Client Success Associate for IBD & Wealth Tech

SEI; Upper Providence Township (PA); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Hybrid working environment

401(k) match

Tuition reimbursement

Paid time off

Job summary

SEI’s Wealth business is seeking a Client Support Specialist to join our Sales and Client Team, supporting advisors and firms within the Independent Broker/Dealer market. This early-career role is designed to build a foundation in sales, client experience, and financial services.

You will be the primary internal contact for IBD firms, supporting Relationship Managers and gaining investment product, technology platform, and advisory business knowledge to advance within SEI.

Qualifications

• Minimum 1 year of experience in financial services client sales and service support, ideally in the IBD channel.
• Bachelor’s degree in Business, Finance, Economics, or 2 years SEI experience in lieu of degree.
• Current NASAA Series 65 or Series 66 license or ability to acquire within 90 days.
• Experience with multi-channel communication (video, phone, email, virtual meetings).
• Strong time management, prioritization, and organizational skills.
• Excellent written and verbal communication with a client-focused approach.
• Self-starter with willingness to learn and take coaching.

Responsibilities

• Serve as the day-to-day internal contact for assigned advisors and IBD firms.
• Handle inbound inquiries and follow-up activities for Relationship Managers.
• Provide exceptional guidance on SEI’s investment, custody, and wealth‑tech capabilities.
• Develop expertise to position SEI solutions to advisor needs and opportunities.
• Support sales activity and advisor engagement to contribute to new business development.
• Collaborate within a team while managing tasks and priorities independently.

Skills

Financial services sales

Client support

Multi-channel communication

Time management

Problem solving

Written and verbal communication

Education

Bachelor's degree in Business / Finance / Economics or 2 years SEI experience in lieu of degree

NASAA Series 65 or Series 66 license

Tools

CRM software

Job description

SEI’s Wealth business is seeking a Client Support Specialist to join our Sales and Client Team, supporting advisors and firms within the Independent Broker/Dealer market. This early-career role is designed to build a foundation in sales, client experience, and financial services.

You will be the primary internal contact for IBD firms, supporting Relationship Managers and gaining investment product, technology platform, and advisory business knowledge to advance within SEI.