Sei Investments Company
Portfolio Aggregation Service Team Professional
Oaks, Pennsylvania, United States of America
Sponsorship not specifiedDetected 100 days ago
AccountingProblem Solving
About the role
- Private Banking is seeking an enthusiastic, self-motivated, goal-oriented individual to join the Portfolio Aggregation Services Team.
- The Team is a group of quick-thinking, problem-solving individuals within SEI that set a high bar of superior customer service.
- The position involves exception processing, implementation and working with Clients, Aggregators and Custodians to allow the client to include non-custodial accounts in a holistic approach within the US Private Banking Business.
Responsibilities
- Come build your brave future at SEI.
- Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce.
- We are a technology and asset management company delivering on our promise of building brave futures (SM)-for our clients, our communities, and ourselves.
- At SEI, we're committed to fostering an inclusive workplace where everyone has the same opportunities to grow, develop, and succeed.
Requirements
- BA/BS degree preferably in Accounting, Finance or business related field
Benefits
- We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.
Company info
- At SEI, we're (literally) invested in your success.
- We are global provider of technology, operations, and asset management services for the financial services industry.
Equal opportunity
- SEI is an Equal Opportunity Employer and so much more… After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions.
- Equal Opportunity Employer and so much more… After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions.
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