Wealth Client Success Specialist (Hybrid)

SEI; Oaks (PA); Hybrid; USD 45,000 - 60,000; Full time

Benefits offered by this job

Health care benefits

401(k) match

Paid time off

Paid parental leave

Education assistance

Job summary

SEI is seeking a Client Support Specialist to join their Sales and Client Team in Oaks, Pennsylvania. This role focuses on providing support to financial advisors and firms within the Independent Broker/Dealer market. The successful candidate will engage with SEI’s platform and capabilities and is expected to have a minimum of 1 year of financial services experience.

Key responsibilities include handling inbound inquiries and assisting in business development. The position is ideal for proactive individuals eager to grow in a dynamic sales environment. SEI offers a hybrid working model among various benefits.

Qualifications

• Minimum of 1 year in financial services client sales and service support.
• Current NASAA Series 65 or Series 66 license, or ability to acquire within 90 days.
• Strong time-management and organizational 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 and guidance to advisor-clients.

Skills

Client sales and service support

Communication skills

Time management

Problem-solving

Collaboration

Organizational skills

Education

Bachelor’s degree in Business, Finance, or Economics

Job description

SEI is seeking a Client Support Specialist to join their Sales and Client Team in Oaks, Pennsylvania. This role focuses on providing support to financial advisors and firms within the Independent Broker/Dealer market. The successful candidate will engage with SEI’s platform and capabilities and is expected to have a minimum of 1 year of financial services experience.

Key responsibilities include handling inbound inquiries and assisting in business development. The position is ideal for proactive individuals eager to grow in a dynamic sales environment. SEI offers a hybrid working model among various benefits.