Transfer Operations Analyst - Client-Focused & Detail-Driven

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

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.