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Client Support Specialist
SEI Investments
USA
Full-time
Junior · 1+ years experience
Onsite
Discovered 1 weeks ago
Full Job Posting
What you will do:
- 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 executing 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.
- What we need from you:
- A minimum of 1 year of experience in financial services client sales and service support, with direct experience in independent Broker/Dealer channel sales strongly preferred.
- Bachelor’s degree in Business, Finance, Economics or in a related field, or minimum of 2 years’ SEI experience in lieu of degree.
- Current NASAA Series 65 or Series 66 license or ability to acquire within 90 days.
- Experience in multi-channel communication mediums, including virtual meetings, live video, recorded video, phone, and email.
- Strong time‐management, prioritization, and organizational skills, with a track record of meeting or exceeding expectations.
- Ability to think critically, collaborate effectively, influence decision‐making, and solve problems.
- Excellent written and verbal communication skills, with history of strong client satisfaction.
- Self‐starter mentality with eagerness to learn and openness to coaching.
- What we would like from you:
- Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information. https://www.seic.com
- 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.
- SEI’s competitive advantage:
- To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about.
- Benefits include 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, 21 days PTO/year pro-rated for new hires which increases over time, paid parental leave, back-up childcare arrangements, paid volunteer days, a discounted stock purchase plan, investment options, access to thriving employee networks and more.
- We are a technology and asset management company delivering on our promise of building brave futures (SM)—for our clients, our communities, and ourselves. Come build your brave future at SEI.
- The position title reflected in this job description is aligned with SEI's current internal job architecture. As part of SEI's role and career framework, internal job titles may not directly correspond to external market titles and may differ from titles previously assigned during an employee's tenure or at the time of hire.
- SEI is an Equal Opportunity Employer and so much more...
- After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we’re (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.
- 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.
- AI Acceptable Use in the application and interview process:
- SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals’ personal and professional lives. If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please ensure you have reviewed and adhere to our AI use guidelines.
Qualifications
- Bachelor’s degree in Business, Finance, Economics or in a related field, or minimum of 2 years’ SEI experience in lieu of degree.
About SEI Investments
Founded 1968
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