Operations Analyst - Free Asset Movement

SEI Corporation; Northern (KY); Hybrid; USD 60,000 - 75,000; Full time

Benefits offered by this job

Healthcare benefits

401(k) match

Paid time off

Job summary

SEI Corporation in Oaks, PA is seeking an Operations Analyst for the Free Asset Movement team. The role requires self-motivation, goal orientation, and ability to work in a team to transfer client accounts and manage time-sensitive tasks.

You will review client information, enter transactions across systems, maintain accounts, and handle client inquiries professionally, while upholding confidentiality and quality standards.

Qualifications

• Undergraduate degree and/or equivalent work experience required.
• Knowledge of Microsoft Office products including Word, Excel, Access and Outlook.

Responsibilities

• 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.
• Perform research & analysis of root cause conditions.
• Interact effectively with multiple operational processing teams.
• Maintaining the highest level of confidentiality, quality and privacy.
• Manage a time-sensitive delivery schedule.
• Receive and prioritize Account Transfer Documentation from clients.
• Perform comprehensive quality assurance check of Account Transfer Documentation.
• Reject unsatisfactory documentation back to clients with clear specifics.

Skills

Client service

Communication

Multitasking

Attention to detail

Teamwork

Education

Undergraduate degree or equivalent

Tools

Microsoft Word

Microsoft Excel

Microsoft Access

Microsoft Outlook

Job description

## Operations Analyst - Free Asset MovementApply: USA - PA - Oaks: Full time: Posted Today: R0038399As a member of the Free Asset Movement team, the Free Asset Movement Analyst role requires a self-motivated, goal-oriented individual to work in a team environment, manage multiple tasks in a time sensitive delivery schedule. The Free Asset Movement team is tasked with the satisfactory transfer of Customer Accounts to or from SEI Private Trust Company. The Free Asset Movement team’s core function is Incoming and Outgoing Transfers, Internal Account to Account Transfers and Cost Basis. SEI is seeking individuals with the superior client service skills necessary to meet client expectations and support our goal of 100% client satisfaction. **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.* Receive and prioritize Account Transfer Documentation and directives received from clients.* Perform comprehensive quality assurance check of Account Transfer Documentation.* Reject unsatisfactory documentation back to clients with clear and comprehensive specifics.* Ability to read and understand brokerage/investment statements to ensure that expected assets are pended to GWP accurately and timely.* Perform effective follow-up contact a point with contra-brokers to validate transfer paperwork has been received in good order, and that the requested transfers are proceeding successfully. Log call specifics to transfers tracking database in a comprehensive manner.* Heavy interaction with internal and external clients, as well as teammates, on the telephone, email and in person in a professional and accurate manner.* Regular and reliable attendance in accordance with position, business and/or client needs* 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 service partners, 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.