Client Integration Manager

Fund Accounting Toronto, Ontario


Description

Manager, Client Integration 

Toronto

 

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 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 work with existing clients on new requirements and process improvements
  • You will assist with Incumbent Admin to Citco and Citco to New Admin
  • You will work with Existing Clients on Efficiencies
  • You will participate in marketing and sales pitches; effectively demonstrate and communicate Citco’s workflows, best practices and technologies
  • You will provide sales with assistance on Request For Proposals (RFP)
  • You will be involved with AA / SLA negotiation
  • You will be involved with new client launches/conversions and new Business Existing Client (NBEC) launches
  • You will assist with onboarding of Ancillary services
  • You will coordinate with all relevant teams to ensure internal workflows will meet client needs
  • You will coordinate with internal and external stakeholders to ensure all necessary data is captured for client reporting and calculation models
  • You will oversee and manage strategic initiatives within the Client Integration team
  • You will oversee major SLA changes

About You:

  • You will have strong knowledge of the financial services industry, its products and practices and a strong interest in further development and learning
  • You have a strong sense of ownership and accountability of work product
  • You will have a minimum of 4 years in the financial services or project management industry
  • You have the ability to handle several projects and different stakeholders simultaneously, and prioritize work based on deadlines
  • You have proven Project Management Experience
  • 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 wellbeing 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.