Client Services Specialist III, Collective Investment Trust Officer

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

📋 Description

• Serve as the main contact and subject matter expert for investment manager clients during the implementation of new business and throughout ongoing service relationships.

• Support clients with Collective Investment Trust projects and initiatives, focusing on alternative assets.

• Develop project plans and facilitate conference calls to coordinate the legal establishment, operational setup, and launch of CITs.

• Establish processes and practices to effectively and accurately advance the business.

• 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 fulfill client requirements.

• Participate in product development conversations with SEI, investment manager clients, and other stakeholders to create and implement solutions for alternative asset classes in the 401(k) market.

⛳️ Requirements

• A BS/BA degree in business, finance, or a related field, or equivalent education and professional experience.

• A minimum of 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.

• Proficiency in MS Office is required.

• Knowledge of alternative investment products is desirable.

• Experience in project management is preferred.

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

• A self-starter with excellent decision-making abilities.

• Strong oral and written communication skills.

• Detail-oriented with the ability to work independently or collaboratively with team members to meet deadlines.

• Consistent and reliable attendance in alignment with position, business, and/or client needs.

• Capability and motivation to learn new concepts and systems and apply them to daily work tasks.

• Ability to collaborate effectively with both internal and external stakeholders.

• Flexibility to adapt to changing client needs.

• Proficient in working within a team environment.

• Demonstrates curiosity, critical thinking, and attention to detail.

🏝️ Benefits

• Comprehensive healthcare benefits including medical, dental, vision, prescription, wellness, EAP, and FSA.

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

• 401(k) matching contributions.

• Education assistance and tuition reimbursement support.

• Commuter benefits available.

• Up to 11 paid holidays annually.

• 21 days of paid time off (PTO) per year, pro-rated for new hires, increasing with tenure.

• Paid parental leave offered.

• Backup childcare arrangements provided.

• Paid volunteer days to encourage community involvement.

• Discounted stock purchase plan available.

• Various investment options offered.

• Access to employee networks for support and connection.

• Flexible Paid Time Off (PTO) policies.

• Professional development opportunities and sessions.

• Flexible work arrangements to accommodate different needs.