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About the role

SEI Investments Company is seeking an entry-level Middle Office Regional Consultant to support RIAs, Banks, Money Managers and the SEI Wealth Network. You will handle high-touch client interactions, provide back-office support, and ensure accurate processing of investment requests. Responsibilities include educating clients on best practices, coordinating with sales and SEI Private Trust, and maintaining confidentiality while upholding AML and privacy guidelines. Training is provided.

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JOB OVERVIEW

Experience level

Junior

Location

Oaks, PA

Occupation

Securities, Commodities, and Financial Services Sales Agents

Industry

Portfolio Management and Investment Advice

Posted

5 days ago

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