Investor Services Specialist I

SEI; Oaks (PA); On-site; USD 40,000 - 50,000; Full time

Benefits offered by this job

Healthcare

Life and Disability Insurance

401(k) Match

Education Assistance

Paid Time Off

Paid Volunteer Days

Discounted Stock Purchase Plan

Job summary

SEI in Oaks, Pennsylvania is seeking a representative for the SIDCO Dealer and Investor Services Team. You will support prospective and current investors while handling inbound and outbound calls, managing dealer agreement requests, and contributing to team projects.

The ideal candidate should have a B.S./B.A. in Business or a related field, along with at least one year of industry experience. A FINRA Series 6/7 and 63 certification is required, or the ability to obtain them within 90 days. Strong communication skills are essential.

Benefits include healthcare, a 401(k) match, education assistance, and more.

Qualifications

• Minimum of 1 year industry-related experience, with contact center experience preferred.
• FINRA Series 6/7 and 63 required, or ability to obtain within 90 days.
• Excellent written and verbal communication skills.

Responsibilities

• Respond to inbound call and correspondence requests.
• Assist in the dealer agreement process.
• Participate in team initiatives and projects.

Skills

Communication Skills

Customer Service

Prospecting

Education

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

Tools

Excel

SharePoint

Job description

SEI in Oaks, Pennsylvania is seeking a representative for the SIDCO Dealer and Investor Services Team. You will support prospective and current investors while handling inbound and outbound calls, managing dealer agreement requests, and contributing to team projects.

The ideal candidate should have a B.S./B.A. in Business or a related field, along with at least one year of industry experience. A FINRA Series 6/7 and 63 certification is required, or the ability to obtain them within 90 days. Strong communication skills are essential.

Benefits include healthcare, a 401(k) match, education assistance, and more.