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Operations Analyst I, Client Services at SEI - ApplyBlast

Operations Analyst I, Client Services

SEI

4 days ago

3.3 on Glassdoor

Oaks, Pennsylvania, United States

Hybrid

Full Time

Junior

0 applicants

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About this role

The Operations Analyst I, Client Services role at SEI supports the Investment Manager Services Division by collecting, organizing, and maintaining critical business data to drive sales, marketing, and client servicing efforts. This entry-level position involves validating contact information, building segmented contact lists, and serving as a client liaison to educate firms on SEI’s retirement services. The role requires collaboration with internal teams and strong communication skills to support strategic distribution and growth initiatives.

Responsibilities

Collect and organize retirement advisor and client contact information
Validate and clean contact records for Salesforce bulk uploads
Build segmented campaign-ready contact lists for distribution opportunities

Skills

Qualifications

BA / BS in Accounting, Finance, Economics, Marketing, or equivalent professional experience

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.