SEI is seeking a Client Experience Associate to join the team and drive engagement and sales development with SEI's evolving suite-of-solutions and services across the Registered Investment Adviser (RIA) channel of SEI's Wealth Advisor business.
Requirements
- Minimum of 2 years of experience in financial services client sales and service support
- Bachelor's degree in Business, Finance, Economics or in a related field, or minimum of 2 years' SEI experience in lieu of degree
- Current NASAA Series 65 or Series 66 license or ability to acquire within 90 days
- Experience in multi-channel communication mediums
- Outstanding time-management and organizational skills
- Talent to thrive in a fast-paced environment and work both within a team and independently as a self-starter
Benefits
- Comprehensive care for physical and mental well-being
- Strong retirement plan
- Tuition reimbursement
- Hybrid working environment
- Support for working parents
- Flexible Paid Time Off (PTO)
- Healthcare (medical, dental, vision, prescription, wellness, EAP, FSA)
- Life and disability insurance (premiums paid for base coverage)
- 401(k) match
- Education assistance
- Commuter benefits
- Paid holidays
- Paid parental leave
- Back-up childcare arrangements
- Paid volunteer days
- Discounted stock purchase plan
- Investment options
- Access to thriving employee networks
