SEI · 1 day ago
Client Service Professional
Oaks, PA
Full-time
Hybrid
New Grad, Entry LevelSEI is a leading global provider of investment processing and management solutions, and they are seeking a Client Service Professional to enhance client experiences through support and education. This role involves being the primary liaison for client communication, resolving inquiries, and educating clients on best practices while fostering collaboration within the Private Banking Team.
FinanceConsultingInformation TechnologyVenture CapitalFinancial ServicesFunding Platform
Responsibilities
You will be the primary liaison between SEI and multiple Firms each business day to support SEI products and services and promote a superior Firm experience
Respond quickly and effectively to resolve Client incidents, inquiries, and service issues and identify opportunities for service improvements
Leverage the knowledge of SEI services and relationships within SEI, including Service Managers, Relationship Managers, SEI Trust Company, and Technology Support, to deliver world-class quality services each day for multiple Firms
Assume accountability to address, monitor, and resolve assigned Firm incidents and issues
Educate Firms in person and virtually on SEI Private Banking’s continuous improvement and best practice initiatives through a passionate understanding of SEI’s values and goals
Assist in educating client in implementing best practices
Participate in account planning, coordination, and execution of projects within your client team and within the market unit. Assist in cross selling initiatives
Participate in conversions and solution/service installations
Build positive and collaborative relationships within the Client Service Team and the Private Banking Market Unit and with other SEI colleagues
Keep abreast of new services and evolving industry standards and developments
Contribute to a welcoming, supportive, and positive team environment
Support an array of solutions and services offered within Private Banking
Proactively communicate with the Client on all matters that affect the delivery of quality service
Qualification
Required
Strong Communication Skills – both written and oral, including technical writing skills
High Energy, Flexibility, and Grace Under Pressure –ability to handle multiple projects simultaneously
Service Values – compassion, responsiveness, accountability, commitment to Quality, Accuracy, and Completeness
Passion for Learning and the Ability to Work Independently – the desire and skill to aggressively and tenaciously search out and bring to conclusion answers and solutions
Ability and readiness to travel up to 15%
Knowledge of securities and investment processing
Project Management skills, Critical thinking and Problem solving skills
Professionalism and leadership skills
Organized and detail-oriented
Experience with MS Office Suite of applications
Preferred
Knowledge of Trust Operations environment
Benefits
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.
Founded in 1968
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
The Motley Fool
2026-01-19
2026-01-09
Company data provided by crunchbase