Client Services Specialist III, Collective Investment Trust Officer

🔥 13 hours ago

🐊 Florida – Remote

🐊 Florida – Remote

💵 $90k - $120k / year

⏰ Full Time

🟠 Senior

🔴 Lead

📁 Client Services

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

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SEI

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💸 Finance

💳 Fintech

🏢 Enterprise

Finance • Fintech • Enterprise

SEI is a company that delivers technology and investment solutions aimed at connecting the financial services industry. It provides services in investment processing, operations, and asset management, working with corporations to drive financial growth and change. SEI is also committed to diversity, equity, and inclusion, and seeks dynamic talent to join its diverse teams. The company has a range of career opportunities, including early career and entry-level positions, across its operations in the U. S. , U. K. , and Ireland.

📋 Description

• Act as the primary point of contact and subject matter expert within SEI for various investment manager clients through new business implementation and ongoing service relationships • Assist clients with executing Collective Investment Trust-related projects or initiatives, with an emphasis on alternative assets • Establish project plans and lead conference calls to coordinate the legal establishment, operational setup and launch of a CIT • Strategically assist with creating processes or practices that drive the business forward accurately and efficiently • Gather data and prepare and present new client product developments to the Trust New Business Committee for Trust Company approval • Manage or assist management with other CIT-related projects • Collaborate with team members to support client needs • Participate in IMS and corporate professional development sessions and identify processes across the division and organization

🎯 Requirements

• BS/BA degree in business, finance or related field, or the equivalent in education and work experience • Minimum 8 years of experience in Financial Services, Employee Benefits, Investments, or Trust Administration, is preferred • An understanding of Geneva, Investier, Investran, and/or InvestOne is preferred • Proficient in MS Office • Knowledge of alternative investment products is desired • Project management experience is preferred • Knowledge of collective investment trusts, fund of fund operations, or other pooled investment vehicles is preferred • Self-starter with outstanding decision making skills • Good oral and written communications skills • Detailed oriented and the ability to work independently or with team members to meet deadlines • Regular and reliable attendance in accordance with position, business and/or client needs • A drive to broaden one’s knowledge of the financial services industry by learning new concepts and systems and taking the initiative to apply it to daily work assignments • Collaboration with internal and external stakeholders • Positivity and collegial approach in assisting both colleagues and clients and the ability to work in team environment • Curiosity, critical thinking and attention to detail • Embody SEI Values of courage, integrity, collaboration, inclusion, connection and fun

🏖️ Benefits

• comprehensive care for your physical and mental well-being • a strong retirement plan • tuition reimbursement • support for working parents • flexible Paid Time Off (PTO) • 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