Service Analyst I, Dealer & Investor Services

SIDCO Dealer And Investor Services Representative

The 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 requests
• Assist in the dealer agreement process
• Participate in periodic Dealer and Investor Services team initiatives, projects, and training
• Keep current with industry knowledge and best practices to effectively communicate with investors and intermediaries

What 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 days
• Experience with Excel and SharePoint are a plus.

What we would like from you:

• Ability and desire to excel at prospecting by telephone
• Adaptability to work in an open floor environment
• Excellent written and verbal communication skills as well as strong presentation skills

SEI'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, a hybrid working environment for most roles, 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.

SEI is an Equal Opportunity Employer and so much more

After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. 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 recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we're (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.

SEI is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.