Advisor Support & Engagement Specialist

SEI Corporation; Northern (KY); Hybrid; USD 65,000 - 85,000; Full time

Job summary

SEI Corporation in Oaks, Pennsylvania seeks a Client Support Specialist to join the Sales and Client Team, supporting advisors and firms in the Independent Broker/Dealer channel. This early-career role focuses on client experience, engagement, and financial services industry knowledge.

You will be the primary internal contact for IBD advisors, handle inquiries, and help clients understand SEI’s investment, custody, and wealth-technology capabilities.

Qualifications

• 1 year of experience in financial services client sales and service support, preferably in IBD channel.
• Bachelor’s degree or 2 years SEI experience in lieu of degree.
• NASAA Series 65 or Series 66 license or ability to acquire within 90 days.
• Strong written and verbal communication with time management and problem solving.

Responsibilities

• Serve as the day‑to‑day internal contact for assigned advisors and firms in the Independent Broker/Dealer channel.
• Support Relationship Managers by handling inbound inquiries and follow‑up activities.
• Provide exceptional experience, service, and guidance on SEI’s investment, custody, and wealth‑technology capabilities.
• Develop expertise in positioning SEI’s solutions to advisor needs and opportunities.
• Contribute to new business development by supporting sales activity and advisor engagement.
• Work collaboratively within a team environment while independently managing tasks and priorities.

Skills

Client sales

Relationship management

Communication

Time management

Problem solving

Self-starter

Education

Bachelor's degree in Business, Finance, Economics or related field

2 years SEI experience in lieu of degree

Job description

SEI Corporation in Oaks, Pennsylvania seeks a Client Support Specialist to join the Sales and Client Team, supporting advisors and firms in the Independent Broker/Dealer channel. This early-career role focuses on client experience, engagement, and financial services industry knowledge.

You will be the primary internal contact for IBD advisors, handle inquiries, and help clients understand SEI’s investment, custody, and wealth-technology capabilities.