Job Description:
When you step into SEI - anywhere in the world - you know you're not inside a traditional financial services company. We have no offices. Our open innovation spaces spur creativity, the provocative artwork inspires conversation, and the flexible work-life balance drives personal and professional growth. We are a place to inspire your work, build your voice,and grow your community. We're different. And we're proud of it.
The SEI Wealth Platform has a challenging career opportunity for a Triage Analyst. This position requires a foundation of business knowledge in the financial services industry, and the ability to work in an Agile team environment. You should be adaptable, possess experience in Wealth Management, and demonstrate the ability to understand financial services business requirements.
What you'll do:
Work and track financial issues reported by our SEI client base through ServiceNow
Act as a liaison between Client Service and development teams
Ensure all work is up to date in ServiceNow
Communicate issues to team lead and keep them posted on daily items
Troubleshoot reported issues
What you bring to the table:
- Bachelor'sdegree from an accredited college or university, and/or equivalentrelevant experience.
- Aminimum of 3 years of experience in business domain or background inBusiness analysis.
- Aminimum of 2 years of experience with SWP is required.
- Knowledgeof Cash processing is a plus.
- Knowledgeof Fee's component a plus.
- Workingknowledge of SQL.
- Workingknowledge of MS office suite of products.
Attributes we value:
- Self-motivated with an ability to prioritize multiple tasks and possesses with the ability to quickly deal with change
- Ability to work effectively under little supervision as well as in a team environment
- Effective collaboration, communication, negotiation, and conflict resolution skills
- Organizational skills including an ability to coordinate multiple plans with concurrent deliverables and resource needs
- Ability to think creatively and seek optimum solutions
- The ability to be adaptable, and Innovative with high attention to detail
- Problem solving skills. Diagnostic skills with the ability to analyze technical, business, and financial issues and options
- Ability to infer from previous examples, willingness to understand how an application is put together
SEI is an Equal Opportunity Employer and so much more...
After 50 years in business, SEI is 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'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.