SEI · 7 hours ago

Operations Analyst - Mutual Fund Trading

Oaks, PA

Full-time

Hybrid

Entry, Mid Level

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ConsultingFinancial Services

Insider Connection @SEI

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Responsibilities

Basic processing and/or service activities specific to team function

Reviewing, analyzing, and entering client information and transactions into multiple systems

Setting up securities, general account level maintenance, and some level of client contact

Responding to client inquiries in a timely, accurate, and professional manner

Working on special projects as needed

Performing research & analysis of root cause conditions

Implementing solutions as assigned

Interacting effectively with multiple operational processing teams

Maintaining the highest level of confidentiality, quality, and privacy

Managing a time-sensitive delivery schedule

Interfacing with Operating units and business units as required to provide awareness of processing problems

Submitting trading orders in the market on behalf of clients

Other duties as assigned

Qualification

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Microsoft OfficeWordExcelAccessOutlookCommunicationCustomer serviceProblem solvingTeamworkDetail orientedIntegrityCollaboration

Required

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.

Preferred

The ability to demonstrate effective communication skills with 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 service partners, responding timely and professionally to client inquiries as well as handle problems

Must be able and willing to work effectively independently, as well as in a team, in an open floor environment

Must be detail oriented

Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information. https://www.seic.com/