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Service Desk Analyst

SEI Investments

SIDCO Dealer And Investor Services RepresentativeThe SIDCO Dealer and Investor Services Team has an opening for a representative to provide support and service for prospective and current investors, financial intermediaries and the marketing efforts of our various mutual fund and alternative investment clients. You will be responsible for handling inbound calls and correspondence, making outbound calls in support of outbound call campaigns, completing dealer agreement requests, and other team projects.What you will do:Respond to inbound call and correspondence requestsAssist in the dealer agreement processParticipate in periodic Dealer and Investor Services team initiatives, projects, and trainingKeep current with industry knowledge and best practices to effectively communicate with investors and intermediariesWhat we need from you:B.S./B.A in Business, Communications, related field or equivalent work experience.Minimum of 1 year industry related experience, with prior contact center experience or brokerage experience a plus.FINRA Series 6/7 and 63 required, or ability to obtain within 90 daysExperience with Excel and SharePoint are a plus.What we would like from you:Ability and desire to excel at prospecting by telephoneAdaptability to work in an open floor environmentExcellent written and verbal communication skills as well as strong presentation skillsSEI's competitive advantage:To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, 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, 16 days PTO/year pro-rated for new hires which increases over time, paid parental leave, back-up childcare arrangements, paid volunteer days, a discounted stock purchase plan, investment options, access to thriving employee networks and more.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.

Vacancy posted 2 days ago
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