are designed to equip new employees with the necessary skills and knowledge to excel in their roles.