Client Services Specialist III, Collective Investment Trust Officer

SEI

. Act as the primary point of contact and subject matter expert for investment manager clients through new business implementation and ongoing service relationships .

Posted 9/21/2026full-timeRemote • United StatesSeniorLead💰 $90,000 - $120,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing client relationships and project implementation for Collective Investment Trusts, with a strong focus on alternative investment products and effective communication with stakeholders.

Highest-signal resume keywords

Collective Investment TrustsAlternative Investment ProductsProject ManagementFinancial Services ExperienceMS Office Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Project ManagementData AnalysisInvestment ManagementFinancial AnalysisClient Relationship Management

Soft Skills

Decision-MakingCommunication SkillsDetail-OrientedCuriosityCritical Thinking

Tools & Technologies

GenevaInvestierInvestranInvestOne

Industry Keywords

Financial ServicesEmployee BenefitsTrust AdministrationPooled Investment VehiclesFund of Fund Operations

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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