Dealer and Investment 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'll do:
'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
Physical Demands and Work Environment:
While performing the duties of this job, the work environment may require an individual to move around the office and from building to building which may expose the individual to weather conditions outside. The individual has to be able to sit or be stationary at a computer and use computers for extended periods of time and occasionally lift and/or move up to 20 pounds. The noise level in the environment is moderate and the individual must be able to communicate and exchange information with people in person and over the telephone and email.
Position Requirements
What you bring to the table:
'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 Access are a plus.
Attributes we value:
'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
Please be aware that SEC Rule 206(4)-5 "Political Contributions by Certain Investment Advisers" (the "Rule") may place certain restrictions on certain subsidiaries of SEI as a result of your past and future political contributions. Therefore, an offer for this position may be contingent on you providing SEI, a completed questionnaire regarding political contributions made by you and members of your household, and that SEI may reject your application if SEI determines in its sole discretion that the effect of such political contributions under the Rule could have an adverse impact on SEI's current or prospective business activities and strategies. Any misrepresentation of or omission of any contributions from this information request, will be cause for your rejection or dismissal from employment.
SEI is an Equal Opportunity Employer and so much more?
Now in its 50th year, SEI is a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our Oaks, PA office encompasses 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, access to thriving employee networks and an opportunity to become an elite ping-pong player during break periods.
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.

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