What are the responsibilities and job description for the Implementation Specialist, Family Office Services position at SEI1GLOBAL?
SEI is seeking an Implementation Specialist. Our primary goal is to provide exceptional service, by planning and executing onboarding projects, for SEI Family Office Services’ technology solutions. As a Specialist on our Implementation team, you will act as a key member of the project management team to onboard and train new clients on our proprietary investment accounting platform. This position may be eligible to be performed in a hybrid fashion according to SEI's in office policies
What you will do:
Gain a detailed understanding of the client’s accounting and investment operations, and work with client and internal teams to set up the proprietary Archway Platform software, according to the requirements of the outsourced operations services.
Interpret client inquiries, related to attributes of product functionality, then effectively identify and communicate solutions within the Archway Platform, in a timely manner.
Correspond with external clients, while converting their data into the Archway Platform, which may include client site visits, as well as videoconference, voice calls and email.
Provide training and support to internal teams and clients, as they begin to actively use the Archway Platform for their data aggregation, reconciliation, and reporting operations.
Perform periodic system testing and analysis, which includes inputting and monitoring tickets for bug fixes and system enhancements.
Work closely with other groups within SEI Family Office Services, such as Client Relations, Product Design, and Product Development to communicate client needs and requirements. Collaboration is a critical part of this role.
What we need from you:
BA / BS in Accounting, Finance, Economics, Business, or equivalent work experience. For recent graduates, a GPA of 3.0 on a 4.0 scale is required.
A fundamental understanding of accounting principles and investment terminology.
Intermediate skills in Microsoft Excel.
The ability to comprehend and document business processes and workflows.
The drive to monitor multiple client deliverables, without sacrificing quality or timeliness.
Strong customer service skills, including written and verbal professional communication.
What we would like from you:
Internship and/or prior industry experience preferred.
Investment product knowledge preferred.
Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information. https://www.seic.com/
Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401k match, tuition reimbursement, commuter benefits, 11 paid holidays/year, 21 days paid time off/year pro-rated, paid parental leave, discounted stock purchase plan, and investment options.
Unit Overview:
SEI Family Office Services (FOS) is a division of SEI focused on delivering technology and technology-enabled services to family offices, including seven of the top 15 wealthiest American families and financial institutions serving ultra-high-net-worth families. The Family Office Services division is part of SEI’s Global Wealth Management Services business, comprised of market-leading, innovative solutions designed to support the future growth of investment and wealth managers globally.
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, 21 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.
SEI is an Equal Opportunity Employer and so much more…
After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we’re (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.
SEI is an equal opportunity / affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.
What you will do:
Gain a detailed understanding of the client’s accounting and investment operations, and work with client and internal teams to set up the proprietary Archway Platform software, according to the requirements of the outsourced operations services.
Interpret client inquiries, related to attributes of product functionality, then effectively identify and communicate solutions within the Archway Platform, in a timely manner.
Correspond with external clients, while converting their data into the Archway Platform, which may include client site visits, as well as videoconference, voice calls and email.
Provide training and support to internal teams and clients, as they begin to actively use the Archway Platform for their data aggregation, reconciliation, and reporting operations.
Perform periodic system testing and analysis, which includes inputting and monitoring tickets for bug fixes and system enhancements.
Work closely with other groups within SEI Family Office Services, such as Client Relations, Product Design, and Product Development to communicate client needs and requirements. Collaboration is a critical part of this role.
What we need from you:
BA / BS in Accounting, Finance, Economics, Business, or equivalent work experience. For recent graduates, a GPA of 3.0 on a 4.0 scale is required.
A fundamental understanding of accounting principles and investment terminology.
Intermediate skills in Microsoft Excel.
The ability to comprehend and document business processes and workflows.
The drive to monitor multiple client deliverables, without sacrificing quality or timeliness.
Strong customer service skills, including written and verbal professional communication.
What we would like from you:
Internship and/or prior industry experience preferred.
Investment product knowledge preferred.
Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information. https://www.seic.com/
Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401k match, tuition reimbursement, commuter benefits, 11 paid holidays/year, 21 days paid time off/year pro-rated, paid parental leave, discounted stock purchase plan, and investment options.
Unit Overview:
SEI Family Office Services (FOS) is a division of SEI focused on delivering technology and technology-enabled services to family offices, including seven of the top 15 wealthiest American families and financial institutions serving ultra-high-net-worth families. The Family Office Services division is part of SEI’s Global Wealth Management Services business, comprised of market-leading, innovative solutions designed to support the future growth of investment and wealth managers globally.
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, 21 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.
SEI is an Equal Opportunity Employer and so much more…
After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we’re (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.
SEI is an equal opportunity / affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.
