High-Net-Worth Client Services 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

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.