Client Services Specialist III, Collective Investment Trust Officer

SEI

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

Posted 9/16/2026full-timeRemote • Florida • United StatesSeniorLead💰 $90,000 - $120,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing client relationships and executing Collective Investment Trust-related projects, with a strong understanding of alternative investment products and project management. Proficient in collaborating with stakeholders and driving business processes forward efficiently.

Highest-signal resume keywords

Collective Investment Trust ManagementProject Management ExperienceKnowledge of Alternative Investment ProductsFinancial Services Industry ExpertiseProficient in MS Office

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Project ManagementData AnalysisInvestment ManagementTrust AdministrationCollective Investment TrustsFund of Fund OperationsAlternative Assets KnowledgeFinancial AnalysisClient Relationship ManagementProcess Improvement

Soft Skills

Outstanding Decision Making SkillsGood Oral and Written Communication SkillsAttention to DetailCollaborationCuriosity

Tools & Technologies

GenevaInvestierInvestranInvestOneMS Office

Industry Keywords

Financial ServicesEmployee BenefitsInvestmentsTrust AdministrationPooled Investment Vehicles

About the role

Key responsibilities & impact

Act as the primary point of contact and subject matter expert within SEI for various investment manager clients through new business implementation and ongoing service relationships
Assist clients with executing Collective Investment Trust-related projects or initiatives, with an emphasis on alternative assets
Establish project plans and lead conference calls to coordinate the legal establishment, operational setup and launch of a CIT
Strategically assist with creating processes or practices that 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
Participate in IMS and corporate professional development sessions and identify processes across the division and organization

Requirements

What you’ll need

BS/BA degree in business, finance or related field, or the equivalent in education and work experience
Minimum 8 years of experience in Financial Services, Employee Benefits, Investments, or Trust Administration, is preferred
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
Regular and reliable attendance in accordance with position, business and/or client needs
A drive to broaden one’s knowledge of the financial services industry by learning new concepts and systems and taking the initiative to apply it to daily work assignments
Collaboration with internal and external stakeholders
Positivity and collegial approach in assisting both colleagues and clients and the ability to work in team environment
Curiosity, critical thinking and attention to detail
Embody SEI Values of courage, integrity, collaboration, inclusion, connection and fun

Benefits

Comp & perks

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 (medical, dental, vision, prescription, wellness, EAP, FSA)
life and disability insurance (premiums paid for base coverage)
401(k) match
education assistance
commuter benefits
up to 11 paid holidays/year
21 days PTO/year pro-rated for new hires which increases over time
paid parental leave
back-up childcare arrangements
paid volunteer days
a discounted stock purchase plan
investment options
access to thriving employee networks