Senior Client Analyst - Middle Office & Wealth Services
SEI Investments
SEI is seeking a Middle Office Regional Consultant in Oaks, PA to provide high-quality back-office and client support for RIAs, banks, and wealth clients. You will manage inquiries, educate clients on best practices, and ensure compliant processing within SEI guidelines. Responsibilities include maintaining client relationships, handling monetary requests, and participating in process improvement projects. Requires 2+ years of related experience and strong communication skills. #J-18808-Ljbffr SEI
$85k - $115k
Right Executive Search, LLC is helping a Wayne, PA wealth management firm find a Senior Client Service Associate. The role supports advisors serving high-net... .... The position offers a hybrid schedule (3 days in office) with a compensation range of $85,000-$115,000 DOE plus...Work at officeSenior- ...Middle Office Regional Consultant The Middle Office Team supports Registered Investment Advisors... ...RIAs), Banks, Money Managers and the SEI Wealth Network by providing exceptional administrative services to high-net-worth clients. Middle Office Regional Consultants must...Work at officeWork experience placementFlexible hours
$75k - $115k
Job Description Senior Client Service Associate - Wayne, PA Hybrid (3 days in office) Wealth Management Base salary range: $75,000 - $115,000 DOE plus bonus About the Role Our client is a growing wealth management firm based in Wayne, PA seeking a skilled Senior Client...Work at officeSenior$85k - $115k
Wayne, PA | Hybrid (3 Days in Office) Wealth Management / RIA Compensation Requirements: $85,000... ...DOE plus bonus About the Opportunity Our client is a growing wealth management firm seeking an experienced Senior Client Service Associate to support a team of advisors...Work at officeSeniorFull time$75k - $115k
NPAworldwide is seeking a Senior Client Service Associate for our Wayne, PA location in a hybrid role (3 days in office). You will support advisors serving high-net-worth individuals and businesses with onboarding, account administration, and financial planning tasks. Base...Work at officeSenior- ...Business Analyst III SEI delivers technology and investment... ...connect the financial services industry. With... ...business. We work with our clients to tackle the whole of... ...From the front to back office, our technology... ...end-to-end platforms for wealth and investment management...Work at officeSeniorFlexible hours
- ...demands of our growing client base. Here, you’ll... ...and private wealth investors around the... ...operating in offices throughout North America... ...Pacific and the Middle East, and have $1.... ...Lane is seeking a Senior Analyst to join our Treasury... ...of benefits and services to help navigate through...Work at officeSeniorWork experience placement
- State Street is seeking an AVP, Client Service and Operations Support for the Managed Account Servicing group in Berwyn, PA. This role supports outsourced servicing for institutional asset and wealth managers, focusing on growth, scale, and efficiency in the US market....Senior
$140k - $160k
Sr. Manager, Client Service Overview Sr. Manager, Client Service Location... ..., Retirement Plan Services, Wealth Services, and Human Capital... ...support long-term success. As a Senior Manager, Client Service , you... ...Proficiency with Microsoft Office and agency management systems...Work at officeSeniorLocal areaRemote work$81.9k - $139.7k
...the leading provider of professional services to the middle market globally, our purpose is to instill... ...in a world of change, empowering our clients and people to realize their full... ...owners may perform work from home, an office, a client site, or other relevant business...Work at officeSeniorFull timeWork experience placementInternshipLocal areaWork from home$80k - $140k
Who We Are Looking For The AVP, Client Service and Operations Support for the Managed Account... ...capabilities aimed at institutional asset and wealth managers who provide managed accounts... ...investment operations outsourcing (middle office) business. This role represents an...Work at officeTemporary workFlexible hours- ...’s innovative Shared Single-Family Office ® model provides unparalleled service to wealthy families and other family... ...challenges that come with wealth. We understand multigenerational family... ...FUNCTION: Participate as a member of a client segment group to support Relationship...Work at office
- ...Wealth Analyst Join a team that values your ambition and empowers your... ...teams that advise high-net worth clients in all areas of their... ...role in providing exceptional service that requires good communication... ...physical capabilities to work in an office environment, which may...Work at officePermanent employmentTemporary workFlexible hours
- Overview Wealth Analysts are members of wealth management teams that advise high‑net‑worth clients in all areas of their financial lives. They play... ...in providing exceptional service that requires good... ...Physical Requirements Work in an office environment, with prolonged...Work at officePermanent employmentTemporary workFlexible hours
$72k - $141k
...leads the development and execution of claim service strategies while managing underwriting... ...accounts, requiring a high level of client engagement to maintain competitiveness and... ...quality work products.Knowledge of Microsoft Office Suite and other business-related software...Work at officeSeniorFull timeWork experience placement- Corient Services LLC, based in Wayne, Pennsylvania, is seeking a Wealth Analyst to join their wealth management team. This role involves advising high-net-worth clients in all areas of financial planning and requires excellent communication and collaboration skills. The...
- ...guidance? Vanguard is seeking Wealth Advisors and Senior Wealth Advisors to join our... ...our Ultra High Net Worth clients achieve their unique... ...giving, and corporate trust services. They also manage trusts, both... ...working model. We are in the office Tuesday-Thursday and work remotely...Work at officeSeniorFull timeLocal areaRemote workRelocationMonday to Friday
- ...Middle Office Operations Analyst The Middle Office Team supports Registered Investment Advisors (RIAs... ..., Banks, Money Managers and the SEI Wealth Network by providing exceptional administrative services to high-net-worth clients. This position is responsible for providing...Work at officeWork experience placementFlexible hours
- Corient is seeking Wealth Analysts to join its wealth management teams serving high‑net‑worth clients. You will assist with financial projections, investment analyses, and client service, while developing communication, technical, and relational skills. The role emphasizes...
- The Middle Office Team supports Registered Investment Advisors (RIAs... ...Managers and the SEI Wealth Network by providing exceptional administrative services to high-net-worth clients. This position is responsible... ...Middle Office Operations Analysts are dedicated to providing...Work at officeWork experience placement
- Business Analyst III - Investment Manager Services Division Support existing clients, operational service teams, and new business development, delivering standard and customized solutions. Responsibilities Lead new business onboarding including estimation, approach/design...Senior
- About the Role SEI’s Investment Manager Services Division (IMS) is growing rapidly and needs a Business Analyst III on its Client Enablement team focused on Public Markets clients. The analyst will support existing clients, operational service teams, and new business development...Senior
$109.6k - $191.7k
...Senior Risk Consultant Provides loss control support for Property... ...) and provides consulting services/training. Prepares risk assessment... ...controls Microsoft Office knowledge Word, Excel, PowerPoint... ...workspace, empowered to deliver top client service across all our lines...Work at officeSeniorFor contractorsFlexible hours- ...Analyst of Private Wealth Operations Join Hamilton Lane, a global... ...demands of our growing client base. Here, you'll... ...teams across Europe, Middle East, Asia Pacific, North... .../set up and ongoing servicing requirements of new... ...~ Strong Microsoft Office is required; advanced...Work at office
- ...Solutions (MAS) team is seeking an Analyst, Tax Overlay & Portfolio... ...of investment products and services used to support SEI’s multi‑manager... ...On a daily basis identify client accounts for rebalancing and... ...meetings. Work with the middle‑office teams to implement client‑specific...Work at officeFlexible hours3 days per week
- A leading technology services firm in Exton, Pennsylvania is seeking a Corporate HR Specialist... ...to service and repair a wide range of office equipment at customer sites. The ideal candidate... ...equipment and maintaining positive client relationships. Experience in this area...Work at officeSenior
- ...ophthalmic environments has an exciting opportunity for a Senior Interior Designer. This position focuses on managing client accounts, creating design options, and... ...particularly in AutoCAD. The role offers a casual office environment with benefits including medical coverage...Work at officeSeniorCasual work
- ...families create and manage wealth. The series Trust Risk... ...and review of client liquidity classifications... ...reporting within a financial services environment Ability to... ...audit, operations, and senior stakeholders to provide... ...to move around the office and from building to building...Work at officeFlexible hours
- Senior Specialist, Production Services Application Support Analyst - Berwyn, PA At BNY, we are a leading global financial services company at the heart of the global... ...breakthrough technologies to collaborate with clients, driving transformative solutions. If you thrive...SeniorWork experience placementFlexible hours
$86.8k
...Skanska, we don’t just build bridges. Or office buildings. Or data centers. We make a... ...to do it together with us. The Senior Compensation Analyst at Skanska USA, supports the... ...Resources (“Skanska HR”) provides HR services to the Skanska business units within...Work at officeSeniorSecond jobLocal area
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