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Wealth Client Support & Engagement Specialist
Job in
Oaks, Montgomery County, Pennsylvania, 19456, USA
Listed on 2026-06-15
Listing for:
SEI Investments Company
Full Time
position Listed on 2026-06-15
Job specializations:
-
Finance & Banking
Financial Sales, Banking & Finance -
Sales
Financial Sales, Banking & Finance
Job Description & How to Apply Below
SEI Investments Company in Oaks, Pennsylvania is hiring a Client Support Specialist to join its Sales and Client Team. This early-career role supports advisors in the Independent Broker/Dealer market, driving engagement with SEI’s platform.
The ideal candidate will possess a strong foundation in financial services client sales, communication skills, and a proactive approach. SEI offers extensive benefits, including a hybrid working model, healthcare, and generous paid time off.
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