Operations Analyst I, Client Services

About the Role

SEI's Investment Manager Services Division (IMS) is seeking entry-level members for the Retirement Services Team. The team's goal is to provide reliable advisor and client intelligence to support strategic distribution and growth initiatives within SEI's retirement business. As an Operations Analyst, you will collaborate with internal teams to collect, organize, and maintain critical business data for sales, marketing, onboarding, relationship management, and client servicing.

Key Responsibilities

• 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, preparing datasets for Salesforce bulk uploads according to required field standards.
• Build segmented, campaign-ready contact lists to support 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, organizing advisor intelligence by region, market segment, consultant practice, specialization, and strategic opportunity.
• Serve as a client liaison to educate firms on SEI’s retirement services business, develop and maintain product catalogues, and act as a client support contact for large national teams.
• Identify processes across the division and organization through professional development sessions.

Requirements & Tech Stack

• Intermediate skills in Microsoft Excel.
• Salesforce (implied through data upload templates).

Qualifications

• BA/BS in Accounting, Finance, Economics, Marketing, or equivalent professional experience.
• Internship experience preferred.
• Self-motivation, organization, and drive to complete multiple client deliverables in a timely manner with excellence and quality.
• Strong written and verbal communication skills for client support via email and phone.
• Strong customer service skills for daily communication with clients and other service providers.
• A drive to broaden knowledge of the financial services industry, learning new concepts and systems and applying them to daily work.
• Collaboration with internal and external stakeholders; flexibility to adapt to changing client needs.
• Positivity, collegiality, and the ability to work in a team environment.
• Curiosity, critical thinking, and attention to detail to identify solutions and implement efficient processes.
• Ability to embody SEI Values: courage, integrity, collaboration, inclusion, connection, and fun.