Senior Client Analyst – Middle Office & Wealth Services

SEI; Oaks (PA); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Healthcare benefits

401(k) match

Paid time off (PTO)

Parental leave

Job summary

SEI is seeking a Middle Office Regional Consultant in Oaks, PA to provide high-quality back-office and client support for RIAs, banks, and wealth clients. You will manage inquiries, educate clients on best practices, and ensure compliant processing within SEI guidelines.

Responsibilities include maintaining client relationships, handling monetary requests, and participating in process improvement projects. Requires 2+ years of related experience and strong communication skills.

Qualifications

• BS/BA in Accounting or Finance preferred
• Minimum 2 years related work experience preferred
• Knowledge of financial and/or investment services preferred
• Excellent verbal and written communication skills
• Knowledge of Excel and Word for Windows
• Able to work 10:30 am-7:00 pm

Responsibilities

• Heavy interaction with internal and external clients, as well as teammates, on the telephone, email and in person in a professional and accurate manner
• Cultivate and maintain close client relationships through proactive measures and creative customer service
• Educate the client and assist them in implementing the best possible practices to more effectively use Middle Office products and services to meet their business needs
• Interpret monetary requests to determine the correct course of action in line with SEI guidelines
• Determine the best course of action when a request is deemed “not in good order” and consider SEI responsibilities in disputes

Skills

Client relations

Financial services knowledge

Communication skills

Excel

Education

BS/BA in Accounting or Finance

Tools

Word for Windows

Job description

SEI is seeking a Middle Office Regional Consultant in Oaks, PA to provide high-quality back-office and client support for RIAs, banks, and wealth clients. You will manage inquiries, educate clients on best practices, and ensure compliant processing within SEI guidelines.

Responsibilities include maintaining client relationships, handling monetary requests, and participating in process improvement projects. Requires 2+ years of related experience and strong communication skills.