Operations Analyst - Advisor Solutions

Overview The Middle Office Team supports Registered Investment Advisors (RIAs), Banks, Money Managers and the SEI Wealth Network by providing exceptional administrative services to high‐net‐worth clients. The Middle Office Operations Analyst will provide back‐office support and personal account management within the Independent Advisor Solutions Network, ensuring high‐quality service and accurate operational management. Responsibilities Review, analyze, and enter client information and transactions into multiple systems to fulfill monetary and non‐monetary requests for high‐net‐worth client accounts. Interpret monetary requests to determine the correct course of action based on client goals and SEI's guidelines and procedures. Develop an in‐depth understanding of IRS retirement account processing rules for IRAs and Qualified Plans. Identify advisor‐related processing issues to ensure accurate completion of submitted requests and provide value‐added servicing. Develop a deep und...