Seic
Client Services Specialist III, Collective Investment Trust Officer
USA - PA - Oaks · Mid
Sponsorship not specified$90k-$120kDetected 30 days ago
Project ManagementCommunicationCollaborationCritical ThinkingMicrosoft Office
About the role
- The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Collective Investment Trust ("CIT") team.
- SEI's CIT Team is responsible for establishing and maintaining collective investment trusts under the rules of its direct regulator and standards of the Department of Labor, Internal Revenue Service and other regulatory bodies.
- This team works closely with internal divisions including the ITA, IFS, Compliance, Legal, etc.
Responsibilities
- Establish project plans and lead conference calls with various parties to coordinate the legal establishment, operational setup and launch of a CIT
- Strategically assist with the creation of processes or practices that will drive our business forward in an accurate and efficient manner.
- Manage or assist management with other CIT related projects
- Collaborate with team members to support the needs of our clients as they arise.
- You will have the opportunity to partner with a diverse team and grow your career.
- Curiosity, critical thinking and attention to detail: Whether it's to identify a solution to a problem or possibly help implement a more efficient process or procedure, your skills have a place in our business.
- We are a technology and asset management company delivering on our promise of building brave futures (SM)-for our clients, our communities, and ourselves.
- Come build your brave future at SEI.
- Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce.
Requirements
- Positivity and collegial approach in assisting both colleagues and clients and the ability to work in team environment.
Nice to have
- 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
Compensation
- The base salary for this position is $90,000-120,000
Benefits
- We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.
- Collective investment trusts are pooled investment vehicles, comparable to mutual funds, that are designed exclusively for use by retirement plan investors.
Company info
- At SEI, we're (literally) invested in your success.
Equal opportunity
- SEI is an Equal Opportunity Employer and so much more…
This listing is sourced directly from Seic's careers page and normalized into a canonical job model.