Remote New

Client Success Associate

SEI
parental leave, paid time off, paid holidays, tuition reimbursement, 401(k), retirement plan
United States, D.C.
Sep 08, 2025
SEI is seeking an Client Success Associate with a strong background in reporting on more complex issues, strong internal and external communication abilities and experience in client service. This role will be integral in our sales process to complete the set up and maintenance of clients on SEI Access. We are looking for an individual who enjoys critical thinking and strives for continuous improvement in what they are working on. What you will do: Provide excellent customer service to new and existing SEI Access clients. Onboard clients to launch both proprietary and 3rd party offerings on SEI Access. Conduct Executive Business Reviews (EBRs) with clients at regular intervals from 3-6 months. Send monthly reports showing number of transactions, advisors using SEI Access, total volume raised, and other relevant metrics. Create and implement strategies to increase SEI Access adoption among client base. Train clients on how to use SEI Access, provide new feature updates, and answer general questions about functionality and use cases. Communicate with clients regularly to ensure a high level of client satisfaction. Occasional domestic travel to visit with clients. Serve as the business liaison between the Firm and its clients for products and services that may require technical integration. Ability to fully explain the Firm's processes and service offerings as applied to client requirements. Update and maintain internal client tracking system and keep accurate record of accounts. Develop inter-department relationships within SEI to drive action and accountability from internal partners. Implement new systems and controls where appropriate. Recommend enhancements to current systems. What we need from you: Financial Service Industry experience preferred Bachelor's degree Ability to manage change and willingness to improve efficiency / scalability within the company Ability to create and present reports regularly Ability to communicate verbally and in writing with diverse groups of people Ability to manage change and willingness to improve efficiency / scalability within the company What we would like from you: The self-motivation and drive to handle multiple client deliverables without sacrificing excellence or quality. Strong customer service skills as you will be communicating daily with internal and external clients. Strong attention to detail, and ability to identify trends in subject matter Willingness to learn rules and regulations surrounding SEC Regulation D The base salary for this role is $50,000 - $60,000 per year. This position will also be eligible to earn incentive compensation based on company performance, subject to company approval. SEI'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, a hybrid working environment for most roles, 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, 21 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. SEI is an Equal Opportunity Employer and so much more... After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our offices encompass 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 and access to thriving employee networks. SEI is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. AI Acceptable Use in the application and interview process: SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals' personal and professional lives. If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please ensure you have reviewed and adhere to our AI use guidelines.