Seic

Client Service Representative

USA - PA - Oaks

Sponsorship not specifiedDetected 30 days ago

CommunicationCollaborationPublic SpeakingMicrosoft Office

About the role

Being the primary point of contact for clients, handling inquiries, and ensuring their requests are met efficiently.
Creating tailored presentations for client meetings, focusing on strategy, market trends, and compliance.
Collaborating with internal teams to advocate for your clients and achieve their investment goals.

You'll be the go-to person for an assigned group of institutional clients, helping to manage their investment portfolios and ensuring their needs are met with professionalism and expertise.
Building and implementing client strategies alongside senior team members.
Attention to detail and the ability to manage multiple tasks effectively.
Come build your brave future at SEI.
We are a technology and asset management company delivering on our promise of building brave futures (SM)-for our clients, our communities, and ourselves.
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.

4-year degree in Finance, Math or Business-related field.
Minimum 3-5 years of relevant experience, candidates with more extensive experience open for consideration and will tailor the position accordingly.
Ability to obtain SIE, Series 7, and 63 licenses post-hire.
Proficiency in Microsoft Office and strong communication skills.
This position is based in Oaks, PA, with a hybrid work schedule and occasional travel.

Experience and familiarity with Asset Management, investments and institutional client base is strongly preferred.

We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.

This listing is sourced directly from Seic's careers page and normalized into a canonical job model.