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Client Services Specialist at SEI - ApplyBlast

Client Services Specialist

SEI

23 hours ago

3.3 on Glassdoor

Hyderabad, Telangana, India

Hybrid

Full Time

Medior

0 applicants

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About this role

The Client Services Specialist role supports the Portfolio Aggregation Services Team within Private Banking, focusing on operational and analytical tasks to integrate non-custodial accounts into the US Private Banking Business. The position involves coordinating with clients, aggregators, and custodians to ensure efficient service delivery and accurate transaction processing. The role requires strong problem-solving skills, attention to detail, and the ability to work effectively in a team environment.

Responsibilities

Coordinate communication with external and internal partners to ensure consistent client support
Process error-free transactions and reconcile client information across multiple systems
Research and resolve outages, exceptions, and unmatched data while providing detailed explanations

Skills

About SEI

seic.com

Headquarters

Oaks, Pennsylvania, United States

Company Size

1001-5000 employees

Founded

1968

View Profile

SEI is a global provider of technology and investment solutions serving financial institutions, wealth managers, asset managers, corporations and affluent families. The firm offers outsourced investment management and administration, investment processing and operations, and integrated technology platforms for portfolio management, reporting and client servicing. By combining proprietary software, operational outsourcing and investment expertise, SEI helps clients scale, streamline operations, enhance reporting and manage risk and compliance. Clients choose SEI for its customizable, end-to-end solutions and industry experience across global markets.