Hybrid Operations Analyst I — Client Services

SEI Corporation; Pennsylvania; On-site; USD 52,000 - 70,000; Full time

Benefits offered by this job

Hybrid working environment

Healthcare benefits

401k match

Paid time off

Job summary

SEI is seeking an Operations Analyst I in Oaks, PA to support the Retirement Services Team. You will collect and organize advisor and client data, validate records, and prepare datasets for Salesforce uploads, enabling targeted campaigns and improved client servicing.

You will collaborate with cross-functional teams, maintain data quality, and learn to drive process improvements within SEI's operations. A BA/BS and internship experience are preferred, with strong Excel skills and client

Qualifications

• BA/BS in Accounting, Finance, Economics, Marketing, or equivalent professional experience.
• Internship experience preferred.
• Intermediate skills in Microsoft Excel.
• Strong written and verbal communication skills as you will primarily support your clients through email and/or phone calls.
• Strong customer service skills as you will be communicating daily with your clients and other service providers.

Responsibilities

• Collect and organize retirement advisor, consultant, recordkeeper, asset manager, and client contact information from approved internal and external sources.
• Validate firm affiliations, job titles, email addresses, geographic coverage, and areas of specialization; identify duplicates and incomplete records.
• Clean and standardize contact records and prepare datasets in accordance with Salesforce bulk-upload templates and required field standards.
• Build segmented, campaign-ready contact lists supporting CIT awareness, new fund launches, product education, advisor outreach, and distribution opportunities.
• Partner with National Accounts, Marketing, Onboarding/Investor Servicing, Relationship Management, and other teams to confirm campaign criteria, audiences, and priorities.
• Research retirement firms and industry participants and organize advisor intelligence by region, market segment, consultant practice, specialization, and strategic opportunity.
• Serve as a client liaison with identified firms to educate them on SEI’s retirement services business, developing and maintain product catalogues and service as client support contact for large national teams.

Skills

Self-motivation

Organization

Written communication

Verbal communication

Customer service

Education

BA/BS in Accounting, Finance, Economics, Marketing, or equivalent

Tools

Microsoft Excel

Job description

SEI is seeking an Operations Analyst I in Oaks, PA to support the Retirement Services Team. You will collect and organize advisor and client data, validate records, and prepare datasets for Salesforce uploads, enabling targeted campaigns and improved client servicing.

You will collaborate with cross-functional teams, maintain data quality, and learn to drive process improvements within SEI's operations. A BA/BS and internship experience are preferred, with strong Excel skills and client