Client Support Specialist

041 SEI Investments Management Corporation; Oaks (PA); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

Health care benefits

401(k) match

Education assistance

Paid holidays and PTO

Paid parental leave

Job summary

041 SEI Investments Management Corporation seeks a Client Support Specialist to support advisors within the Independent Broker/Dealer market. This early-career position is perfect for proactive individuals aiming to build a strong foundation in sales and the financial services industry.

The role involves serving as the primary contact for IBD firms, managing inbound requests, and helping maximize engagement with SEI’s capabilities. A Bachelor's degree and experience in financial client sales are preferred.

Qualifications

• Minimum of 1 year of experience in financial services client sales and service support.
• Ability to acquire NASAA Series65 or Series66 license within 90 days.
• Strong client satisfaction 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 to advisor-clients on SEI’s solutions.

Skills

Client sales support

Communication skills

Time management

Problem solving

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 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 Series65 or Series66 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.

What we would like from you:

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

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
• Up to 11 paid holidays per year
• 21 days PTO 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
• Access to thriving employee networks

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.