Novus International, Inc
Client Support Specialist
USA - PA - Oaks, USA · Contract
Sponsorship not specifiedDetected 24 days ago
SalesBusiness DevelopmentCommunicationCollaborationOrganizational Skills
About the role
- This is a high‑energy, high‑activity role suited for individuals who are proactive, goal‑oriented, and passionate about supporting growth in a dynamic sales environment.
- This role reports to the Manager of Inside Sales and is SEI Headquarters based in Oaks, Pennsylvania.
- Any misrepresentation of or omission of any contributions from this information request, will be cause for your rejection or dismissal from employment.
Responsibilities
- 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.
- Ability to think critically, collaborate effectively, influence decision‑making, and solve problems.
- Come build your brave future at SEI.
- Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce.
- We are a technology and asset management company delivering on our promise of building brave futures (SM)-for our clients, our communities, and ourselves.
Requirements
- You will support inbound requests from Relationship Managers while gaining the investment product, technology platform, and advisory business knowledge required to advance into roles across the Sales and Client Team.
Nice to have
- 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.
- Excellent written and verbal communication skills, with history of strong client satisfaction.
- Self‑starter mentality with eagerness to learn and openness to coaching.
Benefits
- We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.
Company info
- At SEI, we're (literally) invested in your success.
Equal opportunity
- SEI is an Equal Opportunity Employer and so much more…
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