SEI Family Office Services
Ujjwal Poudel currently serves as a Client Relations Business Analyst at SEI Family Office Services, where responsibilities include being the primary contact for SaaS client support and enhancing customer engagement by understanding client needs and delivering solutions. Prior experience includes working as an Assistant Accountant at Helena's Restaurant and Bar, managing accounts payable and receivable, reconciling financial statements, and ensuring compliance with tax regulations. Ujjwal holds a Bachelor of Science in Management Information Systems from Webster University and an Associate of Arts in General Studies from St. Louis Community College.
SEI Family Office Services
About SEI Family Office Services SEI Family Office Services delivers technology and outsourced services that support the accounting, investment management and reporting functions of family offices, private banks, private wealth advisors and alternative asset managers. Designed to help family offices and advisors to wealthy families better serve their ultra-high-net-worth clients, SEI’s award-winning Archway Platform and high-touch outsourced services efficiently handle complex partnership, portfolio and corporate accounting alongside bill payment, investment management and multi-asset class data aggregation. As of Dec. 31, 2021, SEI Family Office Services has $555 billion in assets on platform. For more information, visit seic.com/archway. About SEI® SEI (NASDAQ:SEIC) delivers technology and investment solutions that connect the financial services industry. With capabilities across investment processing, operations, and asset management, SEI works with corporations, financial institutions and professionals, and ultra-high-net-worth families to solve problems, manage change and help protect assets—for growth today and in the future. As of Dec. 31, 2021, SEI manages, advises, or administers approximately $1.3 trillion in assets. For more information, visit seic.com.