Operations Analyst I, Client Services
USA - PA - Oaksonsitemid
Posted 5 days ago · via Workday
About this role
The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new entry-level members on the Retirement Services Team. Our primary goal is to provide reliable advisor and client intelligence that supports strategic distribution and growth initiatives across SEI's retirement business. As an operations analyst, you will partner with internal teams to collect, organize, and maintain critical business data that drives sales, marketing, onboarding, relationship management, and client servicing efforts. What you will do: Collect and organize retirement advisor, consultant, recordkeeper, asset manager, and client contact information from approved internal and external sources.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
For this role: segment, teams, salesforce, outreach
2
Level fit
This role is mid-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in USA - PA - Oaks. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
Skills in this role
Pulled from the job description. These are the keywords we'll weight when scoring your fit.
segmentteamssalesforceoutreach