Vice President, Client Services - Institutional Services

About Citco The market leader. The premier provider. The best in the business. At Citco, we’ve been the front‑runner in our field since our incorporation in 1948 led to the evolution of the asset‑servicing sector itself. This pioneering spirit continues to guide us today as we innovate and expand, push beyond the boundaries of our industry, and shape its future. From working exclusively with hedge funds to serving all alternatives, corporations and private clients, our organization has grown immensely across asset classes and geographies. For us, this progress is a pattern that we’ll only maintain as we move forward, always prioritizing our performance. So for those who want to play at the top of their game and be at the vanguard of their space, we say: Welcome to Citco.

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.

A new and exciting opportunity has arisen for a high caliber professional to join Citco’s Institutional Services’ Client Services team in Toronto. Reporting to a Senior Vice President of the Client Services team, this is a role that requires proactive client relationship management for a portfolio of asset managers, endowments and single and multi family offices that invest in a multi‑asset book of business. This is a unique opportunity to gain exposure to a new line of business that expands upon our traditional offerings.

As the Client Services Vice President, you are expected to understand and meet the needs of clients by ensuring service deliverables are met in a timely fashion. It is important to create and nurture long‑term relationships with clients and work with core and ancillary service teams both locally and globally to ensure service levels are optimum.

Your Role

Establish professional relationships with clients and other key internal/external parties as required

Drive strategic communication with clients and negotiate service level agreements (SLA)

Understand and communicate clients’ requests with various Citco business functions, operational and support teams to promote effective internal communication

Develop a broad understanding of Citco business lines and associated product/service propositions

Understand the industry and regulatory environment and be sensitive to industry change and business trends, identifying new areas of growth

Participate and assist with RFP documentation completion and facilitate presentation and demos to prospective clients

Strong knowledge of multi‑asset portfolios inclusive of fund investments

Good grasp of Citco’s various technology platforms or the ability to learn quickly

Familiar with duties and workflow of the various functional groups that is involved with providing administration to a multi‑asset portfolio

Identify opportunities to expand existing relationship by cross‑selling additional Citco products/services; Drive the coordination of new client integrations and existing client launches

Participate and lead projects in connection with the continuing evolution of the business

Monitor and manage client SLAs and operational deliverables

Review client profitability & accounts receivables and address negative trends

Work closely with the Operations team to identify opportunities for process improvements and system development with the aim of minimizing operational risk and improving efficiencies

Review risk logs and support, co‑ordinate and communicate incident resolution as necessary

Lead operational due diligence reviews and client visits

Compile periodic board reports, Key Performance Indicators (KPIs) and scorecards for clients; Carry out periodic risk assessments and peer reviews of clients

Actively maintain client status, commentary and client updates in internal CRM tools

Provide training and supervision to Managers on the Client Services team

About You

University degree in a relevant discipline with 7+ years related work experience in the financial serviced industry, preferably within a hedge fund administrator and/or investment company

2+ years formal people management/leadership experience

A proven interest in the financial markets and hedge fund industry

Demonstrated leadership experience coupled with superior communication skills

Highly analytical with strong attributes on business processes, Accounting and allocation systems

Proficiency in Microsoft Office (advanced Excel & PowerPoint) and Outlook

What We Offer

A challenging and rewarding role in an award‑winning global business

Opportunities for personal and professional career development

Great working environment, competitive salary and benefits, and opportunities for educational support

Be part of an industry‑leading global team, renowned for excellence

Salary Range: $115,000 - 155,000

This position is for an existing vacancy

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 embrace diversity, prioritizing the hiring of people from diverse backgrounds. Our inclusive culture is a source of pride and strength, fostering innovation and mutual respect.

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

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