Client Service Analyst

SEI; Upper Providence Township (PA); Vor Ort; USD 40.000 - 60.000; Vollzeit

Benefits dieser Stelle

Healthcare

401(k) match

Tuition reimbursement

Commuter benefits

Paid holidays

PTO and parental leave

Back-up childcare

Volunteer days

Stock purchase plan

Employee networks

Zusammenfassung

SEI is seeking an entry level Middle Office Regional Consultant to support RIAs, Banks, Money Managers and the SEI Wealth Network. You will provide account and operational management, learn SEI Funds, products and processes, and coordinate client investment activities.

This role includes extensive client interaction and on-site training. Responsibilities include maintaining client relationships, educating clients on Middle Office products, and ensuring compliance with SEC/IRS guidelines.

Qualifikationen

• 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.

Aufgaben

• Heavy interaction with internal and external clients, as well as teammates, on the telephone, email and in person in a professional and accurate manner.
• Cultivate and maintain close client relationships through proactive measures and creative customer service.
• Educate the client and assist them in implementing best practices to use Middle Office products and services.
• Interpret monetary requests to determine the correct course of action.
• Determine the best course of action when a request is deemed “not in good order”.
• Develop an in-depth understanding of IRS retirement account processing rules for IRAs and Qualified Plans.
• Identify Advisor related processing issues to ensure accurate completion of requests.
• Develop understanding of current compliance rules (AML, Late Day Trading, Privacy Act, Patriot Act).
• Participate in departmental projects to improve processes/systems.
• Maintain highest level of confidentiality, quality and privacy.

Kenntnisse

Strong client service

Excellent verbal and written comms

Able to work 10:30 am-7:00 pm

Excel and Word for Windows

Exceptional interpersonal skills

Multitasking

Work under pressure

Analytical and problem solving

Team player

Independence with minimal supervision

Ausbildung

BS/BA in Accounting or Finance

Tools

Excel

Word for Windows

Jobbeschreibung

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 manner

• Cultivate and maintain close client relationships through proactive measures and creative customer service

• Educate the client and assist them in implementing the best possible practices to more effectively use Middle Office products and services to meet their business needs

• Interpret 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 service

• Participate 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 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

What we would like from you:

• Exceptional interpersonal skills/team player

• Ability to handle multiple tasks

• Ability to work under pressure

• Excellent analytical and problem solving skills

• Ability to work effectively and productively with others

• Effectively coordinate, perform and complete multiple duties and assignments concurrently and in a timely manner

• Ability to prioritize in a high-volume environment

• Excellent organizational skills and attention to detail

• Must be a team player with an ability to work independently with minimal supervision

• 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/

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.