Client Integration Manager

Fund Accounting Halifax, Nova Scotia


Description

Client Integration Manager

Halifax

 

About Citco

Citco is a global leader in fund services, corporate governance and related asset services with staff across 80 offices worldwide. With more than $1 trillion in assets under administration, we deliver end-to-end solutions and exceptional service to meet our clients’ needs.

For more information about Citco, please visit www.citco.com

About the Team & Business Line:

Fund Administration is Citco’s core business, and our alternative asset and accounting service is one of the industry’s most respected. Our continuous investment in learning and technology solutions means our people are equipped to deliver a seamless client experience.

As a core member of our Client Integration team, you will be working with some of the industry’s most accomplished professionals to deliver award-winning services for complex fund structures that our clients can depend upon.

Your Role:

  • You will lead projects or elements of large engagements, including client integration, service delivery and sales support. 
  • You will be responsible for managing virtual teams that assist clients in integrating the Citco services into their environment, employing proper information systems, resources, and controls to maximize efficiencies and minimize risk.
  • You will deal with the senior management of all the organizations that interact with Citco Fund Services. The ability to clearly communicate both verbally and written is essential.
  • You may be required to support multiple time zones during large projects.
  • You will be the stakeholder in the development of new client/business
  • You will assist with building sample portfolios for pitches
  • You will assist with request for proposal process
  • You will serve as the direct source of information to Business Development on vendors/conversion/interfaces.
  • You will assist with Functional Data Migrations
  • You will assist with Incoming File Testing
  • You will be involved with Control Standard & Custom Extract File Development (in house / vendor) and Control Instrument Setup Rules
  • You will manage internal and external stakeholders to ensure all necessary data is captured for client reporting. 
  • You will manage client user setup/permissions and external vendor relationships
  • You will work with existing clients on new requirements and process improvements
  • You will assist Finance on Invoicing for File Maintenance
  • You will assist with Control Client User setup / Permissions
  • You will assist Finance on Invoicing for Communications Charges
  • You will be involved with Internal System migration
  • You will assist with Incumbent Admin to Citco and Citco to New Admin
  • You will work with Existing Clients on Efficiencies

About You:

  • You will have a degree qualified in a business or Finance related discipline.
  • You will have attention to detail
  • You must be a ‘team player’ who can work well within the function to deliver a quality service
  • You will have a minimum of 4-6 years in the financial services industry
  • You have a proven interest in the financial markets and hedge fund industry
  • You have proven Project Management Experience
  • You have proven Business Analysis Experience
  • You have proven knowledge of Listed and OTC products
  • You must be creative and innovative with a client focus
  • You will strive for continuous improvement and be proficient in Microsoft Office applications.

Our Benefits

Your well being is of paramount importance to us, and central to our success. We provide a range of benefits, training and education support, and flexible working arrangements to help you achieve success in your career while balancing personal needs. Ask us about specific benefits in your location.

We recognize diversity as a source of organizational pride and strength. We have made it a priority to reflect our nation’s evolving diversity in the people we hire, and the culture we create in our organization.

Citco welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection.