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Client Support Specialist at SEI - ApplyBlast

Client Support Specialist

SEI

9 days ago

3.3 on Glassdoor

Oaks, Pennsylvania, United States

Onsite

Full Time

Junior

0 applicants

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About this role

SEI is seeking a Client Support Specialist to join its Sales and Client Team, serving as the primary internal contact for Independent Broker/Dealer firms and driving engagement with SEI's platform. This early-career role focuses on supporting advisors, handling inbound inquiries, and providing guidance on investment and wealth-technology capabilities. The position offers a dynamic environment for building a strong foundation in sales, client experience, and the financial services industry.

Responsibilities

Serve as primary internal contact for independent broker-dealer firms
Support relationship managers by handling inbound inquiries and follow-ups
Guide advisor-clients in implementing SEI investment and wealth technology capabilities

Skills

Qualifications

Bachelor's degree in Business, Finance, Economics or in a related fieldNASAA Series 65 or Series 66 license

About SEI

seic.com

Headquarters

Oaks, Pennsylvania, United States

Company Size

1001-5000 employees

Founded

1968

View Profile

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.