Client Support Specialist
SEI (13 days ago)
About this role
A Client Support Specialist at SEI provides essential support and guidance to financial advisors and firms, assisting with their engagement and implementation of SEI's investment and technology solutions. The role emphasizes customer service, collaboration, and a proactive approach within a dynamic sales environment.
Required Skills
- Communication
- Customer Service
- Financial Services
- Sales Support
- Relationship Management
About SEI
seic.comSEI 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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