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Preferred Service Analyst
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Full-time
- JOB DESCRIPTION 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 have a strong client-oriented approach and should possess an understanding of the mutual fund and securities business and have a strong willingness to learn the investment management operations business.
- Middle Office Regional Consultants are dedicated to providing the absolute highest level of service, back-office support, and personal account management to clients within the Advisor, Enterprise and Wealth channels.
- Develop an in-depth understanding of the IRS retirement account processing rules as they relates to IRA’s and Qualified Plans.
- Develop a deep understanding of the current compliance related rules that govern the Financial Services Industry including but not limited to Anti-Money Laundering (AML), Late Day Trading, Privacy Act and the US Patriot Act. Display the ability to apply these rules through the course of completing a client request for serviceParticipate in departmental projects to improve the current processes and/or systems.
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