Client Support Specialist

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 (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. Please see our website for more information. https://www.seic.com

Please be aware that SEC Rule 206(4)-5 “Political Contributions by Certain Investment Advisers” (the “Rule”) may place certain restrictions on certain 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, and that SEI may reject your application if SEI determines in its sole discretion that the effect of such political contributions under the Rule 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.

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, a hybrid working environment for most roles, 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.

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. We offer our employees paid parental leave, back‑up childcare arrangements, paid volunteer days, education assistance and 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.

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