SEI · 1 day ago
Client Service Representative
Oaks, PA
Full-time
Hybrid
Mid Level
3+ years expSEI is an innovative technology and asset management company focused on redefining investment management for institutional investors. The Client Service Representative will work closely with Client Portfolio Managers to provide exceptional service to clients, manage their investment portfolios, and support strategic initiatives.
ConsultingFinancial ServicesFunding PlatformInformation TechnologyVenture Capital
Responsibilities
Building and implementing client strategies alongside senior team members
Being the primary point of contact for clients, handling inquiries, and ensuring their requests are met efficiently
Creating tailored presentations for client meetings, focusing on strategy, market trends, and compliance
Collaborating with internal teams to advocate for your clients and achieve their investment goals
Supporting high-level strategic, retention, and growth initiatives
Qualification
Required
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 and will tailor the position accordingly
Ability to obtain SIE, Series 7, and 63 licenses post-hire
Proficiency in Microsoft Office and strong communication skills
Preferred
Experience and familiarity with Asset Management, investments and institutional client base is strongly preferred
Benefits
Comprehensive care for your physical and mental well-being
A strong retirement plan
Tuition reimbursement
A hybrid working environment for most roles
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
Up to 11 paid holidays/year
21 days PTO/year pro-rated for new hires which increases over time
Paid parental leave
Back-up childcare arrangements
Paid volunteer days
A discounted stock purchase plan
Investment options
Access to thriving employee networks
Company
SEI
SEI (NASDAQ:SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry.
1001-5000 employees
H1B Sponsorship
SEI has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (78)
2024 (28)
2023 (45)
2022 (70)
2021 (22)
2020 (39)
Funding
Current Stage
Public CompanyTotal Funding
unknown1981-04-03IPO
Leadership Team
Alfred West, Jr.
Founder & Chief Executive Officer
Ryan Hicke
Chief Executive Officer
Recent News
2025-12-04
2025-10-25
Company data provided by crunchbase