Implementation Specialist, Family Office Services

SEI is seeking an Implementation Specialist. Our primary goal is to provide exceptional service, by planning and executing onboarding projects, for SEI Family Office Services’ technology solutions. As a Specialist on our Implementation team, you will act as a key member of the project management team to onboard and train new clients on our proprietary investment accounting platform. This position may be eligible to be performed in a hybrid fashion according to SEI's in office policies.What you will do:Gain a detailed understanding of the client’s accounting and investment operations, and work with client and internal teams to set up the proprietary Archway Platform software, according to the requirements of the outsourced operations services.Interpret client inquiries, related to attributes of product functionality, then effectively identify and communicate solutions within the Archway Platform, in a timely manner.Correspond with external clients, while converting their data into the Archway Platform, which may include client site visits, as well as videoconference, voice calls and email.Provide training and support to internal teams and clients, as they begin to actively use the Archway Platform for their data aggregation, reconciliation, and reporting operations.Perform periodic system testing and analysis, which includes inputting and monitoring tickets for bug fixes and system enhancements.Work closely with other groups within SEI Family Office Services, such as Client Relations, Product Design, and Product Development to communicate client needs and requirements. Collaboration is a critical part of this role.What we need from you:BA / BS in Accounting, Finance, Economics, Business, or equivalent work experience. For recent graduates, a GPA of 3.0 on a 4.0 scale is required.A fundamental understanding of accounting principles and investment terminology.Intermediate skills in Microsoft Excel.The ability to comprehend and document business processes and workflows.The drive to monitor multiple client deliverables, without sacrificing quality or timeliness.Strong customer service skills, including written and verbal professional communication.What we would like from you:Internship and/or prior industry experience preferred.Investment product knowledge preferred.Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun.Benefits: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, 21+ days paid time off/year pro-rated, paid parental leave, discounted stock purchase plan, and investment options.Unit Overview:SEI Family Office Services (FOS) is a division of SEI focused on delivering technology and technology-enabled services to family offices, including seven of the top 15 wealthiest American families and financial institutions serving ultra-high-net-worth families.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, a hybrid working environment for most roles, support for working parents and flexible Paid Time Off (PTO).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.SEI is an Equal Opportunity Employer.

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