Client Experience Associate

SEI (1 month ago)

United States, Oaks, PAOnsiteFull TimeMedior$77,538 - $104,314 (estimated)Sales

About this role

The Client Experience Associate is a member of SEI’s Wealth Advisor Client Team focused on the Registered Investment Adviser (RIA) channel, partnering with senior Business Development leadership to support growth across SEI’s suite of solutions. The role is based at SEI’s Oaks, Pennsylvania headquarters and works cross-functionally with Sales, Marketing, Product and Service teams. It supports client engagement and relationship expansion for advisor firms within a defined territory.

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Required Skills

Client Management
Business Development
Account Management
Onboarding
Sales
Presentation
Virtual Meetings
Territory Planning
Client Retention
Communication

+2 more

Qualifications

Bachelor's Degree
Series 65
Series 66

About SEI

seic.com

SEI is a global provider of technology and investment solutions serving financial institutions, wealth managers, asset managers, corporations and affluent families. The firm offers outsourced investment management and administration, investment processing and operations, and integrated technology platforms for portfolio management, reporting and client servicing. By combining proprietary software, operational outsourcing and investment expertise, SEI helps clients scale, streamline operations, enhance reporting and manage risk and compliance. Clients choose SEI for its customizable, end-to-end solutions and industry experience across global markets.

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