Client Service Analyst

SEI • Upper Providence Township, PA

4d

About The Position

The Middle Office Team provides administrative services and back-office support to Registered Investment Advisors, banks, money managers, and the SEI Wealth Network. This entry-level role provides account and operational management to clients in the Advisor Network through daily support and interaction. The analyst develops working knowledge of investment management operations, SEI funds, products, and processes to respond effectively to investment advisor inquiries, coordinating client investment activities with market unit sales staff and SEI Private Trust Company. Full training and support are provided.

Requirements

• Strong dedication to quality customer service.
• Excellent verbal and written communication skills.
• Knowledge of Excel and Word for Windows.
• Ability to work from 10:30 a.m. to 7:00 p.m.

Nice To Haves

• BS/BA in Accounting or Finance.
• At least 2 years of related work experience.
• Knowledge of financial and/or investment services.
• Exceptional interpersonal skills and ability to work as part of a team.
• Ability to handle multiple tasks and work under pressure.
• Excellent analytical and problem-solving skills.
• Ability to work effectively and productively with others.
• Ability to coordinate, perform, and complete multiple duties and assignments concurrently and on time.
• Ability to prioritize in a high-volume environment.
• Excellent organizational skills and attention to detail.
• Ability to work independently with minimal supervision.
• Willingness to embody SEI’s values of courage, integrity, collaboration, inclusion, connection, and fun.

Responsibilities

• Communicate professionally and accurately with internal and external clients and teammates by telephone, email, and in person.
• Cultivate and maintain client relationships through proactive measures and creative customer service.
• Educate clients and help them implement effective practices for using Middle Office products and services.
• Interpret monetary requests and determine the appropriate course of action based on client goals and SEI guidelines and procedures.
• Determine appropriate actions for requests that are not in good order, considering SEI’s responsibilities in the event of a dispute.
• Develop an in-depth understanding of IRS retirement-account processing rules for IRAs and Qualified Plans.
• Identify advisor-related processing issues to ensure accurate request completion and provide value-added service.
• Understand and apply financial services compliance rules, including Anti-Money Laundering, Late Day Trading, the Privacy Act, and the US Patriot Act.
• Participate in departmental projects to improve processes and systems.
• Maintain confidentiality, quality, and privacy.
• Coordinate client investment activities with market unit sales staff and SEI Private Trust Company.

Benefits

• Healthcare coverage, including medical, dental, vision, prescription, wellness, EAP, and FSA.
• Life and disability insurance, with premiums paid for base coverage.
• 401(k) match.
• Education assistance and tuition reimbursement.
• Commuter benefits.
• Up to 11 paid holidays per year.
• 16 days of PTO per year, prorated for new hires and increasing over time.
• Paid parental leave.
• Back-up childcare arrangements.
• Paid volunteer days.
• Discounted stock purchase plan.
• Investment options.
• Access to employee networks.
• Support for working parents.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed