Client Services Specialist

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 team is a leveraged team working with both the SEI Wealth Platform and the SEI Trust 3000 Platform.

What you'll do

• Coordinating communication with external and internal partners to ensure consistent, efficient, and ongoing support of the client
• 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

What you need

• Root cause analysis
• Communication
• Customer service
• Reconciliation
• B.Sc or BA or B.Com or BBA