Top 48 Sei investments Jobs in Oaks, Pa

Client Service Representative
SEI Investments —Oaks, PA
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
- Commuter assistance
- Paid parental leave
10d
Client Support Specialist
SEI Investments —Oaks, PA
- Full-time
- Finance
- Bachelor's degree
- Experience equivalent to degree accepted
- Commuter assistance
- Paid parental leave
10d
Relationship Manager
SEI Investments —Oaks, PA
- Full-time
- Word processing
- Computer literacy
- Business development experience
- Commuter assistance
- Paid parental leave
10d
Director, Relationship Manager
SEI Investments —Oaks, PA
- Full-time
- Office
- Finance
- Bachelor's degree
- Commuter assistance
- Paid parental leave
10d
Legal Services Manager
SEI Investments —Oaks, PA
- Full-time
- Writing skills
- Mid-level
- Bachelor's degree
- Commuter assistance
- Paid parental leave
10d
Account Executive
SEI Investments —Oaks, PA
- Full-time
- Mid-level
- Office
- Finance
- Commuter assistance
- Paid parental leave
10d
Operations Analyst, Reconciliation
SEI Investments —Oaks, PA
- Full-time
- Bachelor of Science
- Finance
- Bachelor's degree
- Commuter assistance
- Paid parental leave
10d
Senior Sales Executive
SEI Investments —Oaks, PA
- Full-time
- Up to 50% travel
- Word processing
- Computer literacy
- Commuter assistance
- Paid parental leave
10d
Account Manager
SEI Investments —Oaks, PA
- Full-time
- Mid-level
- Finance
- Bachelor's degree
- Commuter assistance
- Paid parental leave
10d
Operations Analyst, Centralized Operations
SEI Investments —Oaks, PA
- Full-time
- Bachelor of Science
- Research
- Office
- Commuter assistance
- Paid parental leave
10d
Specialist, Proposal Writer
SEI Investments —Oaks, PA
- Full-time
- Mid-level
- Visual & Performing Arts
- 1 year
- Commuter assistance
- Paid parental leave
10d
Personal Trust Officer
SEI Investments —Oaks, PA
- Full-time
- 5 years
- Office
- Analysis skills
- Commuter assistance
- Paid parental leave
10d
Operations Analyst, Separately Managed Accounts
SEI Investments —Oaks, PA
- Full-time
- Bachelor of Science
- Finance
- Bachelor's degree
- Commuter assistance
- Paid parental leave
10d
Operations Analyst - Corrections and Reversals
SEI Investments —Oaks, PA
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Research
- Commuter assistance
- Paid parental leave
10d
Product Owner
SEI Investments —Oaks, PA
- Full-time
- Computer Science
- 5 years
- Bachelor of Science
- Commuter assistance
- Paid parental leave
3d
Program Manager, Facilities
SEI Investments —Oaks, PA
- Full-time
- Hybrid work
- 7 years
- Office
- Bachelor's degree
- Commuter assistance
- Paid parental leave
1d
Voice/ Collaboration Engineer II
SEI Investments —Oaks, PA
- Weekends as needed
- Bachelor of Science
- Mid-level
- Office
- Commuter assistance
- Paid parental leave
10d
AI Architect
SEI Investments —Oaks, PA
- Full-time
- Databases
- Mentoring
- Senior level
- Commuter assistance
- Paid parental leave
10d
Product Manager- Alternative Accounting
SEI Investments —Oaks, PA
- Full-time
- Hybrid work
- Office
- Analysis skills
- Continuous improvement
- Commuter assistance
- Paid parental leave
10d
Service Analyst I, Dealer & Investor Services
SEI Investments —Oaks, PA
- Full-time
- Bachelor of Science
- Office
- SharePoint
- Commuter assistance
- Paid parental leave
10d

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Client Service Representative

SEI Investments -
Oaks, PA

Apply Now

Job Details

Full-time
10 days ago

Benefits

Commuter assistance
Paid parental leave
Employee stock purchase plan
Paid holidays
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Tuition reimbursement
Paid time off
Parental leave
Employee assistance program
Vision insurance
401(k) matching
Life insurance

Qualifications

Bachelor's degree
Productivity software

Full Job Description

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’ll 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/

SEI’s competitive advantage:

To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about.

Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401(k) match, education assistance, commuter benefits, up to 11 paid holidays/year, 21 days PTO/year pro-rated for new hires which increases over time, paid parental leave, back-up childcare arrangements, paid volunteer days, a discounted stock purchase plan, investment options, access to thriving employee networks and more.

We are a technology and asset management company delivering on our promise of building brave futures (SM)—for our clients, our communities, and ourselves. Come build your brave future at SEI.

SEI is an Equal Opportunity Employer and so much more…

After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we’re (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.

SEI is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.

AI Acceptable Use in the application and interview process:

SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals’ personal and professional lives. If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please ensure you have reviewed and adhere to our AI use guidelines .

Apply Now

Refine Your Search

sei investments jobs in oaks, pa

Client Service Representative

Client Support Specialist

Relationship Manager

Director, Relationship Manager

Legal Services Manager

Account Executive

Operations Analyst, Reconciliation

Senior Sales Executive

Account Manager

Operations Analyst, Centralized Operations

Specialist, Proposal Writer

Personal Trust Officer

Operations Analyst, Separately Managed Accounts

Operations Analyst - Corrections and Reversals

Product Owner

Program Manager, Facilities

Voice/ Collaboration Engineer II

AI Architect

Product Manager- Alternative Accounting

Service Analyst I, Dealer & Investor Services

I want to receive the latest job alert for sei investments in oaks, pa

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