Portfolio Aggregation Service Team Professional

Job Overview

Private Banking is seeking an enthusiastic, self‑motivated, goal‑oriented individual to join the Portfolio Aggregation Services Team. The team works with the SEI Wealth Platform and the SEI Trust 3000 Platform, handling exception processing, implementation and client interactions to include non‑custodial accounts in a holistic approach within the US Private Banking Business.

• Coordinate communication with external and internal partners to ensure consistent, efficient and ongoing support of the client.
• Incorporate workflows, procedures and outputs to better serve our clients.
• Prepare and process error‑free transactions accurately and in a timely manner, according to client instructions and SEI procedure.
• Review, analyze and enter client information and transactions into multiple systems.
• Respond to client inquiries in a timely, accurate and professional manner.
• Perform effectively independently and in a team environment.
• When required, train and mentor other team members.
• Become proficient in business application tools and general project management skills.
• Other duties as assigned.

• BA/BS degree preferably in Accounting, Finance or a business related field; or equivalent education and work experience.
• Ability to work well under pressure, perform multiple tasks and prioritize appropriately.
• Flexibility to adapt to role and organizational changes.
• Strong root‑cause analysis skills.
• Strong relationship management skills.
• Strong project‑oriented skills.
• Excellent communication and written skills – ability to deliver clear, concise messages to client and internal counterparts.
• Strong time‑management skills.
• Ability to examine and maintain policies and procedures.
• Detail‑oriented with effective listening skills.
• Willingness to work early hours.

SEI offers a comprehensive benefits package, including healthcare (medical, dental, vision, prescription), wellness, EAP, FSA, life and disability insurance (premiums paid for base coverage), 401(k) match, education assistance, commuter benefits, paid holidays, pro‑rated 21 days PTO, paid parental leave, back‑up childcare arrangements, paid volunteer days and more.

SEI is an equal‑opportunity 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.