Client Services Specialist - Banking

• Client Services Specialist - Banking
• Company: SEI
• Job Location: Hyderabad, Telangana, India
• Employment Type: Full-time
• Experience Required: 50+ years
• Position Description

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 position is primarily operational and analytical which involves exception processing, collaborating with Clients, Aggregators and Custodians to allow the client to include non-custodial accounts in a holistic approach within the US Private Banking Business.

• Key Responsibilities
• Coordinating communication with external and internal partners to ensure consistent, efficient, and ongoing support of the client
• General project management skills
• Work with SPTC (CA, C&Rs, etc) and Tech Support for any corrections, postings, and issues you might have
• Set up custodians per client request (work with Evare and tech Support)
• Work with PMO and client during PAS implementations
• Responsible for Trust300 and SWP Moxy Reconciliation (working on outsourcing to India/NTT)
• Moxy reconciliation on SWP Live weekends
• Required Qualifications
• BA/BS degree preferably in Accounting, Finance, or business-related field; or the equivalent in education and work experience
• Ability to be flexible and adapt to role and organizational changes
• Strong Root Cause Analysis Skills
• Ability to examine and maintain policies and procedures
• SEIs 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, hybrid working environment and a work-life balance that enables you to relax, recharge and be there for the people you care about.

Our benefits include Medical Insurance, Term Life Insurance, Voluntary Provident Fund, 10 Predefined Holidays and 2 Floating Holidays in a year, Paid Time off and more.

We are a technology and asset management company delivering on our promise of building brave futuresfor our clients, our communities, and ourselves. After 50 years in business, SEI is 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. We offer our employees paid parental leave, paid volunteer days, professional development assistance and access to thriving employee networks.

SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals personal and professional lives. .