SEI
Client Services Specialist III, Collective Investment Trust Officer
US · USA - Remote · Remote · Full-time · Senior
Salary not stated
AI summary
About the company
SEI是拥有50余年历史的全球投资管理及运营解决方案提供商，聚焦金融服务与金融科技领域，为客户、社区及员工打造发展机遇。
Role overview
该岗位隶属于SEI公司投资经理服务部门的集合投资信托团队，为全球远程全职岗位。任职者将作为投资经理客户的主要联络人，负责集合投资信托的客户关系维护、项目管理、行政服务及产品开发，需与多部门协作，服务超700只基金及2700亿美元管理资产。
Responsibilities
- 担任投资经理客户的主要联络人及专业主题专家
- 协助客户推进集合投资信托相关项目，侧重另类资产
- 制定项目计划并协调各方推进信托设立与上线
- 协助优化业务流程，提升运营效率与准确性
- 收集数据并准备新产品方案提交审批
- 管理或协助管理集合投资信托相关项目
- 与团队协作满足客户各类需求
Requirements
- 拥有金融、商业相关本科及以上学历，或同等经验
- 至少8年金融服务、员工福利或信托管理经验
- 熟悉Geneva、Investran等相关系统优先
- 熟练使用MS Office
- 具备另类投资产品知识优先
- 具备项目管理经验优先
- 具备集合投资信托相关知识优先
- 具备出色的沟通能力与细节把控能力
Nice to have
- 主动学习金融服务行业新知识并应用于工作
- 具备跨内外部利益相关方的协作能力
- 拥有积极的工作态度与团队合作精神
- 具备批判性思维与流程优化能力
- 认同SEI的核心价值观
Pay & benefits
- 基本工资90000-120000美元/年
- 全面健康福利（医疗、牙科、视力等）
- 401(k)计划匹配、教育补贴
- 灵活带薪休假、带薪育儿假
- 通勤补贴、股票购买折扣计划
- 员工网络资源与职业发展支持
Notes for China-based candidates
- 岗位为全球远程，无地域申请限制
- 需具备良好的英文沟通能力
- 结算及薪资以美元为准
- 无需境外驻场
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Excerpt
The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Collective Investment Trust (“CIT”) team. Collective investment trusts are pooled investment vehicles, comparable to mutual funds, that are designed exclusively for use by retirement plan…
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