Operations Analyst - Free Asset Movement

SEI•Upper Providence Township, PA

10d•Onsite

About The Position

As a member of the Free Asset Movement team, the Free Asset Movement Analyst role requires a self-motivated, goal-oriented individual to work in a team environment, manage multiple tasks in a time sensitive delivery schedule. The Free Asset Movement team is tasked with the satisfactory transfer of Customer Accounts to or from SEI Private Trust Company. The Free Asset Movement team’s core function is Incoming and Outgoing Transfers, Internal Account to Account Transfers and Cost Basis. SEI is seeking individuals with the superior client service skills necessary to meet client expectations and support our goal of 100% client satisfaction.

Requirements

Undergraduate degree and/or equivalent work experience required. Preference in: Accounting, Finance or Business related field.
Knowledge of Microsoft Office products including Word, Excel, Access and Outlook.

Nice To Haves

The ability to demonstrate effective communication skills to clients, service partners, and internal teams both in written and verbal communication.
Effectively coordinate, manage and complete multiple duties and assignments concurrently and within acceptable timelines.
Provide excellent customer service to both our internal and external clients and service partners, responding timely and professionally to client inquiries as well as handle problems
Must be able and willing to work effectively independently, as well as in a team, in an open floor environment
Must be detail oriented
Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information. https://www.seic.com/
For this position, SEI is not hiring individuals who require sponsorship for employment or continued employment now or anytime in the future.

Responsibilities

Basic processing and/or service activities specific to team function
Reviewing, analyzing, and entering client information and transactions into multiple systems
Setting up securities, general account level maintenance, and some level of client contact.
Respond to client inquiries in a timely, accurate and professional manner.
Working on special projects as needed.
Perform research & analysis of root cause conditions.
Implement solutions as assigned.
Interact effectively with multiple operational processing teams.
Maintaining the highest level of confidentiality, quality and privacy.
Manage a time-sensitive delivery schedule.
Receive and prioritize Account Transfer Documentation and directives received from clients.
Perform comprehensive quality assurance check of Account Transfer Documentation.
Reject unsatisfactory documentation back to clients with clear and comprehensive specifics.
Ability to read and understand brokerage/investment statements to ensure that expected assets are pended to GWP accurately and timely.
Perform effective follow-up contact a point with contra-brokers to validate transfer paperwork has been received in good order, and that the requested transfers are proceeding successfully. Log call specifics to transfers tracking database in a comprehensive manner.
Heavy interaction with internal and external clients, as well as teammates, on the telephone, email and in person in a professional and accurate manner.
Regular and reliable attendance in accordance with position, business and/or client needs
Other duties as assigned