*Hybrid Opportunity* Client Relations Business Analyst, Family Office Serivces

Position Description:

The Family Office Services (FOS) unit at SEI is seeking a Specialist (Business Analyst) for the Client Relations Team, which is responsible for day-to-day, first line product and client support for SEI's Archway Platform and Archway Client Portal. The team also maintains all Zendesk documentation related to the Archway Platform, plans and presents at annual IMMERSION User Conference events, drafts and publishes quarterly software release notes, and liaises with internal and external stakeholders, on software updates and new functionality. The ideal candidate must have an interest in accounting or finance and technology, be a strong writer and strong self-starter, balance competing priorities, and possess a desire to work in a fast-paced environment.

What you'll do:

Serve as a primary point of contact for SaaS client support, empowerment, and engagement. Cultivate insight and understanding of the clients' needs, to identify and communicate solutions, and deliver sustained customer satisfaction. Document client requests in the Archway Platform product support queue, and follow up to ensure requests are satisfied accurately and timely, and in alignment with best practices and team standards.

Communicate with appropriate internal teams or client teams, and initiate clear and concise software development tickets, as necessary, to resolve and/or escalate open questions, production issues, or system support queries.

Contribute to the documentation of processes and procedures and best practices relating to the Archway Platform, including maintenance of the existing body of knowledge in Zendesk, and creating/publishing new content on an ongoing basis, in alignment with the software release cycle.

Contribute to software release notes for all go-forward major and minor software releases for the Archway Platform. Collaborate with internal and external stakeholders about current and forthcoming software features and functionality, serving as a subject matter expert and providing client-informed guidance.

Share observations and recommendations about content to be included in IMMERSION User Conferences.

Attend and participate in various IMS and corporate professional development sessions, to acquire the tools to identify, execute, and improve upon 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:

Bachelor's degree in general business, or related, field required; accounting, finance, or technology major/specialization preferred. For recent graduates minimum GPA of 3.0 on 4.0 scale required.

Advanced skills with Microsoft Office applications, and familiarity with accounting principles and finance terminology required.

Minimum of 2 years' experience in the financial services industry, in a client-focused SaaS setting, preferred.

Experience with customer service and the Zendesk application preferred.

Strong analytical and problem-solving skills, rigorous attention to detail, and concise written and verbal communication skills.

Ability to work both collaboratively and independently, and to adapt to and prioritize changing projects, tasks and timelines.

Highly self-motivated and able to work under pressure. Able to take ownership of a task and see it through from inception to completion

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.