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Statement Production Analyst II

The Statement Production Team is responsible for supporting the life cycle of SEI's graphical statements and other client information delivery across market units and clients for both the Trust 3000 platform and the Global Wealth Platform. Individuals require a specialized set of skills to work a wide range of tasks including product development initiatives, product installation, production support, application support, and client service. Individuals must be able to quickly assimilate and analyze both technical and business issues, communicate clearly, and follow through on open items until a resolution is reached. This position frequently acts a liaison between development, solutions, service, operations, vendors, and production support.
Position Description:
Frequent complex processing activities and specialized client activities
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.
Working on special projects as needed.
Perform research & analysis of root cause conditions.
Implement solutions as assigned.
Interact effectively with multiple operational processing teams.
Maintaining the highest level of confidentiality, quality and privacy.
Manage a time-sensitive delivery schedule.
Regular and reliable attendance in accordance with position, business and/or client needs.
Fulfill Management, SLA, and KPI reporting requirements
Statement configuration maintenance, including logos and custom messages
Client service and solution support, including analysis and exception management
Other duties as assigned
Core Competencies:
Demonstrate effective communication skills to clients, service partners, and internal teams both in written and verbal communication.
Effectively coordinate, manage and complete multiple duties and assignments concurrently and within acceptable timelines.
Ability to analyze processes and suggest process improvements as well as assist in documenting procedures
Ability to solve complex problems
Able to train new team members on basic functions of role
Provide excellent customer service to both our internal and external clients and service partners, responding timely and professionally to client inquiries
Must be able and willing to work effectively independently, as well as in a team, in an open floor environment
Must be knowledgeable in all areas of Microsoft Office including Word, Excel, Access and Outlook
Other duties as assigned
Position Requirements
Undergraduate degree and/or equivalent work experience required. Preference in: Accounting, Finance or Business related field.
Minimum of 1 year industry experience; Operations Analyst experience strongly preferred.
Physical Demands and Work Environment: While performing the duties of this job, individual may be required to move around the office and from building to building. This may expose the individual to weather conditions outside. The individual has to be able to be stationary at a computer for extended periods of time and occasionally lift and/or move up to 20 pounds. Our office is an open environment. The individual must be able to successfully work in an open environment with a moderate noise level.
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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