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Junior Dealer & Investor Services Analyst

SEI

SEI is seeking a Service Analyst I in Oaks, PA to support prospective and current investors and financial intermediaries. You will handle inbound calls, assist with dealer agreements, and contribute to ongoing team initiatives and training.

Required: B.S./B.A in Business or related field, 1 year experience, FINRA Series 6/7 and 63 or ability to obtain within 90 days; Excel and SharePoint experience are a plus. This role emphasizes client service in a fast-paced environment.

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Vacancy posted 5 days ago
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