*Hybrid Opportunity* Implementation Specialist, Family Office Services

SEI Family Office Services (FOS) is seeking an Implementation Specialist to join our team. Our primary goal is to provide exceptional service, by planning and executing onboarding projects, for SEI Family Office Services' technology solutions. As a Specialist on our Implementation team, you will act as a key member of the project management team to onboard and train new clients on our proprietary investment accounting platform.

What you'll do:

Your skills in finance and business will be used as you gain a detailed understanding of the client's accounting and investment operations, and work with the client to set up the proprietary Archway Platform software, according to their needs, over the course of a multi-month implementation project.

As an integral member of the project team, you will be asked to interpret client inquiries related to specific attributes of product functionality and general accounting principles, then effectively identify and communicate solutions within the Archway Platform in a timely manner.

You will have the opportunity correspond with external clients while converting their data into the Archway Platform, which includes client site visits, as well as communication through conference calls and emails.

You are the subject matter expert! You will provide training and support to clients as they begin to actively use The Archway Platform for their accounting and reporting operations.

Collaboration is an important part of your role. You will work closely with other groups within SEI Family Office Services, such as Client Relations, Product Design, and Product Development to communicate client needs and requirements.

We are counting on you! You will have the opportunity to perform periodic system testing and analysis, which includes inputting and monitoring tickets for bug fixes and system enhancements.

We want you to succeed and look for future solutions! Through attending and participating in various IMS and corporate professional development sessions, you will acquire the tools to identify processes across the division and organization. You will have the opportunity to partner with a diverse team and grow your career.

This position may be eligible to be performed in a hybrid fashion.

What you bring to the table:

BA / BS in Accounting, Finance, Economics, Business, or equivalent work experience.

For recent graduates, a GPA of 3.0 on a 4.0 scale is required.

Internship and/or prior industry experience preferred.

Intermediate skills in Microsoft Excel.

Investment product knowledge preferred.

The self-motivation and drive to monitor multiple client deliverables without sacrificing excellence or quality.

The ability to comprehend and document business processes and workflows.

A fundamental understanding of accounting principles and investment terminology.

Strong written and verbal communication skills as you will primarily support your clients through email and/or phone calls.

Strong customer service skills as you will be communicating daily with internal clients and your clients.

Attributes we value:

A drive to broaden one's knowledge of the financial services industry by learning new concepts and systems and taking the initiative to apply it to daily work assignments.

Attention-to-detail to ensure that all deliverables consistently meet the highest standard of quality and accuracy

Collaboration with internal and external stakeholders. As the needs of our clients change, we need to be flexible to change with them.

Positivity and collegial approach in assisting both colleagues and clients and the ability to work in team environment.

Curiosity, critical thinking and an orientation toward continuous improvement. Whether it's to identify a solution to a problem or possibly help implement a more efficient process or procedure, your skills have a place in our business.

Unit Overview

SEI Family Office Services (FOS) is a division of SEI focused on delivering technology and technology-enabled services to family offices, including seven of the top 15 wealthiest American families and financial institutions serving ultra-high-net-worth families. The Family Office Services division is part of SEI's Global Wealth Management Services business, comprised of market-leading, innovative solutions designed to support the future growth of investment and wealth managers globally.

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.

Compensation & Benefits:

Salary commensurate with experience, estimated to start at $45,000 annualized. Exempt position, not overtime eligible.

Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401k match, tuition reimbursement, commuter benefits, 11 paid holidays/year, 21+ days paid time off/year pro-rated, 15 days paid parental leave, discounted stock purchase plan, and investment options.