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Wealth Client Success Specialist (Hybrid)

SEI Investments

SEI is seeking a Client Support Specialist to join their Sales and Client Team in Oaks, Pennsylvania. This role focuses on providing support to financial advisors and firms within the Independent Broker/Dealer market. The successful candidate will engage with SEI’s platform and capabilities and is expected to have a minimum of 1 year of financial services experience. Key responsibilities include handling inbound inquiries and assisting in business development. The position is ideal for proactive individuals eager to grow in a dynamic sales environment. SEI offers a hybrid working model among various benefits. #J-18808-Ljbffr

Vacancy posted 3 days ago
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