Be the initial point of contact for customer service for PWM clients and escalate as needed.
Build and maintain strong client relationships.
Assist in the implementation of a goals-based plan and supporting investments.
Provide management and oversight of client advisory projects.
Execute and oversee investment-related operational activities (i.e., client start-up, investment implementations and distributions).
Maintain and produce cash flow analyses for clients.
Work with Advice and Service team members to deliver cohesive goals-based advice to clients.
Construct client materials as needed.
What we need from you:
Bachelor's degree from an accredited college/university with a Finance/Accounting or business focus.
A minimum of 2 years' experience in the industry preferred; new college graduates accepted.
Series 65 licensing or willingness to attain.
CFP® candidate preferred, but not required.
Ability to effectively explain complex concepts in understandable terms.
Detailed oriented, flexible, and self-motivated.
Excellent communication and presentation skills.
Strong proficiency in Microsoft suite (Outlook, Excel, Word, PowerPoint, Copilot), with a demonstrated track record of artificial intelligence initiative.
What we would like from you:
Positive attitude and intellectual curiosity, with initiative to improve processes and implement technology.
High attention to detail, with strong organizational and analytical skills.
Ability to manage multiple priorities under tight deadlines.
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/
The base salary pay for this role is $60,000 - $80,000 per year. This position will also be eligible to earn a discretionary bonus each year, subject to company approval.
SEI's competitive advantage:
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...
AI Acceptab
Benefits
Health insuranceDental insuranceVision insurance401(k)Paid time offFlexible scheduleEquity / stock optionsPerformance bonusParental leave
Additional Information
The Asset Management organization has an immediate opening for an Account Manager to play a central role in the growth of SEI's Private Wealth Management business. SEI Private Wealth Management (PWM) is a multi-family office, which delivers an innovative and complete wealth management offering to high-net-worth and ultra-high-net-worth individuals and families.
This position requires a highly organized individual who can balance many tasks and deliver high-quality work within deadlines. The Account Manager is responsible for delivering an exceptional client experience and operational support to Wealth Advisors and our clients. The role serves as the primary point of contact for client service needs, account administration, and operational processes, while coordinating advisory and investment-related processes with accuracy, professionalism, and discretion.
This role is based out of our Seattle, WA location.
Seic · Usa, WA