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Portfolio Management Aggregation Service

Now in its 50th year of business, SEI (NASDAQ:SEIC) is a leading global provider of investment processing, investment management, and investment operations solutions that help corporations, financial institutions, financial advisors, and ultra-high-net-worth families create and manage wealth. As of December 31, 2017, through its subsidiaries and partnerships in which the company has a significant interest, SEI manages, advises or administers $861 billion in hedge, private equity, mutual fund and pooled or separately managed assets, including $337 billion in assets under management and $518 billion in client assets under administration.
Position Description
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.
The ideal individual will be responsible for
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
Position Requirements
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
Physical Demands and Work Environment
While performing the duties of this job, the work environment may require an individual to move around the office and from building to building which may expose the individual to weather conditions outside. The individual has to be able to sit or be stationary at a computer and use computers for extended periods of time and occasionally lift and/or move up to 20 pounds. The noise level in the environment is moderate and the individual must be able to communicate and exchange information with people in person and over the telephone and email.
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.



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