Client Integration – Aexeo Onboarding Assistant Vice President

The Citco Group Limited; Halifax; Hybrid; CAD 85,000 - 120,000; Full time

Benefits offered by this job

Flexible working arrangements

Benefits and education support

Job summary

Citco in Halifax, NS is seeking a Client Integration Manager to lead client onboarding projects, coordinate virtual teams and ensure smooth integration of Citco services with client environments.

Responsibilities include managing data migrations, stakeholder communication, process reviews, and ensuring timely delivery across multiple time zones. Degree in business/finance and 3+ years in client services within financial services are expected; hybrid work arrangement offered.

Qualifications

• Degree qualified in business or finance-related discipline.
• 3+ years of client services within the asset management/financial services industry preferred.
• Proven project management and business analysis experience.

Responsibilities

• Lead client integration projects with virtual teams.
• Coordinate data migrations, testing and stakeholder communications.
• Manage client reporting data capture and third-party coordination.
• Oversee onboarding, invoicing processes and vendor relationships.

Skills

Team leadership

Client services

Project management

Business analysis

Communication

Microsoft Office

Stakeholder management

Education

Bachelor's Degree in business or finance

Tools

Microsoft Office

Job description

NS, Canada (Hybrid)

Job Description

About Citco

Citco is a global leader in fund services, corporate governance and related asset services with staff across 50 office locations worldwide. With more than $1.8 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 visitwww.citco.com

About the Team & Business Line:

The role of an Client Integration Manager involves leading projects or elements of large engagements, including client integration, service delivery and sales support. The Manager is 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. The role involves dealing 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. The Manager role is part of a global onboarding team and may be required to support multiple time zones during large project.

Responsibilities

Your Role:

Sales Preparation:

• Booking Sample Portfolios for Pitches
• Request for proposal/information assistance
• Direct source of information to Business Development on Vendors/Conversion/Interfaces

Project Manage / Functional Task Owner

Incoming file testing

• New Clients
• Existing Clients New Business
• Existing Clients New Asset Classes
• Migrations to New Vendor

Instruct/Extract

• Standard - Stakeholder/Business Analyst/Testing
• Custom - Extract File Development - Stakeholder/Business Analyst/Testing
• Migrations to New Vendor

Functional Data Migrations

• Internal Data Conversions
• External Data Conversions
• Internal System Migrations

Technology / Functional Task Owner

Responsible for System Set up and Coordination with Third Parties

Control Client User setup / Permissions

Responsible for Client Reporting Data Capture and Coordination with Third Parties

Client / Vendor Relationship Management

Engage with Existing Clients/Vendor on Efficiency Projects

• Operational Process Review - Stakeholder
• Operational Process Review - Stakeholder

Administrative Reporting

Tracking of projects, progress, status and deadlines

MIS Reporting

Finance

Stakeholder for Invoicing for Communications & Connectivity Charges

Management

Team Management

Pipeline/Project/Resourcing Management

Oversight, Recruitment, Training and Development

Qualifications

About You:

• Degree qualified in a business or Finance related disciple
• 2+ years of people and resource management experience
• 3+ years of client services within the asset management industry
• 5-6 years in the financial services industry
• Proven interest in the financial markets and hedge fund industry
• Proven Project Management Experience
• Proven Business Analysis Experience
• Working knowledge of Listed and OTC products
• Must be creative and innovative with a client focus
• Proficient in Microsoft Office applications
• A ‘team player’ who can work well within the function to deliver a quality service
• Project Manager Qualifications (Desirable)

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

Job Info

• Job Identification 19218
• Posting Date 09/25/2026, 10:45 PM
• Degree Level Bachelor's Degree
• Job Schedule Full time
• Job Shift Day
• Locations 5151 George Street, Halifax, NS, B3J 1M5, CA (Hybrid)