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Institutional Private Client Operations Analyst | Hybrid

Job in Oaks, Montgomery County, Pennsylvania, 19456, USA
Listing for: SEI
Full Time position
Listed on 2026-01-01
Job specializations:
  • Finance & Banking
  • Business
Job Description & How to Apply Below
Location: Oaks

A leading financial services company in Oaks, Pennsylvania is looking for an Operations Analyst to join their Institutional Private Client team. In this role, you will focus on the reconciliation of custodial and prime broker accounts, ensuring accuracy and timely communication with clients. Candidates should have a BA/BS in relevant fields and be committed to providing excellent customer service. The position offers a range of benefits and a hybrid working environment.
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