{"id":2371367,"url":"https://alion.io/job/sei-client-support-specialist","title":"Client Support Specialist","company":{"id":704150,"name":"SEI","domain":"seic.com","url":"https://alion.io/company/sei-4","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":81,"open_postings":20,"ghost_share":0,"stale_share":0.75,"repost_share":0,"time_to_fill_p50_days":37,"computed_at":"2026-10-13T05:45:00Z"}},"role":"Customer Success","role_family":"Customer Success","seniority":"junior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Oaks, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":37000,"max_usd":72000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":1000},"experience_years_min":1,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-10-12T17:41:40Z","employer_posted_date":"2026-10-12","last_verified_at":"2026-10-13T02:35:55Z","board_verified":true,"closed_at":null,"days_open":0,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":0},"description":"SEI’s Wealth business is seeking a Client Support Specialist to join our Sales and Client Team, supporting advisors and firms within the Independent Broker/Dealer (IBD) market. This early-career role is designed for individuals looking to build a strong foundation in sales, client experience, and the financial services industry.\nAs a Client Support Specialist, you will serve as the primary internal point of contact for existing IBD firms and focus efforts on driving engagement with SEI’s platform and capabilities. You will support inbound requests from Relationship Managers while gaining the investment product, technology platform, and advisory business knowledge required to advance into roles across the Sales and Client Team.\nThis is a high-energy, high-activity role suited for individuals who are proactive, goal-oriented, and passionate about supporting growth in a dynamic sales environment.\nThis role reports to the Manager of Inside Sales and is SEI Headquarters based in Oaks, Pennsylvania.\nWhat you will do:\nServe as the day-to-day internal contact for assigned advisors and firms in the Independent Broker/Dealer channel.\n\nSupport Relationship Managers by handling inbound inquiries and executing follow-up activities.\n\nProvide exceptional experience, service, and guidance to advisor-clients, helping them implement SEI’s investment, custody, and wealth-technology capabilities.\n\nDevelop expertise in positioning SEI’s solutions in the context of advisor needs and opportunities.\n\nContribute to new business development by supporting sales activity and advisor engagement.\n\nWork collaboratively within a team environment while independently managing tasks and priorities.\n\nWhat we need from you:\nA minimum of 1 year of experience in financial services client sales and service support, with direct experience in independent Broker/Dealer channel sales strongly preferred.\n\nBachelor’s degree in Business, Finance, Economics or in a related field, or minimum of 2 years’ SEI experience in lieu of degree.\n\nCurrent NASAA Series 65 or Series 66 license or ability to acquire within 90 days.\n\nExperience in multi-channel communication mediums, including virtual meetings, live video, recorded video, phone, and email.\n\nStrong time-management, prioritization, and organizational skills, with a track record of meeting or exceeding expectations.\n\nAbility to think critically, collaborate effectively, influence decision-making, and solve problems.\n\nExcellent written and verbal communication skills, with history of strong client satisfaction.\n\nSelf-starter mentality with eagerness to learn and openness to coaching.\n\nWhat we would like from you:\n\nSomeone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information. https://www.seic.com\n\nPlease be aware that SEC Rule 206(4)-5 “Political Contributions by Certain Investment Advisers” (the “Rule”) may place certain restrictions on certain subsidiaries of SEI as a result of your past and future political contributions. Therefore, an offer for this position may be contingent on you providing SEI, a completed questionnaire regarding political contributions made by you and members of your household, and that SEI may reject your application if SEI determines in its sole discretion that the effect of such political contributions under the Rule could have an adverse impact on SEI’s current or prospective business activities and strategies. Any misrepresentation of or omission of any contributions from this information request, will be cause for your rejection or dismissal from employment.\nSEI’s competitive advantage:\nTo help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about.\nBenefits include 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 and more.\nWe are a technology and asset management company delivering on our promise of building brave futures (SM)-for our clients, our communities, and ourselves. Come build your brave future at SEI.\nThe position title reflected in this job description is aligned with SEI's current internal job architecture. As part of SEI's role and career framework, internal job titles may not directly correspond to external market titles and may differ from titles previously assigned during an employee's tenure or at the time of hire.\n SEI is an Equal Opportunity Employer and so much more…\nAfter over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we’re (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.\nSEI is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.\nAI Acceptable Use in the application and interview process:\nSEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals’ personal and professional lives. If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please ensure you have reviewed and adhere to our AI use guidelines.","description_format":"text","description_chars":6462,"description_truncated":false,"requirements":{"experience_years_min":1,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Education assistance","Parental leave","Retirement plans"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Asset Management & Funds","Financial Software & Embedded Finance","Custody & Fund Administration"],"lifecycle":[{"event":"open","at":"2026-10-12T17:41:40Z"}],"visa":[],"liveness":{"score":60,"band":"ok","label":"Likely open","p_open":1,"p_active":0.602,"p_room":1,"age_days":0,"expected_fill_days":37,"reasons":["conf:3","stale_co","win:early","comp:junior,brand"],"computed_at":"2026-10-13T05:45:00Z"},"pay":null,"html_url":"https://alion.io/job/sei-client-support-specialist","json_url":"https://alion.io/job/sei-client-support-specialist.json","meta":{"generated_at":"2026-10-13T12:20:03Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":19157,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-14T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":704150},"rest":"https://alion.io/mcp/rest/get_company?id=704150"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fsei-client-support-specialist"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fsei-client-support-specialist"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fsei-client-support-specialist"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/sei-client-support-specialist\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fsei-client-support-specialist"}]}