Portfolio Aggregation Service Team Professional

Job description

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 team is a leveraged team working with both the SEI Wealth Platform and the SEI Trust 3000 Platform. 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. What you will do: Coordinating communication with external and internal partners to ensure consistent, efficient and ongoing support of the client Incorporating workflows, procedures and outputs to better serve our clients Preparing and processing error-free transactions accurately and in a timely manner, according to client instructions and according to SEI procedure Reviewing, analyzing, and entering client information and transactions into multiple systems Respond to client inquiries in a timely, accurate and professional manner Perform effectively independently, as well as in a team environment...