Review, analyze, and process client information and transactions using advanced systems such as the SEI Wealth Platform, Salesforce, On. Base Unity and others. Interpret monetary requests, understand client goals, and apply SEI’s guidelines to deliver tailored solutions. Ensure every client request is completed with the highest quality, confidentiality, and attention to detail. Spot errors, identify trends, and recommend smart solutions to enhance our processes. Work closely with advisors, reach out for more information when needed, and contribute to projects that shape our future. Monitor work queues, adjust resources, and complete all items by internal and external cutoff times. Learn new functions, participate in departmental projects, and grow your expertise. What we would like from you:B. S/ B. A. in Business, Accounting or Finance preferred. Strong dedication to quality customer service. Familiarity with the mutual fund industry. Excellent analytical and problem-solving skills. Strong interpersonal and communications skills. Ability to prioritize in a high-volume environment. Ability to grasp complex concepts, multi-task and be detail oriented. Excellent organizational skills and ability to prioritize in a high-volume environment. Must be a team player with an ability to work independently with minimal supervision. Knowledge of Microsoft Word and Excel. Someone 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, a hybrid working environment for most roles, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about. Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401(k) match, education assistance, commuter benefits, up to 11 paid holidays/year, 16 days PTO/year pro-rated for new hires which increases over time, paid parental leave, back-up childcare arrangements, paid volunteer days, a discounted stock purchase plan, investment options, access to thriving employee networks and more. 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.