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Senior Client Analyst – Middle Office & Wealth Services
Job in
Oaks, Montgomery County, Pennsylvania, 19456, USA
Listed on 2026-08-28
Listing for:
SEI
Full Time
position Listed on 2026-08-28
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
SEI is seeking a Middle Office Regional Consultant in Oaks, PA to provide high-quality back-office and client support for RIAs, banks, and wealth clients. You will manage inquiries, educate clients on best practices, and ensure compliant processing within SEI guidelines.
Responsibilities include maintaining client relationships, handling monetary requests, and participating in process improvement projects. Requires 2+ years of related experience and strong communication skills.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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