Client Support Specialist

About the role

The 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 (IBD) market. This role is designed for individuals looking to build a strong foundation in sales, client experience, and the financial services industry.

Responsibilities

• Serve as the day-to-day internal contact for assigned advisors and firms in the Independent Broker/Dealer channel.
• Support Relationship Managers by handling inbound inquiries and executing follow-up activities.
• Provide exceptional experience, service, and guidance to advisor-clients, helping them implement SEI’s investment, custody, and wealth-technology capabilities.
• Develop expertise in positioning SEI’s solutions in the context of advisor needs and opportunities.
• Contribute to new business development by supporting sales activity and advisor engagement.
• Work collaboratively within a team environment while independently managing tasks and priorities.

Requirements

• A minimum of 1 year of experience in financial services client sales and service support, with direct experience in independent Broker/Dealer channel sales strongly preferred.
• Bachelor’s degree in Business, Finance, Economics or in a related field, or minimum of 2 years’ SEI experience in lieu of degree.
• Current NASAA Series 65 or Series 66 license or ability to acquire within 90 days.
• Experience in multi-channel communication mediums, including virtual meetings, live video, recorded video, phone, and email.
• Strong time-management, prioritization, and organizational skills, with a track record of meeting or exceeding expectations.
• Ability to think critically, collaborate effectively, influence decision-making, and solve problems.
• Excellent written and verbal communication skills, with history of strong client satisfaction.
• Self-starter mentality with eagerness to learn and openness to coaching.

Qualifications

• Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun.

Benefits

SEI offers a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about. Benefits include 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, paid volunteer days, a discounted stock purchase plan, investment options, access to thriving employee networks and more.

Pay

Compensation is commensurate with experience.

Schedule

This is a full-time position.