Client Service Representative at SEI

Oaks, Pennsylvania, United States

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Not SpecifiedCompensation

Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Finance, Asset ManagementIndustries

Requirements

4-year degree in Finance, Math, or Business-related field
Minimum 3-5 years of relevant experience (candidates with more extensive experience open for consideration)
Experience and familiarity with Asset Management, investments, and institutional client base strongly preferred
Ability to obtain SIE, Series 7, and 63 licenses post-hire
Proficiency in Microsoft Office
Strong communication skills
Strong organizational skills
Strong interpersonal skills
Problem-solving abilities
Attention to detail
Ability to manage multiple tasks effectively
Team player embodying SEI Values (courage, integrity, collaboration, inclusion, connection, fun)
Eagerness to learn and tackle client challenges
Based in Oaks, PA, with hybrid work schedule and occasional travel

Responsibilities

Work closely with Client Portfolio Managers to provide top-notch service and solutions to institutional clients
Serve as the primary point of contact for an assigned group of institutional clients, handling inquiries and ensuring requests are met efficiently
Help manage clients' investment portfolios
Build and implement client strategies alongside senior team members
Create tailored presentations for client meetings, focusing on strategy, market trends, and compliance
Collaborate with internal teams to advocate for clients and achieve their investment goals
Support high-level strategic, retention, and growth initiatives

Skills

Key technologies and capabilities for this role

Asset ManagementInvestmentsMicrosoft OfficeClient Portfolio ManagementSIESeries 7Series 63Client Service

Questions & Answers

Common questions about this position

What is the work arrangement for this Client Service Representative role?

The position is based in Oaks, PA, with a hybrid work schedule and occasional travel.

What benefits does SEI offer?

SEI provides comprehensive benefits including healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance with premiums paid for base coverage, 401(k) match, education assistance, commuter benefits, up to 11 paid holidays per year, 21 days PTO per year pro-rated for new hires which increases over time, paid parental leave, back-up childcare, and paid volunteer days.

What qualifications and skills are required for this position?

Candidates need a 4-year degree in Finance, Math, or a Business-related field, 3-5 years of relevant experience (more experience considered), familiarity with Asset Management, investments, and institutional clients preferred, ability to obtain SIE, Series 7, and 63 licenses post-hire, proficiency in Microsoft Office, and strong communication skills.

What is the company culture like at SEI?

SEI values a hands-on approach, initiative, courage, integrity, collaboration, inclusion, connection, and fun, with an innovative team environment in the Institutional Group.

What makes a strong candidate for this Client Service Representative role?

Strong candidates show eagerness to learn, strong communication and organizational skills, interpersonal skills, problem-solving, attention to detail, multitasking ability, and a team player mindset that aligns with SEI's values.

SEI

Business and technology management consulting firm

About SEI

SEI provides consulting services focused on business and technology management. The firm works with clients to implement customized solutions and manage critical projects, particularly in sectors like healthcare. SEI's consultants collaborate closely with clients to tackle urgent and complex challenges, ensuring that each solution is specifically designed to meet the client's needs. Unlike many competitors, SEI is employee-owned, which fosters a strong commitment to client success and service quality. The company's goal is to enhance organizational performance through effective technology use and strategic planning, while also expanding its presence in various locations, including a new office in Charlotte.

Cincinnati, OhioHeadquarters

1992Year Founded

$705.3KTotal Funding

EARLY_VCCompany Stage

Consulting, Enterprise SoftwareIndustries

501-1,000Employees

Benefits

Flexible Work Hours

Remote Work Options

Risks

Increased competition from AI-adopting firms challenges SEI's market position.

Economic uncertainties may reduce budgets for consulting services, impacting SEI's revenue.

Rapid technological changes require continuous adaptation, straining SEI's resources.

Differentiation

SEI is employee-owned, enhancing commitment and service quality.

SEI offers tailored solutions, ensuring client-specific business and technology strategies.

SEI has a strong presence in multiple locations, including a new Charlotte office.

Upsides

SEI benefits from increased demand for digital transformation consulting post-pandemic.

Growing interest in employee-owned models boosts SEI's employee engagement and retention.

SEI's partnership with Canoe enhances its alternative investment data management capabilities.

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