Client Support Specialist

SEI's Wealth business is seeking a Client Support Specialist to join our Sales and Client Team, supporting advisors and firms within the Independent Broker/Dealer (IBD) market. This early‑career role is designed for individuals looking to build a strong foundation in sales, client experience, and the financial services industry. What you will do: Serve as the day‑to‑day internal contact for assigned advisors and firms in the Independent Broker/Dealer channel. Support Relationship Managers by handling inbound inquiries and executing follow‑up activities. Provide exceptional experience, service, and guidance to advisor clients, helping them implement SEI's investment, custody, and wealth‑technology capabilities. Develop expertise in positioning SEI's solutions in the context of advisor needs and opportunities. Contribute to new business development by supporting sales activity and advisor engagement. Work collaboratively within a team environment while independently managing tasks and priorities. What we need from you: A minimum of 1 year of experience in financial services client sales and service support, with direct experience in independent Broker/Dealer channel sales strongly preferred. Bachelor's degree in Business, Finance, Economics or a related field, or a minimum of 2 years' SEI experience in lieu of degree. Current NASAA Series 65 or Series 66 license or ability to acquire within 90 days. Experience in multi‑channel communication mediums, including virtual meetings, live video, recorded video, phone, and email. Strong time‑management, prioritization, and organizational skills, with a track record of meeting or exceeding expectations. Ability to think critically, collaborate effectively, influence decision‑making, and solve problems. Excellent written and verbal communication skills, with a history of strong client satisfaction. Self‑starter mentality with eagerness to learn and openness to coaching. What we would like from you: Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information. Benefits: We offer a wide range of benefits including comprehensive health care (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance, a 401(k) match, education assistance, commuter benefits, up to 11 paid holidays per year, 21 days PTO per year pro‑rated for new hires with 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. SEI is an Equal Opportunity Employer and so much more... 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. #J-18808-Ljbffr