Operations Analyst - C & R

SEI; Oaks (PA); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Healthcare benefits

401(k) match

Paid time off

Tuition reimbursement

Job summary

SEI is seeking a Corrections and Reversals Analyst to join the Private Trust Company team in Oaks, PA. The role focuses on processing client and internal requests to correct transactions on the SEI Wealth Platform, with emphasis on accuracy, confidentiality, and timely delivery.

You will review client information, enter data across systems, and maintain securities and account level settings. Strong communication and organizational skills are essential for success in this fast-paced environment.

Qualifications

• Undergraduate degree and/or equivalent work experience required; preference in Accounting, Finance or Business related field.
• Knowledge of Microsoft Office products including Word, Excel, Access and Outlook.

Responsibilities

• Process and basic service activities for the team function.
• Review and analyze client information and transactions in multiple systems.
• Set up securities and general account level maintenance; some client contact.
• Respond to client inquiries in a timely, accurate and professional manner.
• Work on special projects as needed; perform root cause analysis and implement solutions.

Skills

Communication skills

Time management

Customer service

Independent worker

Detail oriented

Education

Accounting/Finance/Business degree

Tools

Microsoft Office

Job description

The Corrections and Reversals Analyst works in SEI Private Trust Company, a wholly owned subsidiary of SEI. This role requires a self‑motivated, goal oriented individual with the ability to manage multiple tasks in a time sensitive delivery schedule. The Corrections and Reversals team is responsible for managing all client and internal requests to correct transactions on the SEI Wealth Platform.

What You Will Do

• Basic processing and/or service activities specific to team function
• Reviewing, analyzing, and entering client information and transactions into multiple systems
• Setting up securities, general account level maintenance, and some level of client contact.
• Respond to client inquiries in a timely, accurate and professional manner.
• Working on special projects as needed.
• Perform research & analysis of root cause conditions.
• Implement solutions as assigned.
• Interact effectively with multiple operational processing teams.
• Maintaining the highest level of confidentiality, quality and privacy.
• Manage a time-sensitive delivery schedule.
• Proactively recommend innovations and modifications which are in compliance with industry requirements and are consistent with corporate objectives and goals to improve operational processes, systems, policies and procedures.
• Preparing and processing error‑free transactions accurately and in a timely manner, according to client instructions and according to SEI procedure
• Make decisions involving issues that may impact company financials, and making recommendations based upon interpreting policies, procedures, and regulations.
• Other duties as assigned

What We Need From You

• Undergraduate degree and/or equivalent work experience required. Preference in: Accounting, Finance or Business related field.
• Knowledge of Microsoft Office products including Word, Excel, Access and Outlook.

What We Would Like From You

• The ability to demonstrate effective communication skills to clients, service partners, and internal teams both in written and verbal communication.
• Effectively coordinate, manage and complete multiple duties and assignments concurrently and within acceptable timelines.
• Provide excellent customer service to both our internal and external clients and servicepartners, responding timely and professionally to client inquiries as well as handle problems
• Must be able and willing to work effectively independently, as well as in a team, in an open floor environment
• Must be detail oriented
• 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/

For this position, SEI is not hiring individuals who require sponsorship for employment or continued employment now or anytime in the future.

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 / affirmative action 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.