Advisor Support & Client Experience Specialist

SEI Investments Company; United States; Vor Ort; USD 45.000 - 60.000; Vollzeit

Benefits dieser Stelle

Healthcare benefits

401(k) match

Tuition reimbursement

Zusammenfassung

SEI Investments Company is seeking a Client Support Specialist to join the Sales and Client Team in Oaks, PA. This early‑career role focuses on building a foundation in sales, client experience, and the financial services industry.

You will be the primary internal contact for IBD firms, supporting Relationship Managers and guiding advisor clients through SEI’s platform and capabilities. The role emphasizes proactive support, collaboration, and ongoing learning.

Qualifikationen

• Minimum 1 year of financial services client sales and service support experience, preferably in the IBD channel.
• Bachelor’s degree in Business, Finance, Economics or related field, or 2 years SEI experience in lieu of degree.
• Current NASAA Series 65 or Series 66 license or ability to acquire within 90 days.

Aufgaben

• Serve as day‑to‑day internal contact for advisors and firms in the IBD channel.
• Support Relationship Managers by handling inbound inquiries and follow‑ups.
• Provide exceptional guidance on SEI’s investment, custody, and wealth‑tech capabilities.
• Develop expertise to position SEI’s solutions for advisor needs.
• Contribute to new business development by supporting sales activity and advisor engagement.
• Collaborate within a team while managing tasks and priorities independently.

Kenntnisse

Financial services sales

Multi-channel communication

Time management

Problem solving

Written and verbal communication

Self-starter

Collaboration

Ausbildung

Bachelor’s degree or equivalent

2 years SEI experience in lieu of degree

NASAA Series 65/66 license eligibility

Tools

SEI platform knowledge

Jobbeschreibung

SEI Investments Company is seeking a Client Support Specialist to join the Sales and Client Team in Oaks, PA. This early‑career role focuses on building a foundation in sales, client experience, and the financial services industry.

You will be the primary internal contact for IBD firms, supporting Relationship Managers and guiding advisor clients through SEI’s platform and capabilities. The role emphasizes proactive support, collaboration, and ongoing learning.