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A global financial services leader in Toronto is seeking a Vice President within their Client Services team. The role requires 8-10 years of experience in financial services or the hedge fund industry and proven leadership capabilities. As a Vice President, you will drive client relationships, enhance service agreements, and work collaboratively with internal teams to promote seamless client experiences. Strong communication skills and proficiency in Microsoft Office are essential. This position offers opportunities for travel and career growth.
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 visit www.citco.com
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 Services - Single Manager 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.
You have a degree qualified in Accounting or Finance related area and/or studying for a professional accounting (or comparable) qualification.
You are highly analytical with a keen understanding of business processes, accounting and allocation systems
8-10 years of experience in Financial Services and/ or hedge fund industry
You have a proven interest in the financial markets and hedge fund industry.
You have demonstrated leadership experience coupled with superior communication skills.
You have strong proficiency in Microsoft Office (advanced Excel & PowerPoint) and Outlook.
You have 2+ years’ formal people management/leadership experience.
Ability to multi-task and effectively manage time
Ability to work under pressure in a high demand environment
Proficient in Microsoft Applications (Word, Excel, PowerPoint etc.)
Available to travel on business trips to meet clients
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.
As a Vice President within the Client Services team, you will:
Develop a comprehensive understanding of Citco business lines and associated product/service propositions and identify opportunities to expand relationships by cross-selling Citco products/services
Understand and communicate clients’ needs with various Citco business functions, operational and support teams
Promote and coordinate effective internal communication across all Citco business lines in order to provide a seamless client experience
Drive strategic communication with clients and negotiate service level agreements (SLA). Monitor and manage client SLAs and operational deliverables.
Understand the industry and regulatory environment and be sensitive to industry change and business trends, identifying new areas of growth
Establish professional relationships with clients and other key internal/external parties
Drive the integration of new clients and coordination of new launches for existing clients
In partnership with the Client Services Management team to facilitate presentations to existing and prospective clients
Participate and lead projects in connection with the continuing evolution of the business
Review client profitability and 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 and present reports for Board of Directors meetings, Key Performance Indicator (KPI) reports 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