The Portfolio Management Service Team Professional position at SEI requires an experienced individual to support clients with portfolio management products, ensuring superior customer service and efficient project management in the US Private Banking sector. The role emphasizes strong relationship management, technical proficiency, and the ability to handle multiple tasks under pressure
Job Summary
The Portfolio Management Service Team is a highly-coveted group of quick-thinking, problem solving individuals within SEI that set a high bar of superior customer service and project management within the US Private Banking Business.
SEI offers a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, and a hybrid working environment for most roles.
SEI is a leading global provider of investment processing, investment management, and investment operations solutions, delivering on its promise of building brave futures for its clients, communities, and employees.
Matching Summary
Match Score: 85
The Portfolio Management Service Team Professional position at SEI requires an experienced individual to support clients with portfolio management products, ensuring superior customer service and efficient project management in the US Private Banking sector. The role emphasizes strong relationship management, technical proficiency, and the ability to handle multiple tasks under pressure.
Skills & Requirements
Must-have
Portfolio Management Products support
Client troubleshooting
Trading and reporting resolution
Procedure training and documentation
External and internal partner coordination
Nice-to-have
Strong relationship management
Adapt to organizational changes
Work well under pressure
Flexible and adaptable
Patience
Key Requirements
Minimum 5+ years financial industry experience
Portfolio management trading and workflows knowledge