Operations Analyst: Financial Services & Client Operations

142 SEI Custodial Operations Co; Oaks (PA); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Healthcare

401(k) match

Education assistance

Commuter benefits

Paid holidays

PTO

Parental leave

Volunteer days

Job summary

SEI Private Trust Company, a wholly owned subsidiary of SEI, seeks a Corrections and Reversals Analyst to manage time-sensitive tasks with accuracy and confidentiality. You will review client information, enter transactions, and support general account maintenance across multiple systems while maintaining high service standards and compliance with policies.

The role emphasizes analytical thinking, attention to detail, and collaboration with processing teams.

Qualifications

• Undergraduate degree 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

• Review, analyze, and enter client information and transactions into multiple systems.
• Set up securities and general account level maintenance; some client contact.
• Respond to client inquiries in a timely, accurate and professional manner.
• Support special projects and research root causes to implement solutions.
• Interact with multiple operational processing teams while maintaining confidentiality.

Skills

Communication skills

Time management

Customer service

Teamwork

Education

Undergraduate degree or equivalent work experience

Tools

Microsoft Office

Excel

Word

Access

Outlook

Job description

SEI Private Trust Company, a wholly owned subsidiary of SEI, seeks a Corrections and Reversals Analyst to manage time-sensitive tasks with accuracy and confidentiality. You will review client information, enter transactions, and support general account maintenance across multiple systems while maintaining high service standards and compliance with policies.

The role emphasizes analytical thinking, attention to detail, and collaboration with processing teams.