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Controls Analyst
SEI | |
United States, Pennsylvania, Oaks | |
1 Freedom Valley Drive (Show on map) | |
November 07, 2022 | |
The Middle Office Team supports Registered Investment Advisors (RIAs), Banks, Money Managers and the SEI Wealth Network by providing exceptional administrative services to high-net-worth clients. Middle Office Regional Consultants must have a strong client oriented approach and should possess an understanding of the mutual fund and securities business and have a strong willingness to learn the investment management operations business. Middle Office Regional Consultants are dedicated to providing the absolute highest level of service, back office support, and personal account management to clients within the Advisor, Enterprise and Wealth channels. SEI is seeking individuals with the superior client service skills necessary to meet client expectations and support our goal of 100% client satisfaction.
As part of the quality control team you will have a direct impact on SEI Private Trust Company operations by ensuring exceptional transaction quality for our clients. The team is responsible for checking the work of the Middle Office Regional Teams which support the Advisor Network. Quality control administrators must have a client-oriented approach and will need to work closely with members of the Middle Office Regional Service Teams and other SEI Private Trust Company teams to coordinate client investment activities. They should possess an understanding of the mutual fund and securities business and have a strong willingness to learn the investment management operations business. Career progression could range from Operations team leader, to service and/or sales positions, product development roles, project management of new technology initiatives, as well as additional SEI Private Trust Company opportunities.
What you'll do:
What you bring to the table:
SEI is an Equal Opportunity Employer and so much more... After 50years in business, SEI is a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our Oaks, PA office encompasses an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we're (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks. SEI is an equal opportunity / affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law |