Operations Analyst - Advisor Solutions

SEI (1 month ago)

HybridFull TimeMedior$88,849 - $118,322 (estimated)Operations

About this role

A Middle Office Operations Analyst at SEI provides administrative and operational support to Registered Investment Advisors, banks, money managers and the SEI Wealth Network focused on high-net-worth client accounts. The role delivers account and transaction management within the Independent Advisor Solutions Network, learns investment management products and processes, and coordinates client activities with service teams and the SEI Private Trust Company. The position emphasizes client-oriented service and operational accuracy.

View Original Listing

Required Skills

Client Service
Account Management
Transaction Processing
IRA Rules
Compliance
AML
Excel
Communication
Problem Solving
Attention To Detail

+3 more

Qualifications

Undergraduate Degree
Accounting, Finance or Business (preferred)

About SEI

seic.com

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.

View more jobs at SEI →