Alicia Bone

Experience

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  SEI

  Oct 2008 - now

  IAS New Business/Preferred Plus Service Representative & CISP

  Support for IAS Sales Team and Clients located in the New England Territory Responsible for guiding new clients through their first account opening while also providing detailed explanations on SEI Best Practice & Procedures Responsible for conducting IRA & Tax Training Sessions for colleagues in Middle Office Coordinated internal trainings with IAS Sales to walk through the Onboarding Process and SEI’s Best Practice Participated in the SEI Innovation Pitch Contest in an effort to increase future functionality of the Advisor Center Hosted educational calls on specific functionality on Advisor Center to increase overall firm adoption of self service Continued support for the Preferred Plus/New Business Team SEI is a leading global provider of asset management, investment processing, and investment operations solutions for institutional and personal wealth management. Show less