Operations Analyst - Client-Focused Operations & Data
181 SEI Global Services, Inc.
SEI Global Services, Inc. is seeking a detail-oriented professional to support daily domestic and global trade settlement activities. You will focus on operational execution, perform basic processing, and respond to client inquiries with professionalism, while maintaining confidentiality and data quality. Candidates should have an undergraduate degree or equivalent, prefer accounting/finance/business background, and be proficient with Microsoft Office. #J-18808-Ljbffr 181 SEI Global Services, Inc.
- ...role offers training and support, with a primary focus on delivering exceptional customer service and administration for clients’ hedge and private equity funds.... ...equity funds, ensuring due diligence and accurate data/documents at the time of subscription. Input all...DataWork experience placementInternship
- ...seeking new members on our Centralized Operations team. The entry-level Operations Analyst provides technical and function... ..., as well as externally with clients and service providers.What you’ll... ...security master setups and asset data maintenance resolving daily exceptions...DataFull timeInternshipFlexible hours
- ...administration servicing for our clients’ assigned hedge and private... ...to ensure all accurate data points and documentation is received... .... As an Investor Services Analyst, you are required to comply with... ...management, and investment operations solutions. Reflecting our...DataFull timeFlexible hours
- SolomonEdwards is seeking an entry level Financial Operations Analyst to join a fast-growing investment management firm. The role provides hands-on experience supporting high-net-worth clients in an operational finance capacity, with a hybrid schedule three days on-site...SuggestedInternship
$60.6k - $86.2k
...work Programs is an Operations Unit within AXA XL that... ...operations, focusing on the operational backbone... ...an Operations Business Analyst, you'll be the essential... ...resources Maintain data integrity by verifying... ...empowered to deliver top client service across all our...DataPermanent employmentFull timeWork at officeRemote workMonday to FridayFlexible hours- ...a new member for its Centralized Operations team. The entry‑level Operations Analyst will provide technical and functional... ..., operations, development, clients, and service providers. Key Responsibilities... ...security master setups and asset data maintenance, resolving daily...DataInternship
- ...exceptional customer service and administration servicing for our clients’ assigned hedge and private equity funds. Responsibilities... ...and private equity funds, ensuring due diligence and all required data documentation are received in a timely manner. Input all relevant...DataPermanent employmentWork experience placementInternship
- ...Purpose The Sales Operations Analyst is responsible for providing analytics, preparation, and presentation... ...operational decision-making. Deliver strategic, data-driven insights to executive and sales leadership teams focusing on business trends, sales performance, and...DataWork at officeWeekend workWeekday work
- ...SEI seeks a motivated individual in Oaks, Pennsylvania, to assist with security master setups and asset data maintenance, ensuring smooth trading operations. Responsibilities include resolving daily exceptions, supporting automated trade processes, and acting as a record...DataFlexible hours
- ...TBA pair-off settlement Basic processing and/or service activities specific to team functions Primary focus is on day-to-day operational execution Respond to client inquiries in a timely, accurate and professional manner Maintaining the highest level of confidentiality...Work experience placementWork at officeFlexible hours
- ...optimization, and innovation partnerships.Ensures supplier and contract data is submitted or entered into management systems and databases.... ...a mission.To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients...DataFull timeContract workWork experience placement
- ...investors to support homeownership. We are focused on managing risk and dedicated to... ...insurance industry. Title : Sales Operations Analyst Location: Radnor, PA (fully in-office... ...sales team and goals. Collects data, analyzes, and reports information...DataFull timeWork at office
$17.2 - $23.37 per hour
...and responds to management and client requests via emails, phone... ...verbal communication. Strong focus on providing good customer service... ...signatures. Responsible for operating shipping/receiving equipment,... ...responding to customer requests, data entry, and maintaining...DataHourly payFull timeCasual workWork at officeLocal area$17.2 - $23.37 per hour
...and responds to management and client requests via emails, phone... ...messages and verbal. - Strong focus on providing good customer service... ...signatures. - Responsible for operating shipping/receiving equipment,... ...responding to customer requests, data entry, and maintaining...DataHourly payFull timeCasual workWork at officeLocal area$22 per hour
Financial Operations Analyst (Entry Level) - Local candidates only Financial Operations Analyst (... ...SolomonEdwards is seeking a driven, articulate, and client-oriented individual to join a dynamic... ...to us, and we never sell your data to third parties. Personal information...DataFull timeContract workInterim roleInternshipWork at officeLocal areaImmediate startRemote work$22 per hour
...services firm offering financial, operational, and technology consulting... ...help us deliver exceptional client service. For more information... ...level Financial Operations Analyst to join a fast-growing investment... ...us, and we never sell your data to third parties. Personal...DataHourly payInternshipWork at officeLocal area3 days per week- ...technical strategy (& implementation) for Client Experience data products (both client feedback survey... ..., analytics, reporting, engineering, operations, SQL management, etc.). Builds (&... ...and ongoing partnerships with other analysts to continuously enhance all of the above...DataFull time
- ...is to provide exceptional administration servicing for our clients’ assigned collateral management funds. This is an entry level... ...position, where training and support will be provided. As an operations analyst, you will act as an intermediary between accounting,...Full timeBank staffInternshipWork at officeFlexible hours
- SolomonEdwardsGroup, LLC in King of Prussia, PA, is seeking a Part-time Operations Analyst for a fast-growing investment management firm in a hybrid role. This entry-level position supports high-net-worth clients in operational finance and offers hands-on experience with daily...Part time
- ...is seeking an entry-level Middle Office Operations Analyst in Oaks, PA to provide account and operational management for high-net-worth clients within the Advisor and Wealth channels.... ..., products, and procedures. This role focuses on high-quality service, confidentiality...Work at office
$26.23 - $38.7 per hour
...Client Support Liaison (CSL) We are seeking a detail-oriented and client-focused Client Support Liaison (CSL) to join our Core Tax team. In this role... ...of tax work, and support internal operations such as billing, reporting, and data management. As a Senior Client...DataWork at office- Rosenberg & Parker in Wayne, PA, is looking for a Surety Analyst to join their Bond Operations team. This role involves managing clients' surety bond needs, providing exceptional customer service, and ensuring meticulous administrative task completion. The ideal candidate...
- ...Sales & Customer Service Coordinator Our client is a U.S. manufacturer of bearings and... ...Support ERP implementation through testing, data review, issue identification, and... ...functional teams to support customers and operations. Communicate workload concerns proactively...DataWork at office
$55k - $90k
...Friday 9am-5pm Overview: As a Client Service Manager, you will... ...experience and supporting the operational success of our firm. This dynamic... ...is detail-oriented, client-focused, and thrives in a fast-paced,... ...on outstanding paperwork and data work requests promptly. Monitors...DataFull timeWork at officeMonday to Friday$56.25k - $68.25k
Summary: The Client Support Specialist (CSS) collaborates with the... ...role, the Specialist focuses on improving the overall health... ...Pulls key reports, metrics, and data and analyzes to promote program... ...working in a client support and/or operations role with direct client...Data2 days per week- ...'s Investment Manager Services Division (IMS) is seeking an Operations Analyst for the Institutional Transfer Agency Team. You will assist... ...investor reporting and adherence to standards. You will engage clients professionally, process trades with accuracy by set cut-offs...
- SEI Investments Global Fund Services seeks an Operations Analyst for the Institutional Transfer Agency Team within the Investment Manager Services... ..., and ensure adherence to standards. You will engage clients, process trades, maintain shareholder accounts, and perform...
- 181 SEI Global Services, Inc. is seeking an Operations Analyst for its Separately Managed Accounts team in Oaks, Pennsylvania. The role focuses on providing exceptional investment support and managing account operations. Qualifications include a BA/BS in a relevant field...Flexible hours
- ...technologies to collaborate with clients, driving transformative... ...of Senior Specialist, Client Operations, to join our Client Service team... ...tools for your life’s journey. Focus on your health, foster your personal... .... BNY assesses market data to ensure a competitive compensation...DataWork experience placementWorldwideFlexible hours
- ...Client Processing Representative Wealth Services At BNY, our culture allows... ...-enabled tools and automation; use data and reporting to drive operational improvements; support audit,... ...deadline-driven environment. ~ Client-focused mindset with sound judgment and risk...DataWork at officeWorldwideFlexible hours
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