Wealth IBD Client Support Specialist

seic; Pennsylvania; In loco; USD 52.000 - 76.000; Tempo pieno

Vantaggi offerti da questo lavoro

Healthcare (medical, dental, vision)

401(k) match

Education assistance

Commuter benefits

Up to 11 paid holidays/year

21 days PTO/year pro-rated

Paid parental leave

Back‑up childcare arrangements

Paid volunteer days

Employee stock purchase plan

Descrizione del lavoro

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 is designed to build a foundation in sales, client experience, and financial services.

You will be the primary internal contact for IBD firms, support Relationship Managers, and help clients implement SEI's investment, custody, and wealth‑technology capabilities while developing product and advisory

Competenze

• Minimum 1 year of experience in financial services client sales and service support.
• Current NASAA Series 65 or Series 66 license or ability to acquire within 90 days.
• Bachelor's degree or 2 years SEI experience in lieu of degree.
• Experience in multi-channel communication mediums (video, phone, email).
• Strong time-management and organizational skills with a track record of meeting expectations.
• Ability to think critically, collaborate effectively, influence decisions and solve problems.
• Excellent written and verbal communication with a history of strong client satisfaction.
• Self-starter mentality with eagerness to learn and openness to coaching.

Mansioni

• 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 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.

Conoscenze

Financial services

Client support

Relationship management

Communication

Multi-channel support

Time management

Problem solving

Self-starter

Formazione

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

Descrizione del lavoro

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 is designed to build a foundation in sales, client experience, and financial services.

You will be the primary internal contact for IBD firms, support Relationship Managers, and help clients implement SEI's investment, custody, and wealth‑technology capabilities while developing product and advisory