Your Role :
Reporting to a Senior Vice President this is a role that requires proactive relationship management for client base covering various asset owners Sovereign Wealth Funds endowments and family offices that invests in a wide range of asset classes. This is a unique opportunity to gain exposure to a new line of business in a growing office.
Client Services Vice President
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 time and act as an escalation point. It is important to create and nurture a long-term relationship with the clients and work with core and ancillary operational teams both locally and globally to ensure service levels are met and optimized.
- Drive strategic communication with clients and negotiate service level agreements.
- 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
- Identify opportunities to expand existing relationship by cross‑selling additional Citco products / services.
- Strong knowledge of multi-asset portfolios and ABOR / IBOR concepts and data flows.
- Drive the coordination of new client integrations and new fund launches.
- Participate in projects in connection with the continuing evolution of the business
- Monitor and manage client SLAs and operational deliverables
- Review client profitability accounts receivables and ensure revenues are tracked and recognized
- 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 coordinate and communicate incident reports as necessary
- Lead operational due diligence reviews and client visits
- Compile and present quarterly Client reports Key Performance Indicators (KPIs) and scorecards.
- Coordinate and carry out periodic risk assessments and peer reviews.
- Actively maintain client status commentary and client updates in internal CRM tools
- Provide training and supervision to Managers on the Client Services team
Responsibilities
About You :
- You have a university degree in a relevant discipline with 7 years of related work experience in the financial service industry preferably within a hedge fund administrator and / or investment company.
- 3 years formal people management / leadership experience
- A proven interest in the financial markets and Asset management industry
- Strong interpersonal skills and proven ability to work across functions / geographies
- Highly analytical with strong attributes on business processes project management relationship management and presentation skills.
- Proficiency in Microsoft Office applications (advanced Excel & PowerPoint) and Outlook
- Creative problem solver with a solutions-based approach
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 nations 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.
Key Skills
Customer Service,Client Expectations,Client Requirements,Client Support,Action Plans,Issue Resolution,Account Management,Client Relationships,Service Delivery,Client Service,Client Satisfaction,Client Management,Procedures,Service Level Agreements,New Clients
Required Experience :
Exec
Employment Type : Full‑Time
Experience : years
Vacancy : 1
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