Preferred Service Analyst at SEI

Oaks, Pennsylvania, United States

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Not SpecifiedCompensation

Entry Level & New Grad, Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Investment Management, Wealth ManagementIndustries

Requirements

BS/BA in Accounting or Finance preferred
Minimum 2 years related work experience preferred
Knowledge of financial and/or investment services preferred
Strong dedication to quality customer service
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, requiring an understanding of the high-net-worth client’s goals and objectives as well as SEI’s guidelines and procedures
Determine the best course of action when a request is deemed “not in good order”
Develop an in-depth understanding of the IRS retirement account processing rules as they relate to IRAs and Qualified Plans
Identify Advisor related processing issues to ensure accurate completion of the submitted request and provide value added servicing
Develop a deep understanding of the current compliance related rules that govern the Financial Services Industry including but not limited to Anti-Money Laundering (AML), Late Day Trading, Privacy Act and the US Patriot Act, and apply these rules through the course of completing a client request for service
Participate in departmental projects to improve the current processes and/or systems
Maintain the highest level of confidentiality, quality and privacy

Skills

client service

account management

investment management

mutual funds

securities

customer relationship management

operational support

telephone communication

email communication

financial products

SEI

Business and technology management consulting firm

About SEI

SEI provides consulting services focused on business and technology management. The firm works with clients to implement customized solutions and manage critical projects, particularly in sectors like healthcare. SEI's consultants collaborate closely with clients to tackle urgent and complex challenges, ensuring that each solution is specifically designed to meet the client's needs. Unlike many competitors, SEI is employee-owned, which fosters a strong commitment to client success and service quality. The company's goal is to enhance organizational performance through effective technology use and strategic planning, while also expanding its presence in various locations, including a new office in Charlotte.

Cincinnati, OhioHeadquarters

1992Year Founded

$705.3KTotal Funding

EARLY_VCCompany Stage

Consulting, Enterprise SoftwareIndustries

501-1,000Employees

Benefits

Flexible Work Hours

Remote Work Options

Risks

Increased competition from AI-adopting firms challenges SEI's market position.

Economic uncertainties may reduce budgets for consulting services, impacting SEI's revenue.

Rapid technological changes require continuous adaptation, straining SEI's resources.

Differentiation

SEI is employee-owned, enhancing commitment and service quality.

SEI offers tailored solutions, ensuring client-specific business and technology strategies.

SEI has a strong presence in multiple locations, including a new Charlotte office.

Upsides

SEI benefits from increased demand for digital transformation consulting post-pandemic.

Growing interest in employee-owned models boosts SEI's employee engagement and retention.

SEI's partnership with Canoe enhances its alternative investment data management capabilities.

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