Novus International, Inc

Novus International, Inc

Account Manager

USA - WA - Seattle, USA

Sponsorship not specified$60k-$80kDetected 25 days ago
AccountingExcelCustomer SupportCommunicationCollaborationOrganizational SkillsMicrosoft Office

About the role

  • The Asset Management organization has an immediate opening for an Account Manager to play a central role in the growth of SEI's Private Wealth Management business.
  • The role serves as the primary point of contact for client service needs, account administration, and operational processes, while coordinating advisory and investment-related processes with accuracy, professionalism, and discretion.
  • This role is based out of our Seattle, WA location.

Responsibilities

  • Build and maintain strong client relationships.
  • Maintain and produce cash flow analyses for clients.
  • Work with Advice and Service team members to deliver cohesive goals-based advice to clients.
  • Positive attitude and intellectual curiosity, with initiative to improve processes and implement technology.
  • Ability to manage multiple priorities under tight deadlines.
  • We are a technology and asset management company delivering on our promise of building brave futures (SM)-for our clients, our communities, and ourselves.
  • 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.

Nice to have

  • Bachelor's degree from an accredited college/university with a Finance/Accounting or business focus.
  • A minimum of 2 years' experience in the industry preferred
  • new college graduates accepted.
  • Series 65 licensing or willingness to attain.
  • CFP® candidate preferred, but not required.
  • Ability to effectively explain complex concepts in understandable terms.
  • Excellent communication and presentation skills.
  • Strong proficiency in Microsoft suite (Outlook, Excel, Word, PowerPoint, Copilot), with a demonstrated track record of artificial intelligence initiative.

Compensation

  • The base salary pay for this role is $60,000 - $80,000 per year.

Benefits

  • We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.
  • Detailed oriented, flexible, and self-motivated.
  • This position will also be eligible to earn a discretionary bonus each year, subject to company approval.

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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