Client Service Analyst

SEI Investments Company; Oaks (PA); On-site; USD 58,000 - 72,000; Full time

Benefits offered by this job

Healthcare benefits

401(k) matching

Tuition reimbursement

Paid time off

Parental leave

Job summary

SEI Investments Company is seeking an entry-level Middle Office Regional Consultant to support RIAs, Banks, Money Managers and the SEI Wealth Network. You will handle high-touch client interactions, provide back-office support, and ensure accurate processing of investment requests.

Responsibilities include educating clients on best practices, coordinating with sales and SEI Private Trust, and maintaining confidentiality while upholding AML and privacy guidelines. Training is provided.

Qualifications

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

Responsibilities

• Interact with internal and external clients via phone, email, and in person.
• Cultivate and maintain client relationships with proactive service.
• Educate clients on best practices for Middle Office products and services.
• Interpret monetary requests per IRS retirement account processing rules and guidance.
• Coordinate client investment activities with market unit sales staff and SEI Private Trust Company.
• Participate in departmental projects to improve processes and systems.

Skills

Client service

Communication skills

Multitasking

Problem solving

Attention to detail

Education

BS/BA in Accounting or Finance

Tools

Excel

Word

Job description

The Middle Office Team supports Registered Investment Advisors (RIAs), Banks, Money Managers and the SEI Wealth Network by providing exceptional administrative services to high-net-worth clients. Middle Office Regional Consultants must have a strong client-oriented approach and should possess an understanding of the mutual fund and securities business and have a strong willingness to learn the investment management operations business. Middle Office Regional Consultants are dedicated to providing the absolute highest level of service, back-office support, and personal account management to clients within the Advisor, Enterprise and Wealth channels.SEI is seeking individuals with the superior client service skills necessary to meet client expectations and support our goal of 100% client satisfaction. This position is responsible for providing account and operational management to clients within the Advisor Network through extensive daily support and interaction. This will involve acquiring a working knowledge of the investment management business, SEI Funds, products and processes necessary to effectively respond to all inquiries from investment advisors. Individuals must work with the market unit sales staff and SEI Private Trust Company to coordinate client investment activities.This is an entry level position, where full training and support will be provided.What you’ll do:Heavy interaction with internal and external clients, as well as teammates, on the telephone, email and in person in a professional and accurate mannerCultivate and maintain close client relationships through proactive measures and creative customer serviceEducate the client and assist them in implementing the best possible practices to more effectively use Middle Office products and services to meet their business needsInterpret monetary requests to determine the correct course of action. This requires an understanding of the high-net-worth client’s goals and objectives as well an understanding of SEI’s guidelines and procedures.Determine the best course of action when a request is deemed “not in good order”. In many cases this discretionary decision dictates SEI’s level of responsibility should a dispute arise related to the action taken.Develop an in-depth understanding of the IRS retirement account processing rules as they relates to IRA’s and Qualified Plans.Identify Advisor related processing issues to ensure accurate completion of the submitted request and provide value added servicing.Develop a deep understanding of the current compliance related rules that govern the Financial Services Industry including but not limited to Anti-Money Laundering (AML), Late Day Trading, Privacy Act and the US Patriot Act. Display the ability to apply these rules through the course of completing a client request for serviceParticipate in departmental projects to improve the current processes and/or systems.Maintain the highest level of confidentiality, quality and privacy.The hours for this role are 10:30am-7:00pm.What we need from you:BS/BA in Accounting or Finance preferredMinimum 2 years related work experience preferredKnowledge of financial and/or investment services preferredStrong dedication to quality customer serviceExcellent verbal and written communication skillsKnowledge of Excel and Word for WindowsAble to work 10:30 am-7:00 pmWhat we would like from you:Exceptional interpersonal skills/team playerAbility to handle multiple tasksAbility to work under pressureExcellent analytical and problem solving skillsAbility to work effectively and productively with othersEffectively coordinate, perform and complete multiple duties and assignments concurrently and in a timely mannerAbility to prioritize in a high-volume environmentExcellent organizational skills and attention to detailMust be a team player with an ability to work independently with minimal supervisionSomeone 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/SEI’s competitive advantage:To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about.Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401(k) match, education assistance, commuter benefits, up to 11 paid holidays/year, 16 days PTO/year pro-rated for new hires which increases over time, paid parental leave, back-up childcare arrangements, paid volunteer days, a discounted stock purchase plan, investment options, access to thriving employee networks and more.We are a technology and asset management company delivering on our promise of building brave futures (SM)—for our clients, our communities, and ourselves. Come build your brave future at SEI.The position title reflected in this job description is aligned with SEI's current internal job architecture. As part of SEI's role and career framework, internal job titles may not directly correspond to external market titles and may differ from titles previously assigned during an employee's tenure or at the time of hire.SEI is an Equal Opportunity Employer and so much more…After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we’re (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.SEI is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.AI Acceptable Use in the application and interview process:SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals’ personal and professional lives. If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please ensure you have reviewed and adhere to our AI use guidelines .