Operations Analyst I, Client Services

What the role needs

• Collect and organize retirement advisor, consultant, recordkeeper, asset manager, and client contact information from approved internal and external sources.
• Validate firm affiliations, job titles, email addresses, geographic coverage, and areas of specialization; identify duplicates and incomplete records.
• Clean and standardize contact records and prepare datasets in accordance with Salesforce bulk-upload templates and required field standards.
• Build segmented, campaign-ready contact lists supporting CIT awareness, new fund launches, product education, advisor outreach, and distribution opportunities.
• Partner with National Accounts, Marketing, Onboarding/Investor Servicing, Relationship Management, and other teams to confirm campaign criteria, audiences, and priorities.
• Research retirement firms and industry participants and organize advisor intelligence by region, market segment, consultant practice, specialization, and strategic opportunity.
• Serve as a client liaison with identified firms to educate them on SEI’s retirement services business, developing and maintain product catalogues and service as client support contact for large national teams.
• BA / BS in Accounting, Finance, Economics, Marketing, or equivalent professional experience.
• Intermediate skills in Microsoft Excel.
• The self-motivation, organization and drive to complete multiple client deliverables in a timely manner without sacrificing excellence or quality.
• Strong written and verbal communication skills as you will primarily support your clients through email and/or phone calls.
• Strong customer service skills as you will be communicating daily with your clients and other service providers.

From the employer

The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new entry-level members on the Retirement Services Team. Our primary goal is to provide reliable advisor and client intelligence that supports strategic distribution and growth initiatives across SEI s retirement business. As an operations analyst, you will partner with internal teams to collect, organize, and maintain critical business data that drives sales, marketing, onboarding, relationship management, and client servicing efforts. What you will do: Collect and organize retirement advisor, consultant, recordkeeper, asset manager, and client contact information from approved internal and external sources. Validate firm affiliations, job titles, email addresses, geographic coverage, and areas of specialization; identify duplicates and incomplete records. Clean and standardize contact records and prepare datasets in accordance with Salesforce bulk-upload templates and required field standards. Build segmented, campaign-ready contact lists supporting CIT awareness, new fund launches, product education, advisor outreach, and distribution opportunities. Partner with National Accounts, Marketing, Onboarding/Investor Servicing, Relationship Management, and other teams to confirm campaign criteria, audiences, and priorities. Research retirement firms and industry participants and organize advisor intelligence by region, market segment, consultant practice, specialization, and strategic opportunity. Serve as a client liaison with identified firms to educate them on SEI’s retirement services business, developing and maintain product catalogues and service as client support contact for large national teams. We want you to succeed and look for future solutions! Through attending and participating in various IMS and corporate professional development sessions, you will acquire the tools to identify processes across the division and organization. You will have the opportunity to partner with a diverse team and grow your career. What we need from you: BA / BS in Accounting, Finance, Economics, Marketing, or equivalent professional experience. Internship experience preferred. Intermediate skills in Microsoft Excel. The self-motivation, organization and drive to complete multiple client deliverables in a timely manner without sacrificing excellence or quality. Strong written and verbal communication skills as you will primarily support your clients through email and/or phone calls. Strong customer service skills as you will be communicating daily with your clients and other service providers. What we would like from you: A drive to broaden one’s knowledge of the financial services industry by learning new concepts and systems and taking the initiative to apply it to daily work assignments. Collaboration with internal and external stakeholders. As the needs of our clients change, we need to be flexible to change with them. Positivity and collegial approach in assisting both colleagues and clients and the ability to work in team environment. Curiosity, critical thinking and attention to detail: Whether it’s to identify a solution to a problem or possibly help implement a more efficient process or procedure, your skills have a place in our business. 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/ SEI’s competitive advantage: To help you stay energized, engaged and inspired, we offer a wide range of benefits including a comprehensive care for your physical and mental well-being, strong retirement plan, tuition reimbursement, hybrid working environment, support for working parents and Flexible Time Off (FTO) 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), 401k match, tuition reimbursement, commuter benefits, 11 paid holidays/year, 16 days paid time off/year pro-rated, paid parental leave, discounted stock purchase plan, and investment options. We are a technology and asset management company delivering on our promise of building brave futures 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 Oaks, PA office encompasses 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 are (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. For this position, SEI is not hiring individuals who require sponsorship for employment or continued employment now or anytime in the future. 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, 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, 16 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. The position title reflected in this job description is aligned with SEI s current internal job architecture. As part of SEI s role and career framework, internal job titles may not directly correspond to external market titles and may differ from titles previously assigned during an employee s tenure or at the time of hire. 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. AI Acceptable Use in the application and interview process: SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals’ personal and professional lives. If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please ensure you have reviewed and adhere to our AI use guidelines .