Operations Analyst - Advisor Solutions
SEI (18 days ago)
About this role
The Middle Office Operations Analyst role involves supporting high-net-worth clients by processing and managing their accounts and transactions, with a focus on exceptional service within investment management and financial services. The position requires developing a comprehensive understanding of the industry’s rules and processes, collaborating with teams, and ensuring high-quality client support.
Required Skills
- Client Service
- Account Management
- Trade Processing
- Financial Analysis
- Microsoft Office
- Compliance
- Mutual Funds
- Securities
- Data Entry
- Customer Support
About SEI
seic.comSEI 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.
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