Client Support Specialist

041 SEI Investments Management Corporation; Oaks (PA); On-site; USD 52,000 - 68,000; Full time

Benefits offered by this job

Healthcare benefits

401(k) match

Paid time off (PTO)

Tuition reimbursement

Job summary

SEI Investments Management Corporation, headquartered in Oaks, Pennsylvania, is seeking a Client Support Specialist for its Wealth business. This early-career role supports advisors and firms in the Independent Broker/Dealer market, serving as the primary internal contact to drive engagement with SEI's platform and capabilities.

You will assist Relationship Managers with inbound inquiries, help clients implement SEI's investment and wealth-technology solutions, and build knowledge to advance

Qualifications

• 1+ year of experience in financial services client sales and service support; experience in independent Broker/Dealer channel preferred.
• Bachelor's degree in Business, Finance, Economics or related field.
• Current NASAA Series 65 or 66 license or ability to obtain within 90 days.
• Experience with multi-channel communication (video, phone, email).
• Strong time-management and organizational skills with proven reliability.
• Excellent written and verbal communication with client satisfaction history.
• Self-starter with eagerness to learn and openness to coaching.

Responsibilities

• Serve as day-to-day internal contact for assigned advisors and firms in IBD channel.
• Support Relationship Managers by handling inbound inquiries and follow-up activities.
• Provide exceptional client experience and guidance on SEI's solutions.
• Develop expertise to position SEI's investments and wealth-technology.
• Contribute to new business development by supporting sales activity and advisor engagement.
• Collaborate within a team while managing tasks and priorities.

Skills

Customer service

Sales support

Communication skills

Time management

Problem solving

Self-motivation

Team collaboration

Education

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

1 year financial services experience

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 efforts 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 is a high-energy, high-activity role suited for individuals who are proactive, goal-oriented, and passionate about supporting growth in a dynamic sales environment. This role reports to the Manager of Inside Sales and is SEI Headquarters based 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 in a related field, or minimum of 2 years' SEI experience in lieu of 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 history of strong client satisfaction.
• Self-starter mentality with eagerness to learn and openness to coaching.

What we would like from you:

Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun.

SEI’s competitive advantage:

• To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about.
• Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401(k) match, education assistance, commuter benefits, up to 11 paid holidays/year, 21 days PTO/year pro-rated for new hires which increases over time, paid parental leave, back-up childcare arrangements, paid volunteer days, a discounted stock purchase plan, investment options, access to thriving employee networks and more.

We are a technology and asset management company delivering on our promise of building brave futures (SM)- for our clients, our communities, and ourselves. Come build your brave future at SEI. The position title reflected in this job description is aligned with SEI's current internal job architecture. As part of SEI's role and career framework, internal job titles may not directly correspond to external market titles and may differ from titles previously assigned during an employee's tenure or at the time of hire.

SEI is an Equal Opportunity Employer and so much more... After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we’re (literally) invested in your success.

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.

AI Acceptable Use in the application and interview process: SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals' personal and professional lives. If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please ensure you have reviewed and adhere to our AI use guidelines. We are global provider of technology, operations, and asset management services for the financial services industry. We tailor our solutions to help clients make effective use of their capital - whether that’s money, time, or talent - so they can grow and better serve their clients. At SEI, we’re committed to fostering an inclusive workplace where everyone has the same opportunities to grow, develop, and succeed.