Client Support Specialist

SEI; Oaks (PA); Hybrid; USD 45,000 - 60,000; Full time

Benefits offered by this job

Health care benefits

401(k) match

Paid time off

Paid parental leave

Education assistance

Job summary

SEI is seeking a Client Support Specialist to join their Sales and Client Team in Oaks, Pennsylvania. This role focuses on providing support to financial advisors and firms within the Independent Broker/Dealer market. The successful candidate will engage with SEI’s platform and capabilities and is expected to have a minimum of 1 year of financial services experience.

Key responsibilities include handling inbound inquiries and assisting in business development. The position is ideal for proactive individuals eager to grow in a dynamic sales environment. SEI offers a hybrid working model among various benefits.

Qualifications

• Minimum of 1 year in financial services client sales and service support.
• Current NASAA Series 65 or Series 66 license, or ability to acquire within 90 days.
• Strong time-management and organizational skills.

Responsibilities

• Serve as the internal contact for assigned advisors in the IBD channel.
• Support Relationship Managers with inquiries and follow-ups.
• Provide exceptional service and guidance to advisor-clients.

Skills

Client sales and service support

Communication skills

Time management

Problem-solving

Collaboration

Organizational skills

Education

Bachelor’s degree in Business, Finance, or Economics

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 (IBD) market. This early‑career role is designed for individuals looking to build a strong foundation in sales, client experience, and the financial services industry.

As a Client Support Specialist, you will serve as the primary internal point of contact for existing IBD firms and focus on driving engagement with SEI’s platform and capabilities. You will support inbound requests from Relationship Managers while gaining the investment product, technology platform, and advisory business knowledge required to advance into roles across the Sales and Client Team. This high‑energy, high‑activity role suits proactive, goal‑oriented individuals passionate about supporting growth in a dynamic sales environment. The role reports to the Manager of Inside Sales and is headquartered in Oaks, Pennsylvania.

What You Will Do

• 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 executing follow‑up activities.
• Provide exceptional experience, service, and guidance to advisor‑clients, helping them implement SEI’s investment, custody, and wealth‑technology capabilities.
• Develop expertise in positioning SEI’s solutions in the context of 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.

What We Need From You

• A minimum of 1 year of experience in financial services client sales and service support, with direct experience in independent Broker/Dealer channel sales strongly preferred.
• Bachelor’s degree in Business, Finance, Economics or a related field, or a minimum of 2 years of SEI experience in lieu of a degree.
• Current NASAA Series 65 or Series 66 license, or ability to acquire within 90 days.
• Experience in multi‑channel communication mediums, including virtual meetings, live video, recorded video, phone, and email.
• Strong time‑management, prioritization, and organizational skills, with a track record of meeting or exceeding expectations.
• Ability to think critically, collaborate effectively, influence decision‑making, and solve problems.
• Excellent written and verbal communication skills, with a history of strong client satisfaction.
• Self‑starter mentality with eagerness to learn and openness to coaching.
• Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information: https://www.seic.com

SEC Rule 206(4)-5 “Political Contributions by Certain Investment Advisers” may place certain restrictions on subsidiaries of SEI as a result of your past and future political contributions. Therefore, an offer for this position may be contingent on you providing SEI a completed questionnaire regarding political contributions made by you and members of your household. SEI may reject your application if SEI determines that the effect of such contributions could have an adverse impact on SEI’s current or prospective business activities and strategies. Any misrepresentation of or omission of any contributions from this information request will be cause for your rejection or dismissal from employment.

Benefits

• Health care (medical, dental, vision, prescription, wellness, EAP, FSA)
• Life and disability insurance (premiums paid for base coverage)
• 401(k) match
• Education assistance
• Commuter benefits
• Paid holidays (up to 11 per year)
• Paid time off (21 days per year pro‑rated for new hires, increasing over time)
• Paid parental leave
• Back‑up childcare arrangements
• Paid volunteer days
• Discounted stock purchase plan
• Investment options and access to employee networks
• Hybrid working environment for most roles

SEI is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.