Client Services Specialist III, Collective Investment Trust Officer

🔥 2 minutes ago

🇺🇸 United States – Remote

💵 $90k - $120k / year

⏰ Full Time

🟠 Senior

🔴 Lead

📁 Client Services

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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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 for investment manager clients through new business implementation and ongoing service relationships • Assist clients with Collective Investment Trust projects and initiatives, emphasizing alternative assets • Establish project plans and lead conference calls to coordinate the legal establishment, operational setup, and launch of CITs • Create processes and practices to 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 • Engage in product development discussions with SEI, investment manager clients, and other stakeholders to develop and implement solutions for alternative asset classes in the 401(k) market

🎯 Requirements

• BS/BA degree in business, finance, or related field, or equivalent education and work experience • Minimum 8 years of experience in Financial Services, Employee Benefits, Investments, or Trust Administration is preferred • 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 communication skills • Detail-oriented and able to work independently or with team members to meet deadlines • Regular and reliable attendance in accordance with position, business, and/or client needs • Ability and initiative to learn new concepts and systems and apply them to daily work assignments • Ability to collaborate with internal and external stakeholders • Ability to work flexibly as client needs change • Ability to work in a team environment • Curiosity, critical thinking, and attention to detail

🏖️ Benefits

• Comprehensive healthcare including medical, dental, vision, prescription, wellness, EAP, and FSA • Life and disability insurance, with premiums paid for base coverage • 401(k) match • Education assistance and tuition reimbursement • Commuter benefits • Up to 11 paid holidays per year • 21 days PTO per year, pro-rated for new hires, increasing over time • Paid parental leave • Back-up childcare arrangements • Paid volunteer days • Discounted stock purchase plan • Investment options • Access to employee networks • Flexible Paid Time Off (PTO) • Professional development sessions • Flexible work arrangements