Operations Analyst I, Client Services

SEI•Upper Providence Township, PA

3d•Hybrid

About The Position

The Investment Manager Services Division (IMS) at SEI is seeking an entry-level Operations Analyst for its Retirement Services Team. The team provides advisor and client intelligence that supports strategic distribution and growth initiatives across SEI’s retirement business. The analyst partners with internal teams to collect, organize, validate, and maintain business data that supports sales, marketing, onboarding, relationship management, and client servicing. The role also involves serving as a client liaison for identified firms, educating them about SEI’s retirement services, maintaining product catalogues, and providing client support to large national teams. Through IMS and corporate professional development sessions, the analyst will learn to identify processes and potential solutions across the division and organization, while working with a diverse team and developing their career.

Requirements

Bachelor of Arts or Bachelor of Science in Accounting, Finance, Economics, Marketing, or equivalent professional experience.
Intermediate Microsoft Excel skills.
Self-motivation, organization, and drive to complete multiple client deliverables in a timely manner without sacrificing quality.
Strong written and verbal communication skills for supporting clients primarily through email and phone calls.
Strong customer service skills for daily communication with clients and other service providers.

Nice To Haves

Internship experience.
Drive to broaden knowledge of the financial services industry by learning new concepts and systems and applying them to daily assignments.
Ability to collaborate with internal and external stakeholders and adapt as client needs change.
Positive, collegial approach to assisting colleagues and clients, with the ability to work in a team environment.
Curiosity, critical thinking, and attention to detail, including the ability to identify solutions and help implement more efficient processes or procedures.
Ability to embody SEI’s values of courage, integrity, collaboration, inclusion, connection, and fun.

Responsibilities

Collect and organize retirement advisor, consultant, recordkeeper, asset manager, and client contact information from approved internal and external sources.
Validate firm affiliations, job titles, email addresses, geographic coverage, and areas of specialization, and identify duplicate or incomplete records.
Clean and standardize contact records and prepare datasets according to Salesforce bulk-upload templates and required field standards.
Build segmented, campaign-ready contact lists for CIT awareness, new fund launches, product education, advisor outreach, and distribution opportunities.
Partner with National Accounts, Marketing, Onboarding/Investor Servicing, Relationship Management, and other teams to confirm campaign criteria, audiences, and priorities.
Research retirement firms and industry participants and organize advisor intelligence by region, market segment, consultant practice, specialization, and strategic opportunity.
Serve as a client liaison with identified firms to educate them about SEI’s retirement services business.
Develop and maintain product catalogues and serve as a client support contact for large national teams.
Attend and participate in IMS and corporate professional development sessions and identify processes and potential solutions across the division and organization.

Benefits

Healthcare coverage, including medical, dental, vision, prescription, wellness, employee assistance program, and flexible spending account options.
Life and disability insurance, with premiums paid for base coverage.
401(k) match.
Tuition reimbursement and education assistance.
Commuter benefits.
Up to 11 paid holidays per year.
16 days of paid time off 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.
Hybrid working environment.
Support for working parents.
Flexible Time Off (FTO).
Care and resources for physical and mental well-being.