Service Analyst I, Dealer & Investor Services

SEI • Upper Providence Township, PA

9d • Onsite

About The Position

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.

Requirements

• 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

Nice To Haves

• Experience with Excel and SharePoint are a plus.
• 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

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

Benefits

• comprehensive care for your physical and mental well-being
• a strong retirement plan
• tuition reimbursement
• support for working parents
• flexible Paid Time Off (PTO)
• 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
• a discounted stock purchase plan
• investment options
• access to thriving employee networks

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level