Client Support Specialist - Upper Providence Township

Only for registered members Upper Providence Township, United States

1 day ago

Default job background
Full time

Job summary

As 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.

Responsibilities

  • Serve as the day-to-day internal contact for assigned advisors and firms in the Independent Broker/Dealer channel.
  • Support Relationship Managers by handling inbound inquiries and executing follow-up activities.

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