CIT Onboarding & Client Services Specialist

SEI; Oaks (PA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health benefits

Hybrid work environment

Tuition reimbursement

Paid time off

Job summary

SEI is seeking a Specialist for the Collective Investment Trust Admin team in Oaks, PA. You will handle onboarding of investors into CIT funds, address questions, and support daily administrative activities for collective funds, including new account openings and vendor communications.

You will collaborate with external stakeholders and internal teams to resolve issues, and contribute to ongoing improvement of onboarding processes while delivering excellent service to clients and partners.

Qualifications

• Bachelor's degree required or equivalent experience.
• Experience in investor services or collective trust administration preferred.
• Strong communication and client service mindset.

Responsibilities

• Serve as subject matter expert for CIT onboarding and investor onboarding processes.
• Coordinate onboarding of investors into CIT funds and resolve related inquiries.
• Develop process improvements for onboarding and investor servicing.
• Communicate with external stakeholders (recordkeepers, advisors, plan sponsors) and internal teams to resolve issues and support CIT relationships.

Skills

Communication skills

Multitasking

Attention to detail

Self-motivation

Customer service

Education

Bachelor's degree in Business, Accounting, Finance, Economics, Mathematics or equivalent experience

Tools

Microsoft Excel

Job description

The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking a new member to join the Collective Investment Trust Admin team. As a Specialist, you will be responsible for administrative servicing requirements for Collective Investment Trust funds.

What you will do:

• You will be a subject matter expert for specific Collective Investment Trust functions with respect to investor on-boarding.
• You will be responsible for the on-boarding of all investors into any of our CITs and addressing questions / issues that arise during that process.
• You may be tasked with developing processes to improve the onboarding process for future investors.
• You will be responsible for communicating directly with external stakeholders, including recordkeepers, advisors, consultants, and plan sponsors.
• You will provide additional support for certain CIT relationships as needed.
• You will communicate with appropriate internal teams or client teams to resolve open issues and questions, reaching out to internal technology support and vendor support when necessary to resolve any production issues or system support queries.
• You will manage daily activities associated with collective funds; including but not limited to new account openings, administrative support, and operational setups, which includes communication with external third-parties and clients.
• We want you to succeed and look for future solutions! Through attending and participating in various IMS and corporate professional development sessions, you will acquire the tools to identify processes across the division and organization. You will have the opportunity to partner with a diverse team and grow your career.

What we need from you:

• BA / BS in Business, Accounting, Finance, Economics, Mathematics or equivalent experience.
• Collective Investment Trust experience preferred.
• Minimum 2 years experience in any of the following fields: Investor Services, On-Boarding, Collective Trust Funds, Client Service, Retirement Plan Administration, trust and/or fund administration is preferred.
• Intermediate skills in Microsoft Excel.
• Self-motivation and drive to monitor multiple client deliverables without sacrificing excellence or quality.
• Strong written and verbal communication skills as you will primarily support your clients through email and/or phone calls.
• Detailed oriented and the ability to work independently or with team members to meet deadlines.
• Excellent customer service skills as you will be communicating daily with internal and external clients.

What we would like from you:

• 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.
• Ability to multi-task and prioritize daily workload.
• Collaboration with internal and external stakeholders. As the needs of our clients change, we need to be flexible to change with them.
• 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: 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. As a specialist, you will be referred to as a subject matter expert in key areas.
• Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information. https://www.seic.com/

SEI's competitive advantage:

To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about.

Benefits include 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 and more.

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.

SEI is an Equal Opportunity Employer and so much more...

After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. 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. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we're (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.

SEI is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.

AI Acceptable Use in the application and interview process:

SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals' personal and professional lives. If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please ensure you have reviewed and adhere to our AI use guidelines.