About this role
Account Manager at Seic. Location: Seattle, Washington, United States. Role: Serve clients, Coordinate investments, Produce reports Requirements: Bachelor’s degree in Finance/Accounting or business; 2+ years industry experience; Series 65 licensing or willingness to attain; CFP candidate preferred; strong communication; detail-oriented; proficient in Microsoft suite; experience with AI initiatives. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Office, Copilot, AI tools Certifications: series 65, cfp Commitment: Full Time Workplace: Onsite Languages: English