Client Support Specialist
About The Position
As a Client Support Specialist, you will serve as the primary internal point of contact for existing IBD firms and focus efforts on driving engagement with SEI’s platform and capabilities. You will support inbound requests from Relationship Managers while gaining the investment product, technology platform, and advisory business knowledge required to advance into roles across the Sales and Client Team. This is a high‑energy, high‑activity role suited for individuals who are proactive, goal‑oriented, and passionate about supporting growth in a dynamic sales environment. This role reports to the Manager of Inside Sales and is SEI Headquarters based in Oaks, Pennsylvania.
Requirements
- 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.
Nice To Haves
- 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
Responsibilities
- 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.
Benefits
- 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, a hybrid working environment for most roles, 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.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
