Client Service Representative

Join our innovative team at SEI’s Institutional Group, where we’re on a mission to redefine the way institutional investors—like corporations, endowments, hospitals, and government bodies—manage their investments. We’re a group that loves to take initiative and embraces a hands-on approach at every level.

What you will do:

As a key member of our team, you’ll work closely with our Client Portfolio Managers to provide top-notch service and solutions to our clients. You’ll be the go-to person for an assigned group of institutional clients, helping to manage their investment portfolios and ensuring their needs are met with professionalism and expertise.

Your role will involve:

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.

What you bring to the table:

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.
Experience and familiarity with Asset Management, investments and institutional client base is strongly preferred.
Ability to obtain SIE, Series 7, and 63 licenses post-hire.
Proficiency in Microsoft Office and strong communication skills.
This position is based in Oaks, PA, with a hybrid work schedule and occasional travel.

Attributes we value:

Eagerness to learn and tackle client challenges.
Strong communication and organizational skills.
Strong interpersonal skills and a knack for problem-solving.
Attention to detail and the ability to manage multiple tasks effectively.
A team player who contributes to our collective goals.
Someone 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/