{"id":3695978,"url":"https://alion.io/job/sei-client-services-specialist","title":"Client Services Specialist","company":{"id":704150,"name":"SEI","domain":"seic.com","url":"https://alion.io/company/sei-4","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":78,"open_postings":27,"ghost_share":0,"stale_share":0.889,"repost_share":0,"time_to_fill_p50_days":37,"computed_at":"2026-11-03T05:54:40Z"}},"role":"Customer Success","role_family":"Customer Success","seniority":null,"employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Hyderabad, India"],"countries":["IN"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-11-03T18:03:42Z","employer_posted_date":"2026-11-03","last_verified_at":"2026-11-04T00:25:28Z","board_verified":true,"closed_at":null,"days_open":0,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":0},"description":"Position Description\nPrivate Banking is seeking an enthusiastic, self-motivated, goal-oriented individual to join the Portfolio Aggregation Services Team. The Team is a group of quick-thinking, problem-solving individuals within SEI that set a high bar of superior customer service. The team is a leveraged team working with both the SEI Wealth Platform and the SEI Trust 3000 Platform. The position is primarily operational and analytical which involves exception processing, collaborating with Clients, Aggregators and Custodians to allow the client to include non-custodial accounts in a holistic approach within the US Private Banking Business.\n\nThe ideal individual will be r esponsible for:\nCoordinating communication with external and internal partners to ensure consistent, efficient, and ongoing support of the client\nIncorporating workflows, procedures, and outputs to better serve our clients\nPreparing and processing error-free transactions accurately and in a timely manner, according to client instructions and according to SEI procedure\nReviewing, analyzing, and entering client information and transactions into multiple systems\nRespond to client inquiries in a timely, accurate and professional manner\nPerform effectively independently, as well as in a team environment\nWhere required, train and mentor other team members\nBecome proficient in business application tools\nGeneral project management skills\nOther duties as assigned and specifically:\no Ensure all custodian files are received\no Monitor team and individual emails and CSM tickets\no Check unmatched Moxy table\no Cash for cash outages first, highest priority\no Research any outages and exceptions\no Provide correct reason code and detailed explanation/comment for all Exceptions\no Work with SPTC (CA, C&Rs, etc) and Tech Support for any corrections, postings, and issues you might have\no Take appropriate action within PAS UI when necessary (“push” trades to platform, etc)\no Set up custodians per client request (work with Evare and tech Support)\no Work with PMO and client during PAS implementations\no Responsible for a set of Clients and/or custodians (CIBC is by custodian due to volume)\no Responsible for Trust300 and SWP Moxy Reconciliation (working on outsourcing to India/NTT)\no Moxy reconciliation on SWP Live weekends\nPosition Requirements:\nBA/BS degree preferably in Accounting, Finance, or business-related field; or the equivalent in education and work experience\nAbility to work well under pressure, perform multiple tasks and prioritize appropriately\nAbility to be flexible and adapt to role and organizational changes\nStrong Root Cause Analysis Skills\nExcellent communication and written skills - Ability to deliver clear concise messages to clients and internal counterparts\nStrong time management skills\nAbility to examine and maintain policies and procedures\nMust be detail oriented and have effective listening skills\nAbility to work late hours\n margin-top:0in;\"> margin-top:0in;\">undefined\nSEI’s competitive advantage\nTo help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, hybrid working environment and a work-life balance that enables you to relax, recharge and be there for the people you care about.\nOur benefits include Medical Insurance, Term Life Insurance, Voluntary Provident Fund, 10 Predefined Holidays and 2 Floating Holidays in a year, Paid Time off and more.\nWe are a technology and asset management company delivering on our promise of building brave futures-for our clients, our communities, and ourselves. Come build your brave future at SEI.\nThe position title reflected in this job description is aligned with SEI's current internal job architecture. As part of SEI's role and career framework, internal job titles may not directly correspond to external market titles and may differ from titles previously assigned during an employee's tenure or at the time of hire.\nSEI is an Equal Opportunity Employer and so much more…\nAfter 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 offices encompass 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, paid volunteer days, professional development assistance and access to thriving employee networks.\nAI Acceptable Use in the application and interview process:\nSEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals’ personal and professional lives. If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please ensure you have reviewed and adhere to our AI use guidelines.","description_format":"text","description_chars":5105,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Health insurance","Hybrid work","Life insurance","Parental leave","Professional development"],"hiring_locations":[{"name":"India","iso":"IN","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Asset Management & Funds","Financial Software & Embedded Finance","Custody & Fund Administration"],"lifecycle":[{"event":"open","at":"2026-11-03T18:03:42Z"}],"visa":[],"liveness":{"score":86,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.86,"p_room":1,"age_days":0,"expected_fill_days":37,"reasons":["conf:2","win:early","comp:brand"],"computed_at":"2026-11-04T03:09:38Z"},"pay":null,"html_url":"https://alion.io/job/sei-client-services-specialist","json_url":"https://alion.io/job/sei-client-services-specialist.json","meta":{"generated_at":"2026-11-04T03:09:38Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":4872,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-05T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":704150},"rest":"https://alion.io/mcp/rest/get_company?id=704150"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fsei-client-services-specialist"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fsei-client-services-specialist"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fsei-client-services-specialist"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/sei-client-services-specialist\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fsei-client-services-specialist"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":3695978}},{"tool":"search_jobs","arguments":{"company":"seic.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":3695978},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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