Asset Movement Operations Analyst

SEI; Upper Providence Township (PA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Healthcare benefits

401(k) match

Education assistance

Paid time off

Parental leave

Back-up childcare

Volunteer days

Stock purchase plan

Job summary

SEI is seeking a Free Asset Movement Analyst to join the team. The role focuses on timely, accurate handling of customer account transfers, inquiries, and documentation within SEI Private Trust Company infrastructure. Strong client service and confidentiality are essential.

Responsibilities include data entry across systems, evaluating transfer documents, and coordinating with contra-brokers and internal teams to ensure smooth processing. Undergraduate degree and MS Office skills preferred.

Qualifications

• Undergraduate degree or equivalent work experience required.
• Microsoft Office proficiency (Word, Excel, Outlook).

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

Skills

Customer service

Communication

Time management

Teamwork

Education

Undergraduate degree

Tools

Microsoft Office

Job description

SEI is seeking a Free Asset Movement Analyst to join the team. The role focuses on timely, accurate handling of customer account transfers, inquiries, and documentation within SEI Private Trust Company infrastructure. Strong client service and confidentiality are essential.

Responsibilities include data entry across systems, evaluating transfer documents, and coordinating with contra-brokers and internal teams to ensure smooth processing. Undergraduate degree and MS Office skills preferred.