Jill Agler
About Jill Agler
Jill Agler is a Data Integration Specialist and Customer Support Specialist at SEI in Oaks, Pennsylvania, with a background in client services and administrative roles.
Title
Jill Agler currently holds the position of Data Integration Specialist / Customer Support Specialist at SEI, located in Oaks, Pennsylvania.
Current Role at SEI
Since May 2018, Jill Agler has been working at SEI. Her duties include managing the setup of single sign-on (SSO) capabilities and addressing related support issues. She conducts quality checks on sensitive data related to data request submissions, ensuring accuracy and reliability. Jill also runs historical data reports upon client request and resolves issues involving data integration and data feeds, such as missing files or incorrect reporting.
Previous Experience at Financial Engines
Jill Agler served as a Client Services Manager at Financial Engines from 2016 to 2018 in Plymouth Meeting, PA. In this role, she was responsible for managing client relations, ensuring client satisfaction, and providing ongoing support services.
Background at The Mutual Fund Store
From 2011 to 2016, Jill Agler worked as a Client Services Manager at The Mutual Fund Store in Plymouth Meeting, PA. During her five-year tenure, she managed client service operations and addressed client needs in a timely and efficient manner.
Education and Expertise
Jill Agler pursued her education at Montgomery County Community College, studying Business Management, Project Management, and Marketing. She achieved an Associate in Liberal Studies over a period from 2005 to 2018. This academic background equipped her with the skills necessary for effective business management and client service roles.