Catherine Von Alst
About Catherine Von Alst
Catherine Von Alst is the Client Service Director for the Institutional Group at SEI in Oaks, PA, providing support and investment knowledge to a diverse range of institutional clients.
Current Position at SEI
Catherine Von Alst currently holds the position of Client Service Director in the Institutional Group at SEI Investments in Oaks, PA. In this role, she provides customer support to a wide range of institutional clients, including corporate entities, endowments, foundations, and health services clients. Her responsibilities include acting as the primary day-to-day contact for these clients, assisting them in achieving their objectives, and supplementing their investment knowledge.
Previous Roles at SEI
Prior to her current position, Catherine Von Alst worked at SEI in several key roles. She served as Supervisor of the Southeast Service Team from 2010 to 2011, overseeing service operations for one year. Before that, she was a Supervisor on the Quality Control Team from 2008 to 2010, where she managed quality control processes for two years. Both positions were held at SEI's Oaks, PA location.
Educational Background
Catherine Von Alst pursued her higher education at St. Joseph's University, where she studied Finance. She earned her Bachelor of Arts in Finance after completing a four-year program from 2001 to 2005. Her academic background in finance laid the foundation for her career in client service within the financial services industry.
Client Service Responsibilities
As the Client Service Director in the Institutional Group at SEI Investments, Catherine Von Alst's responsibilities are extensive. She supports the Senior Relationship Manager in helping institutional clients achieve their objectives and acts as the main point of contact for these clients on a daily basis. Additionally, she serves as an important supplementary source of investment knowledge for her clients, providing them with valuable insights and support.