Dealer and Investment Services Representative

Sei Investments Company - Oaks, PA

Full-time - Entry Level

Remote - Oaks, PA

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Dealer and Investment Services Representative will support and service prospective and current investors, financial intermediaries, and marketing efforts for various mutual fund and alternative investment clients. This role involves handling inbound and outbound calls, managing dealer agreement requests, and participating in team initiatives and training to enhance industry knowledge and communication skills.

Responsibilities

• Respond to inbound call and correspondence requests
• Make outbound calls to financial intermediaries
• Assist in the dealer agreement process
• Participate in periodic Dealer and Investor Services team initiatives, projects, and training
• Keep current with industry knowledge and best practices to effectively communicate with investors and intermediaries

Requirements

• B.S./B.A in Business, Communications, related field or equivalent work experience
• Minimum of 1 year industry related experience, with prior contact center experience or brokerage experience a plus
• FINRA Series 6/7 and 63 required, or ability to obtain within 90 days
• Experience with Excel and SharePoint are a plus

Nice-to-haves

• Ability and desire to excel at prospecting by telephone
• Adaptability to work in an open floor environment
• Excellent written and verbal communication skills as well as strong presentation skills

Benefits

• 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
• 16 days PTO/year pro-rated for new hires which increases over time
• Paid parental leave
• Back-up childcare arrangements
• Paid volunteer days
• Discounted stock purchase plan
• Investment options
• Access to thriving employee networks