Client Onboarding with SEI Trust (T3K)
vbeyondDenver, CO
Client Onboarding with SEI Trust (T3K)
L5
vbeyondDenver, COyesterday
Occupations
Brokerage ClerksSecurities, Commodities, and Financial Services Sales AgentsNew Accounts ClerksIndustries
Trust, Fiduciary, and Custody ActivitiesPortfolio Management and Investment AdviceTrusts, Estates, and Agency AccountsRequired Qualifications & Experience:
Experience 5+ years of experience in wealth management or trust operations.2+ years in a Client Onboarding, Functional Specialist, or Business Analyst role. Hands-on experience with SEI Trust 3000 (T3K) is strongly required. Domain Knowledge Strong understanding of: Trust and wealth management operations Client and account onboarding lifecycle Asset servicing and transaction processing Regulatory and compliance considerations in wealth management Technical & Functional Skills Ability to document business requirements, functional specifications, and process flows. Familiarity with onboarding-related systems, data structures, and operational workflows in T3K.Experience working with delivery teams across configuration, testing, and data migration. Thanks & Regards Ekta Singh Sr. Executive - Recruitment
Apply now
Level
SeniorL5
Location
Denver, CO
Occupation
Brokerage Clerks
Industry
Trust, Fiduciary, and Custody Activities
Posted
yesterday
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