SEI Corrections and Reversals Analyst in Oaks, Pennsylvania

Position Description

As a member of the SEI Wealth Platform, US Operations, the Corrections and Reversals Analyst role requires a self-motivated, goal-oriented individual to work in a team environment, manage multiple tasks in a time-sensitive delivery schedule. The Corrections and Reversals team is responsible for correcting transactions on the SEI Wealth Platform for Internal and External clients as well as SPTC as whole.

  • Basic processing and/or service activities specific to team function

  • Reviewing, analyzing, and entering client information and transactions into multiple systems

  • Respond to client inquiries in a timely, accurate and professional manner.

  • Working on special projects as needed.

  • Perform research & analysis of root cause conditions.

  • Implement solutions as assigned.

  • Interact effectively with multiple operational processing teams.

  • Maintaining the highest level of confidentiality, quality and privacy.

  • Manage a time-sensitive delivery schedule.

  • Preparing and processing error-free transactions accurately and in a timely manner, according to client instructions.

  • Other duties as assigned

Core Competencies:

  • The ability to demonstrate effective communication skills to clients, service partners, and internal teams both in written and verbal communication.

  • Effectively coordinate, manage and complete multiple duties and assignments concurrently and within acceptable timelines.

  • Provide excellent customer service to both our internal and external clients and service partners, responding timely and professionally to client inquiries as well as handle problems

  • Must be able and willing to work effectively independently, as well as in a team, in an open floor environment

  • Must be detail oriented

Position Requirements

  • Undergraduate degree and/or equivalent work experience required. Preference in: Accounting, Finance or Business related field.

  • Knowledge of Microsoft Office products including Word, Excel, Access and Outlook.

Physical Demands and Work Environment: While performing the duties of this job, individual may be required to move around the office and from building to building. This may expose the individual to weather conditions outside.The individual has to be able to be stationary at a computer for extended periods of time and occasionally lift and/or move up to 20 pounds. Our office is an open environment. The individual must be able to successfully work in an open environment with a moderate noise level.

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.

Job ID #: P23278

Location: Oaks, PA

Position Category: Financial Services

Department: OPS GWP-US

Employment Type: Full-time

Education Required: Bachelors Degree

Experience Required: No experience required

Relocation Provided:

Travel Percentage: 0