Client Support Specialist — Advisor Experience & Growth

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

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.