Coordinating communication with external and internal partners to ensure consistent, efficient and ongoing support of the client
Incorporating workflows, procedures and outputs to better serve our clients
Preparing and processing error-free transactions accurately and in a timely manner, according to client instructions and according to SEI procedure
Reviewing, analyzing, and entering client information and transactions into multiple systems
Respond to client inquiries in a timely, accurate and professional manner
Perform effectively independently, as well as in a team environment
Where required, train and mentor other team members
Become proficient in business application tools
General project management skills
Other duties as assigned
What we would like from you:
BA/BS degree preferably in Accounting, Finance or business related field; or the equivalent in education and work experience
Ability to work well under pressure, perform multiple tasks and prioritize appropriately
Ability to be flexible and adapt to role and organizational changes
Strong Root Cause Analysis Skills
Strong relationship management skills
Strong project oriented skills
Excellent communication and written skills - Ability to deliver clear concise messages to client and internal counterparts
Strong time management skills
Ability to examine and maintain policies and procedures
Must be detail oriented and have effective listening skills
Ability to work early hours
SEI's competitive advantage:
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.
SEI is an Equal Opportunity Employer and so much more...
AI Acceptable Use in the application and interview process:
Benefits
Health insuranceDental insuranceVision insurance401(k)Paid time offFlexible scheduleEquity / stock optionsParental leave
Additional Information
Private Banking is seeking an enthusiastic, self-motivated, goal-oriented individual to join the Portfolio Aggregation Services Team. The Team is a group of quick-thinking, problem-solving individuals within SEI that set a high bar of superior customer service. The team is a leveraged team working with both the SEI Wealth Platform and the SEI Trust 3000 Platform. The position involves exception processing, implementation and working with Clients, Aggregators and Custodians to allow the client to include non-custodial accounts in a holistic approach within the US Private Banking Business.
Seic · Usa, PA