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Advisor Engagement & Client Support Specialist

Job in Erie, Erie County, Pennsylvania, 16501, USA
Listing for: SEI Investments Company
Full Time position
Listed on 2026-02-19
Job specializations:
  • Customer Service/HelpDesk
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm seeks a Client Support Specialist to enhance engagement with advisors and assist in the management of client inquiries. The ideal candidate will have strong customer service skills, at least one year of experience in financial services, and effective communication abilities. This position requires a proactive individual who can thrive in a dynamic environment and contribute to the team’s success.

The firm offers comprehensive benefits and a supportive culture.
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