This Jobsfunter Listing is about SEI in Oaks, PA 2022
About the job
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 Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Foreign Account Tax Compliance Act (FATCA) team. Our primary goal is to provide exceptional customer service and administration servicing for our clients’ assigned hedge and private equity funds.
What You’ll Do
› As the Specialist, you will be responsible for reviewing tax certification forms for completeness and appropriateness of the form completed. You will also validate accuracy against client-provided account information and tax treaty benefits claimed, and identify and resolve exceptions
› You will review tax certification forms for completeness and appropriateness of the form completed.
› You will validate accuracy against client-provided account information and tax treaty benefits claimed, and identify and resolve exceptions.
› You will identify and classify payees for FATCA and other tax reporting and withholding purposes.
› You will identify U.S. indicia in initial on-boarding documentation.
› You will monitor for change in circumstances and perform additional diligence, where necessary.
› You will be responsible for ensuring stakeholders are appropriately maintaining jurisdictional compliant demographic information.
› You will document internal decisions and client approval.
› You will assist in training new hires.
› You will serve as the main point of contact for the client and SEI Investor Services teams to assist with addressing unique client issues.
› We want you to succeed and look for future solutions! Through attending and participating in various IMS and corporate professional development sessions, you will acquire the tools to identify processes across the division and organization. You will have the opportunity to partner with a diverse team and grow your career.
What you bring to the table:
› BA / BS in Business, Accounting, Finance, Economics, Mathematics or equivalent professional experience.
› Minimum 2 Years Of FATCA Experience Preferred.
› Minimum 2 years relevant transfer agency or investor services experience.
› Tax background preferred.
› Ability to appropriately escalate exceptions requiring additional resource knowledge or special consideration.
› Ability to work under tight deadlines with limited supervision.
› The self-motivation, organization and drive to complete multiple client deliverables in a timely manner without sacrificing excellence or quality.
› Strong written and verbal communication skills as you will primarily support your clients through email and/or phone calls.
› Strong customer service skills as you will be communicating daily with your clients and other service providers.
Attributes We Value
› A drive to broaden one’s knowledge of the financial services industry by learning new concepts and systems and taking the initiative to apply it to daily work assignments.
› Attention-to-detail to ensure that all deliverables consistently meet the highest standard of quality and accuracy
› Collaboration with internal and external stakeholders. As the needs of our clients change, we need to be flexible to change with them.
› Positivity and collegial approach in assisting both colleagues and clients and the ability to work in team environment.
› Curiosity, critical thinking and attention to detail: Whether it’s to identify a solution to a problem or possibly help implement a more efficient process or procedure, your skills have a place in our business.
SEI is an Equal Opportunity Employer and so much more…
After 50years 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.
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.
Vacancy Type: Full-time · Associate
Job Location: Oaks, PA
Application Deadline: N/A