Specialist, On-boarding And Investor Services, Cit (hybrid)
sei.cmu.edu
Unknown
Hybrid
Investor on-boarding expertise
Collective investment trust administration
Process and control enhancements
As a Specialist, you will lead complex investor on-boarding and ongoing servicing needs for CIT funds, serve as a key escalation point, and drive process improvements across the lifecycle
Job Summary
As a Specialist, you will lead complex investor on-boarding and ongoing servicing needs for CIT funds, serve as a key escalation point, and drive process improvements across the lifecycle.
SEI offers a wide range of benefits including comprehensive care for physical and mental well-being, a strong retirement plan, tuition reimbursement, hybrid working environment, support for working parents, and flexible paid time off.
SEI is an equal opportunity employer that values courage, integrity, collaboration, inclusion, connection, and fun, and invests in employee success through various support programs and a positive workplace culture.
Matching Summary
As a Specialist, you will lead complex investor on-boarding and ongoing servicing needs for CIT funds, serve as a key escalation point, and drive process improvements across the lifecycle.
Skills & Requirements
Must-have
Investor on-boarding expertise
Collective Investment Trust administration
Process and control enhancements
Stakeholder management and escalation
Microsoft Excel intermediate skills
Client service and communication
Nice-to-have
Curiosity and critical thinking
Collaboration with internal and external teams
Flexibility to adapt to client needs
Positivity and collegial approach
Continuous improvement culture
Subject matter expert mindset
Key Requirements
Minimum 8+ years relevant experience
BA/BS in Business, Accounting, Finance, Economics, or Mathematics