Asset Transfer Operations Specialist

SEI; Oaks (PA); On-site; USD 55,000 - 73,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) match

Tuition reimbursement

Paid time off

Parental leave

Back-up childcare

Job summary

SEI seeks a motivated Free Asset Movement Analyst to join the team, handling incoming/outgoing transfers and related processing. You will review client info, enter transactions, and maintain confidentiality while delivering timely responses to inquiries.

The role emphasizes accuracy, adherence to schedules, and effective collaboration with internal teams. A business-focused undergraduate degree and MS Office proficiency are preferred, with SEI offering comprehensive benefits and career growth

Qualifications

• 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.

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 with a point person 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

Client service

Communication

Attention to detail

Time management

Education

Undergraduate degree or equivalent

Accounting/Finance/Business preferred

Tools

Microsoft Office

Job description

SEI seeks a motivated Free Asset Movement Analyst to join the team, handling incoming/outgoing transfers and related processing. You will review client info, enter transactions, and maintain confidentiality while delivering timely responses to inquiries.

The role emphasizes accuracy, adherence to schedules, and effective collaboration with internal teams. A business-focused undergraduate degree and MS Office proficiency are preferred, with SEI offering comprehensive benefits and career growth