Jassim Uddin
About Jassim Uddin
Jassim Uddin is a Client Manager at SEI in Greater Philadelphia, with a background in finance and economics from Penn State University and The Wharton School.
Current Position as Client Manager at SEI
Jassim Uddin currently serves as a Client Manager at SEI in the Greater Philadelphia Area. In his role, he is responsible for fostering strong client relationships and ensuring client satisfaction. Jassim leverages his expertise in financial services and risk management to provide comprehensive support to SEI's clients. He also plays a crucial role in training new hires, particularly in Microsoft Excel, to ensure they are well-prepared for their responsibilities.
Previous Role as Investment Services Consultant at SEI
Before becoming a Client Manager, Jassim Uddin worked as an Investment Services Consultant at SEI from 2017 to 2019. During his tenure, he contributed to various initiatives aimed at improving investment operations and client services. His prior experience in this role included the development of a comprehensive risk management framework that significantly reduced operational risks and played a key role in implementing a new trade processing system, enhancing efficiency by 20%.
Early Career and Internships
Jassim Uddin began his career with valuable internships and roles that laid the foundation for his expertise in financial services. He worked as a Commercial Banking Intern at CBT Bank from 2016 to 2017, followed by a position as a Personal Banker at Citizens Bank from 2015 to 2016. Prior to these roles, he gained experience as a Teaching Assistant and Research Assistant in the Department of Plant Pathology at Penn State University, where he worked from 2008 to 2015.
Educational Background
Jassim Uddin holds a Bachelor’s Degree in Finance from Penn State University, where he studied from 2014 to 2015. Additionally, he earned a Bachelor of Science (B.S.) in Economics from the same institution, studying from 2009 to 2014. Furthering his education, he obtained a Certification in Business Analytics from The Wharton School. This diverse educational background has contributed to his well-rounded expertise in the financial services sector.
Professional Development and Industry Engagement
Jassim Uddin is actively engaged in the financial services industry, regularly participating in conferences related to risk management and financial services. He mentors junior analysts at SEI, offering guidance on technical skills and career development. Moreover, he published a research paper on the impact of trade processing automation in financial services, sharing valuable insights with the broader industry. Additionally, he led a project that streamlined client onboarding processes, reducing onboarding time by 15%.