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Client Service Representative

Novus

Mid levelHybridOaks, PA, USA

Ready to help clients grow their investments?

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About Novus

SEI’s a technology and asset management company redefining how institutional investors manage their investments.

What you'd do

Build and implement client strategies
Handle client inquiries and requests
Create tailored presentations for meetings
Collaborate with internal teams for client success

What they're looking for

4-year degree in Finance, Math or Business
3-5 years of relevant experience
Understanding of Asset Management and institutional clients
Ability to obtain SIE, Series 7, and 63 licenses

Perks

Comprehensive healthcare benefits
Strong retirement plan
Tuition reimbursement and education assistance