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Client Support Specialist at SEI - ApplyBlast

Client Support Specialist

SEI

2 days ago

3.3 on Glassdoor

Oaks, Pennsylvania, United States

Onsite

Full Time

Junior

0 applicants

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About this role

SEI's Wealth business is seeking a Client Support Specialist to join the Sales and Client Team, supporting advisors and firms within the Independent Broker/Dealer market. This early-career role focuses on driving engagement with SEI's platform, handling inbound requests, and providing exceptional service to advisor-clients. The position involves developing expertise in SEI's investment and wealth-technology capabilities while contributing to new business development.

Responsibilities

Serve as internal contact for advisors and firms in the Independent Broker/Dealer channel
Support Relationship Managers by handling inbound inquiries and executing follow-up activities
Provide exceptional experience and guidance to advisor-clients implementing SEI's 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.