Client Services Specialist III, Collective Investment Trust Officer

This is a fully remote position, open to applicants in Florida.

📋 Description

• Serve as the main contact and subject matter expert at SEI for a variety of investment manager clients during new business implementation and ongoing service interactions.

• Support clients in executing projects or initiatives related to Collective Investment Trusts, particularly focusing on alternative assets.

• Develop project plans and facilitate conference calls to manage the legal establishment, operational setup, and launch of a CIT.

• Strategically aid in the creation of processes or practices that enhance business efficiency and accuracy.

• Collect data and prepare presentations on new client product developments for the Trust New Business Committee to secure Trust Company approval.

• Oversee or assist management with additional CIT-related projects.

• Collaborate with team members to address client requirements effectively.

• Engage in IMS and corporate professional development sessions while identifying processes across the division and organization.

⛳️ Requirements

• Bachelor’s degree in business, finance, or a related field, or an equivalent combination of education and experience.

• At least 8 years of experience in Financial Services, Employee Benefits, Investments, or Trust Administration is preferred.

• Familiarity with Geneva, Investier, Investran, and/or InvestOne is preferred.

• Proficient in Microsoft Office Suite.

• Knowledge of alternative investment products is preferred.

• Experience in project management is desirable.

• Understanding of collective investment trusts, fund of fund operations, or other pooled investment vehicles is a plus.

• Self-motivated with excellent decision-making capabilities.

• Strong verbal and written communication skills.

• Detail-oriented with the capability to work independently or collaboratively to meet deadlines.

• Consistent and reliable attendance aligned with the demands of the position, business, and/or client needs.

• Eagerness to expand knowledge of the financial services industry by learning new concepts and systems and proactively applying them to day-to-day tasks.

• Ability to collaborate effectively with internal and external stakeholders.

• Positive demeanor and a collegial attitude when assisting both colleagues and clients, thriving in a team environment.

• Curiosity, critical thinking, and a keen attention to detail.

• Uphold SEI’s values of courage, integrity, collaboration, inclusion, connection, and enjoyment.

🏝️ 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 options including medical, dental, vision, prescription, wellness, EAP, and FSA.

• Life and disability insurance with premiums covered for base coverage.

• 401(k) matching.

• Education assistance.

• Commuter benefits.

• Up to 11 paid holidays per year.

• 21 days of PTO per year, pro-rated for new hires, increasing over time.

• Paid parental leave.

• Backup childcare arrangements.

• Paid volunteer days.

• A discounted stock purchase plan.

• Investment options.

• Access to thriving employee networks.