High-Net-Worth Client Services Analyst
sei investmentsOaks, PA
High-Net-Worth Client Services Analyst
sei investmentsOaks, PA
5 days ago
Occupations
Securities, Commodities, and Financial Services Sales AgentsPersonal Financial AdvisorsFinancial and Investment AnalystsIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesAbout 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.
Matching similar jobs
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
Tired of running searches?
Rank the roles you'd take once, and matches like these arrive on their own.
CREATE PROFILE (opens in a new tab)