Institutional Client Specialist - Hybrid & Growth
SEI Investments
A financial management firm located in Oaks, Pennsylvania, is seeking a skilled individual to manage institutional client portfolios. This role involves building client strategies, creating presentations, and collaborating with teams to support client investment goals. Candidates should have a degree in Finance or related fields, with 3-5 years of experience in investment management. The position offers a hybrid work schedule and a comprehensive benefits package including health care, a retirement plan, and flexible paid time off. #J-18808-Ljbffr SEI
$22 per hour
...Client Services Specialist Do you have project management and customer service experience? If so, we have... ...period. Our client offers: Hybrid work schedule (work from home on Thursday... ...Thursday and Friday) Great opportunities for growth Excellent benefits, 401k, and paid...SuggestedLocal areaWork from homeMonday to Friday2 days per week- ...between SEI and its partner firms. The role involves resolving client inquiries and educating firms on best practices, requiring strong... ...Benefits include comprehensive healthcare, retirement plans, and a hybrid working environment. The ideal candidate must be organized,...Suggested
- SEI is seeking a Client Support Specialist to join their Sales and Client Team in Oaks, Pennsylvania. This role focuses on providing support to... ...eager to grow in a dynamic sales environment. SEI offers a hybrid working model among various benefits. #J-18808-Ljbffr SEISuggested
- ...our innovative team at SEI’s Institutional Group, where we’re on a mission... ...you'll work closely with our Client Portfolio Managers to provide... ...strategic, retention, and growth initiatives. What you bring to... ...is based in Oaks, PA, with a hybrid work schedule and occasional...SuggestedWork at officeFlexible hours
- ...SEI's Wealth business is seeking a Client Support Specialist to join our Sales and Client Team, supporting... ..., and passionate about supporting growth in a dynamic sales environment.... ...retirement plan, tuition reimbursement, a hybrid working environment for most roles, support...SuggestedFlexible hours
$50k
...communication skills, proven account management experience, and proficiency in Microsoft Office Suite. This full-time role includes a hybrid work model, allowing remote work up to two days a week. In addition to a competitive base salary of $50,000 annually, the company...Full timeWork at officeRemote work2 days per week- ...years' experience in broker/dealer operations. The role offers a hybrid working environment, comprehensive healthcare benefits, and a substantial paid time off policy. Join SEI to contribute to vital financial services and support institutional clients. #J-18808-Ljbffr SEI
- ...involving customer inquiries, service coordination, and revenue growth through inside sales. The ideal candidate will have experience in... ...in Microsoft Office and CRM tools. The position offers a hybrid work environment and comprehensive benefits, including medical coverage...Work at office
- ...degree in finance or related field, with a minimum of 8 years' experience in project management or business analysis. The position offers a hybrid work environment and comprehensive benefits, including healthcare, retirement plans, and paid time off. #J-18808-Ljbffr...
$73k - $78k
...A, Inc. is seeking a Sales Executive located in King of Prussia, PA, or New York, NY, to drive growth through B2B account acquisition. This full-time position combines hybrid work with responsibilities including managing the sales cycle and coordinating with manufacturing...Full time$23 per hour
...Client Relationship Associate Join a leader in investment management. Location: Malvern, PA (Hybrid). Pay: $23.00/hour. Are you a detail-oriented communicator looking to launch a career in the financial services industry? We are seeking dedicated professionals to join...- ...SEI Investments Company in Oaks, Pennsylvania is hiring a Client Support Specialist to join its Sales and Client Team. This early-career role supports... ...approach. SEI offers extensive benefits, including a hybrid working model, healthcare, and generous paid time off. #J-1...
$22.5 - $23 per hour
...Client Relationship Associate Are you looking to build a meaningful career in the financial services industry? We are seeking a driven, client-focused professional to join our team as a Client Relationship Associate. In this role, you will be the face and voice of...Hourly payShift work- ...disabilities. This part-time role requires working closely with clients to foster independence through various daily activities and... ...compassionate approach towards those they support. Opportunities for growth and certification are available. #J-18808-Ljbffr THE DELAWARE...Part time
- ...timely delivery. You will collaborate with senior team members on complex projects and leverage innovative solutions for measurable growth. Preferred candidates will have 1-3 years of relevant experience, proficiency in MS Office, and possess excellent communication...
- SEI Investments Company in Oaks, Pennsylvania is seeking a Specialist for Request for Proposals (RFPs). This role is pivotal in leading proposal projects that contribute to SEI’s growth by creating impactful solutions and fostering collaboration across departments. Candidates...
- ...global fintech leader in Wayne, Pennsylvania, is seeking a qualified Client Advisor to drive new business and deepen client relationships.... ...expansion. The position offers competitive compensation, benefits, and opportunities for professional growth. #J-18808-Ljbffr Acrisure
- ...should hold a Bachelor's degree in Accounting and have a minimum of 3 years experience in accounting or finance. The position offers a hybrid working environment and a wide range of benefits, such as healthcare coverage, a strong retirement plan, and flexible Paid Time Off...Contract workFlexible hours
- *This is a hybrid position. Please do not apply unless you are local to our office in Lansdale... .... Grow Passionately: We embrace growth through creativity, curiosity, and an eagerness... ...and core values. The Lighting Layout Specialist plays an integral role in supporting...Temporary workWork at officeLocal area
- ...Oaks, Pennsylvania is seeking a Trading Specialist to enhance operations within its subsidiary... ...role involves managing new and existing client accounts, ensuring compliance with... ...experience. Comprehensive benefits including a hybrid working environment and support for...
- Medium is looking for a hybrid Social Media & Influencer Marketing Manager to shape their digital presence from King of Prussia, PA. This role involves developing and executing social media strategies aligned with business goals, creating engaging content, and managing...
- ...is located in Norristown, PA. This is a hybrid position which requires 4 days in office.... ...meet the contractual obligations of each client. The intent is to ensure work orders are... ...required to contribute to our continued growth and success. Equal Opportunity Employer/Veterans...For contractorsWork at office
$67k - $75k
...Alternatives Financial Reporting Specialist SEI is leading... ..., financial institutions, financial advisors, and... ...and believe in driving growth through change. Part of... ...administration services to our clients while interacting with... ...reimbursement, a hybrid working environment...Work experience placementFlexible hours$22.5 per hour
...career in the financial services industry? We are seeking a driven, client-focused professional to join our team as a Client Relationship... ...the ability to explain complex concepts in simple terms. Hybrid Schedule - Monday/Friday work from home Skills Customer Service...Hourly payPermanent employmentTemporary workWork experience placementWork from homeMonday to FridayShift work- ...sex, national origin, disability status, protected veteran status or any other characteristic protected by law. The Sales Support Specialist plays a critical role in ensuring smooth, efficient, and scalable operations within our telecom distribution business. This...
$69.2k - $148.2k
...Pennsylvania, responsible for managing Umbrella and Excess solutions. This role is critical in achieving renewal retention goals and offers hybrid or remote work options. Candidates should have at least 3 years of experience in P&C General Liability underwriting and possess...Remote job- Join 181 SEI Global Services, Inc. as we redefine investment management for institutional clients. This position entails building client strategies and providing excellent service to help manage portfolios. Candidates should have a relevant 4-year degree and 3-5 years of...
- ...Advancement Opportunities and Growth Flexible Schedules... ...offered at each stage. Promotes clients involvement in Studio 35 creative... ...obtained from transferring institution, when applicable. Assumes... ...Certified as a Peer Support Specialist including, lived experiences...Temporary workFlexible hoursShift work
- ...Description Company Description This is a hybrid role in King of Prussia, PA, three days a... ...and outbound prospecting. Our client builds the enterprise connections that keep... ...in an early stage startup or high growth SaaS environment where urgency, ownership...Flexible hours3 days per week
- ...Cellular, located in Skillman, NJ, is seeking a Sales - Wireless Specialist to provide exceptional customer service and facilitate the... ...interpersonal skills, a technology aptitude, and motivation for growth. Key responsibilities include retail sales, managing daily store...
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