Client Service Representative

About the role

Join our innovative team at SEI’s Institutional Group, where we’re on a mission to redefine the way institutional investors—like corporations, endowments, hospitals, and government bodies—manage their investments. We’re a group that loves to take initiative and embrace a hands-on approach at every level.

What You’ll Do

• Work closely with our Client Portfolio Managers to provide top-notch service and solutions to our clients.
• Build and implement client strategies alongside senior team members.
• Be the primary point of contact for clients, handling inquiries and ensuring their requests are met efficiently.
• Create tailored presentations for client meetings, focusing on strategy, market trends, and compliance.
• Collaborate with internal teams to advocate for your clients and achieve their investment goals.
• Support high-level strategic, retention, and growth initiatives.

What You Bring To The Table

• A 4-year degree in Finance, Math, or Business-related field.
• Minimum 3-5 years of relevant experience, with candidates with more extensive experience considered for tailored positions.
• Experience and familiarity with Asset Management, investments, and institutional client base.
• Ability to obtain SIE, Series 7, and 63 licenses post-hire.
• Proficiency in Microsoft Office and strong communication skills.

Attributes We Value

• Eagerness to learn and tackle client challenges.
• Strong communication and organizational skills.
• Strong interpersonal skills and a knack for problem-solving.
• Attention to detail and the ability to manage multiple tasks effectively.
• A team player who contributes to our collective goals.

Benefits

• Comprehensive care for physical and mental well-being.
• Strong retirement plan.
• Tuition reimbursement.
• A hybrid working environment for most roles.
• Support for working parents and flexible Paid Time Off (PTO).
• Discounted stock purchase plan.
• Investment options.
• Access to thriving employee networks.

SEI’s Competitive Advantage

We offer a wide range of benefits including 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, 21 days PTO/year pro-rated for new hires which increases over time, paid parental leave, back-up childcare arrangements, paid volunteer days, and more.

SEI’s AI Acceptable Use Policy

SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals’ personal and professional lives. If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please ensure you have reviewed and adhere to our AI use guidelines.