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Client Support Specialist

Novus

Entry levelOn-siteOaks, PA, USA

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About Novus

SEI is a technology and asset management company.

What you'd do

Handle inbound inquiries from clients
Support Relationship Managers' activities
Provide guidance on investment capabilities
Contribute to sales and advisor engagement

What they're looking for

1 year in financial services support
Bachelor's degree or 2 years at SEI
Current Series 65 or 66 license
Strong communication and problem-solving