Client-Centric Middle Office Analyst

142 SEI Custodial Operations Co; Oaks (PA); On-site; USD 55,000 - 70,000; Full time

Benefits offered by this job

Healthcare benefits (medical, dental,视

401(k) match

Education assistance

Commuter benefits

PTO & holidays

Parental leave

Volunteer days

Stock purchase plan

Job summary

SEI is seeking an entry-level Middle Office Regional Consultant to provide exceptional administrative support to RIAs, Banks, Money Managers and the SEI Wealth Network. You will handle account and operational requests, learn SEI Funds, products, and processes, and coordinate with sales and SEI Private Trust Company to support client activities.

The role emphasizes high-quality service, confidentiality, and adherence to financial regulations.

Qualifications

• BS/BA in Accounting or Finance preferred.
• Minimum 2 years related work experience preferred.
• Knowledge of financial and/or investment services preferred.
• Strong dedication to quality customer service.
• Excellent verbal and written communication skills.
• Knowledge of Excel and Word for Windows.
• Able to work 10:30 am-7:00 pm.

Responsibilities

• Heavy interaction with internal and external clients by phone, email and in person.
• Cultivate and maintain close client relationships through proactive service.
• Educate clients on best practices to use Middle Office products and services.
• Interpret monetary requests to determine the correct action.
• Determine the best course of action when a request is not in good order.
• Understand IRS retirement account processing rules for IRAs and Qualified Plans.
• Identify Advisor-related processing issues for accurate service.

Skills

Excellent verbal and written comms

Client service

Microsoft Excel

Microsoft Word

Education

BS/BA in Accounting or Finance

Tools

Excel

Word for Windows

Job description

SEI is seeking an entry-level Middle Office Regional Consultant to provide exceptional administrative support to RIAs, Banks, Money Managers and the SEI Wealth Network. You will handle account and operational requests, learn SEI Funds, products, and processes, and coordinate with sales and SEI Private Trust Company to support client activities.

The role emphasizes high-quality service, confidentiality, and adherence to financial regulations.