Service Analyst I, Dealer & Investor Services

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

The SIDCO Dealer and Investor Services Team has an opening for a representative to provide support and service for prospective and current investors, financial intermediaries and the marketing efforts of our various mutual fund and alternative investment clients. You will be responsible for handling inbound calls and correspondence, making outbound calls in support of outbound call campaigns, completing dealer agreement requests, and other team projects.

Responsibilities

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

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 experience or brokerage experience a plus.
• FINRA Series 6/7 and 63 required, or ability to obtain within 90 days.
• Experience with Excel and SharePoint is a plus.

Preferred Skills

• Ability and desire to excel at prospecting by telephone
• Adaptability to work in an open floor environment
• Excellent written and verbal communication skills as well as strong presentation skills

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.

Benefits

• 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
• 16 days PTO/year pro-rated for new hires which increases over time
• Paid parental leave
• Back-up childcare arrangements
• Paid volunteer days
• Discounted stock purchase plan
• Investment options
• Access to thriving employee networks and more

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.