Operations Analyst, Implementations (12 month fixed term contract)

SEI creates and provides innovative, comprehensive solutions for creating and managing wealth. We are a leading global provider of institutional and private client wealth management solutions. This includes asset management, investment processing and investment operations. The SEI Wealth Platform (SWP) is an outsourcing solution used by wealth managers. Our technology enables wealth managers to effectively capitalise on their strategic objectives by providing infrastructure, operations and administrative support.

What you will do:

• Ensure a high standard of service is provided at all times in order to maximise the client experience.
• Play a key role in the resolution of complex client queries.
• Manage through to effective resolution all client technical support requests.
• Specialise in SEI Wealth Platform functions to provide timely updates & resolution to client queries.
• Become the client facing subject matter expert for given operational processes, technical solutions and new service offerings.
• Participate in PSI/Agile releases with respect to client targeted/impacting developments.
• Ensure day to day team responsibilities are completed accurately and in a timely manner.
• Participate in the team’s metrics, reporting and capacity calculations to drive effective MI reporting.
• Act as liaison between various SIEL departments (Operations, Technical/Application Support, Service Delivery Managers, amongst others) and the client on daily business critical issues.
• Ensure timely responses to client raised queries and provide effective resolution of issues/facilitation of service within the established service standards.
• Escalate issues with potential client impact/detriment to the Service Delivery team, Technical Client Service Manager and Senior Client Service management as warranted.
• Participate, as applicable, in Relationship Management meetings with clients in person and over the telephone.
• Travel to meet with clients when required.
• Build and maintain a working knowledge of SWP functionality and other internal technical solutions.
• Participate in SEI initiatives where appropriate.
• Continuously strive to identify and input into process improvements.

What we need from you:

• Ideally degree educated (or equivalent) with experience within financial services.
• Private banking, mutual funds and investment advisory is preferred as is industry knowledge of private banking, asset management and investment processing.
• Good project management, organizational and PC skills.
• Process-oriented with strong attention to detail.
• Ability to handle multiple tasks and projects with tight delivery schedules.
• Effective written and verbal communication skills.

What we would like from you:

• Responsiveness, accountability and adaptability.
• Professionalism and leadership.
• Critical thinking and problem-solving skills.
• Self-motivated and willing to learn.
• Supports a healthy team environment.
• Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun.

SEI’s competitive advantage: To help you stay energised, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, strong pension plan, tuition reimbursement, hybrid working environment, and a work-life balance that enables you to relax, recharge and be there for the people you care about.

We are focused on ensuring a healthy work-life balance and offer our employees benefits, which include private medical care for you and your family, access to GPs online for appointments, enhanced family leave, volunteer days, access to thriving employee networks and not forgetting free fruit.