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Client Support Specialist — Advisor Experience & Growth
Job in
Oaks, Montgomery County, Pennsylvania, 19456, USA
Listed on 2026-07-30
Listing for:
041 SEI Investments Management Corporation
Full Time
position Listed on 2026-07-30
Job specializations:
-
Sales
Financial Sales -
Finance & Banking
Financial Sales
Job Description & How to Apply Below
041 SEI Investments Management Corporation seeks a Client Support Specialist to support advisors within the Independent Broker/Dealer market. This early-career position is perfect for proactive individuals aiming to build a strong foundation in sales and the financial services industry.
The role involves serving as the primary contact for IBD firms, managing inbound requests, and helping maximize engagement with SEI’s capabilities. A Bachelor's degree and experience in financial client sales are preferred.
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