Client Service Representative
Join our innovative team at SEI’s Institutional Group, where we’re on a mission to redefine the way institutional investors—like corporations, endowments, hospitals, and government bodies—manage their investments. We’re a group that loves to take initiative and embraces a hands-on approach at every level.
What you’ll do:
As a key member of our team, you'll work closely with our Client Portfolio Managers to provide top-notch service and solutions to our clients. You'll be the go-to person for an assigned group of institutional clients, helping to manage their investment portfolios and ensuring their needs are met with professionalism and expertise.
Your role will involve:
Building and implementing client strategies alongside senior team members.
Being the primary point of contact for clients, handling inquiries, and ensuring their requests are met efficiently.
Creating tailored presentations for client meetings, focusing on strategy, market trends, and compliance.
Collaborating with internal teams to advocate for your clients and achieve their investment goals.
Supporting high-level strategic, retention, and growth initiatives.
What you bring to the table:
4-year degree in Finance, Math or Business-related field.
3-5 years of relevant experience, with a strong preference for those familiar with Asset Management, investments and institutional clients.
Ability to obtain SIE, Series 7, and 63 licenses post-hire.
Proficiency in Microsoft Office and strong communication skills.
This position is based in Oaks, PA, with a hybrid work schedule and occasional travel.
Attributes we value:
Eagerness to learn and tackle client challenges.
Strong communication and organizational skills.
Strong interpersonal skills and a knack for problem-solving.
Attention to detail and the ability to manage multiple tasks effectively.
A team player who contributes to our collective goals.
Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information. https://www.seic.com/
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, 21 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.
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