Operations Analyst - Free Asset Movement

SEI; Upper Providence Township (PA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Healthcare benefits

401(k) match

Education assistance

Paid time off

Parental leave

Back-up childcare

Volunteer days

Stock purchase plan

Job summary

SEI is seeking a Free Asset Movement Analyst to join the team. The role focuses on timely, accurate handling of customer account transfers, inquiries, and documentation within SEI Private Trust Company infrastructure. Strong client service and confidentiality are essential.

Responsibilities include data entry across systems, evaluating transfer documents, and coordinating with contra-brokers and internal teams to ensure smooth processing. Undergraduate degree and MS Office skills preferred.

Qualifications

• Undergraduate degree or equivalent work experience required.
• Microsoft Office proficiency (Word, Excel, Outlook).

Responsibilities

• 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

Skills

Customer service

Communication

Time management

Teamwork

Education

Undergraduate degree

Tools

Microsoft Office

Job description

As 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.

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