IBD Wealth Client Support Associate

SEI; Upper Providence Township (PA); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Health insurance

401(k) match

Tuition reimbursement

Paid Time Off (PTO)

Parental leave

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 builds a foundation in sales, client experience, and the financial services industry.

You will be the primary internal contact for IBD firms, handle inbound inquiries, and help advisors implement SEI’s investment, custody, and wealth‑technology solutions while gaining product knowledge to advance within

Qualifications

• Minimum 1 year of experience in financial services client sales and service support.
• Bachelor’s degree in Business, Finance, Economics or related field, or 2 years SEI experience in lieu of degree.
• Current NASAA Series 65 or 66 license or ability to acquire within 90 days.
• Experience with multi-channel communications (video, phone, email).
• Strong time management and organizational skills.
• Self-starter with eagerness to learn.
• Ability to think critically and collaborate.
• Excellent written and verbal communication and client satisfaction.

Responsibilities

• 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.

Skills

Financial services experience

Relationship management support

Multi-channel communication

Client service focus

Education

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

2 years SEI experience in lieu of degree

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 market. This early‑career role builds a foundation in sales, client experience, and the financial services industry.

You will be the primary internal contact for IBD firms, handle inbound inquiries, and help advisors implement SEI’s investment, custody, and wealth‑technology solutions while gaining product knowledge to advance within