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Operations Analyst - C & R

SEI Investments

Corrections And Reversals AnalystThe Corrections and Reversals Analyst works in SEI Private Trust Company, a wholly owned subsidiary of SEI. This role requires a self-motivated, goal oriented individual with the ability to manage multiple tasks in a time sensitive delivery schedule. The Corrections and Reversals team is responsible for managing all client and internal requests to correct transactions on the SEI Wealth Platform.What you will do:Basic processing and/or service activities specific to team functionReviewing, analyzing, and entering client information and transactions into multiple systemsSetting up securities, general account level maintenance, and some level of client contact.Respond to client inquiries in a timely, accurate and professional manner.Working on special projects as needed.Perform research & analysis of root cause conditions.Implement solutions as assigned.Interact effectively with multiple operational processing teams.Maintaining the highest level of confidentiality, quality and privacy.Manage a time-sensitive delivery schedule.Proactively recommend innovations and modifications which are in compliance with industry requirements and are consistent with corporate objectives and goals to improve operational processes, systems, policies and procedures.Preparing and processing error-free transactions accurately and in a timely manner, according to client instructions and according to SEI procedureMake decisions involving issues that may impact company financials, and making recommendations based upon interpreting policies, procedures, and regulations.Other duties as assignedWhat we need from you:Undergraduate degree and/or equivalent work experience required. Preference in: Accounting, Finance or Business related field.Knowledge of Microsoft Office products including Word, Excel, Access and Outlook.What we would like from you:The ability to demonstrate effective communication skills to clients, service partners, and internal teams both in written and verbal communication.Effectively coordinate, manage and complete multiple duties and assignments concurrently and within acceptable timelines.Provide excellent customer service to both our internal and external clients and servicepartners, responding timely and professionally to client inquiries as well as handle problemsMust be able and willing to work effectively independently, as well as in a team, in an open floor environmentMust be detail orientedSomeone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information.For this position, SEI is not hiring individuals who require sponsorship for employment or continued employment now or anytime in the future.SEI's competitive advantage:To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about.We are a technology and asset management company delivering on our promise of building brave futures (SM)—for our clients, our communities, and ourselves. Come build your brave future at SEI.SEI is an Equal Opportunity Employer and so much more… SEI Investments

Vacancy posted 1 day ago
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