Client Experience Associate - Oaks - SEI Investments

    SEI Investments
    SEI Investments Oaks

    6 hours ago

    Description

    Job Description

    The Client Experience Associate will drive engagement and sales development with SEI's evolving suite-of-solutions and services across the Registered Investment Adviser (RIA) channel.

    • Acquisition/onboarding/activation of new client relationships
    • Development and increasing share-of wallet of existing client relationships

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