SIDCO Dealer And Investor Services Representative The SIDCO Dealer and Investor Services Team has an opening for a representative to provide support and service for prospective and current investors, financial intermediaries and the marketing efforts of our various mutual fund and alternative investment clients. You will be responsible for handling inbound calls and correspondence, making outbound calls in support of outbound call campaigns, completing dealer agreement requests, and other team projects.
What you will do:
  • Respond to inbound call and correspondence requests
  • 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
What we need from you: 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. What we would like from you: 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 skillsSEI'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, 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, 16 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.

Also on the board Same function, level within a rung

Level

Junior

Location

Mont Clare, PA

Occupation

Securities, Commodities, and Financial Services Sales Agents

Industry

Investment Banking and Securities Intermediation

Posted

today

Apply for this role →