Investor & Dealer Services Analyst I

SEI; Upper Providence Township (PA); Sur place; USD 42 000 - 62 000; Plein temps

Avantages offerts par ce poste

Healthcare benefits

401(k) match

Tuition reimbursement

Paid Time Off

Résumé du poste

SEI's SIDCO Dealer and Investor Services Team is seeking a representative to support prospective and current investors, financial intermediaries, and our mutual fund and alternative investment clients. You will handle inbound calls, assist with dealer agreements, and participate in training and team initiatives.

Required are a B.S./B.A in business or related field and at least 1 year in the industry; brokerage or contact center experience is a plus.

Qualifications

• B.S./B.A in Business, Communications, related field or equivalent work experience.
• Minimum of 1 year industry related experience, with prior contact center or brokerage experience a plus.
• FINRA Series 6/7 and 63 required, or ability to obtain within 90 days.
• Experience with Excel and SharePoint are a plus.

Responsabilités

• Respond to inbound call and correspondence requests.
• Assist in the dealer agreement process.
• Participate in periodic Department initiatives, projects, and training.
• Keep current with industry knowledge and best practices to communicate with investors and intermediaries.

Connaissances

Customer service

Prospecting by telephone

Communication

Time management

Formation

B.S./B.A in Business or related field

Outils

Excel

SharePoint

Description du poste

SEI's SIDCO Dealer and Investor Services Team is seeking a representative to support prospective and current investors, financial intermediaries, and our mutual fund and alternative investment clients. You will handle inbound calls, assist with dealer agreements, and participate in training and team initiatives.

Required are a B.S./B.A in business or related field and at least 1 year in the industry; brokerage or contact center experience is a plus.