Account Manager, Client Services

6 months ago


Toronto, Canada Citco Full time

**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.

**About You**:

- University Degree in a relevant discipline; Accounting/Finance focus preferred.
- 7+ years related work experience within the financial serviced industry, preferably within a hedge fund administrator and/or investment company
- 2+ years demonstrated client relationship management/service leadership experience coupled with superior communication skills
- Proven interest in pursuing a career in the financial markets and hedge fund industry
- Highly analytical with strong attributes on business processes, accounting and allocation systems
- Excellent solutions-based problem solving skills to support clients’ needs
- Proficient in Microsoft Office (especially Excel and PowerPoint) and Outlook

**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.

**Your Role**:

- Establish professional relationships with clients and other key internal/external parties, as required.
- Develop a broad understanding of Citco business lines and associated product/service propositions
- Understand clients’ technology, operational infrastructure, fund structure and business vision
- Drive strategic communication with existing clients and manage operational deliverables
- Monitor, manage and support the negotiations of client service level agreements (SLAs)
- Actively maintain client status, commentary and client updates on internal CRM tools
- Identify, understand and communicate clients’ requests/needs to various Citco business functions, operational and support teams to delivery on clients’ expectations
- Review risk logs and support, co-ordinate and communicate incident resolution as necessary
- Review client profitability and accounts receivables and address negative trends
- Carry out periodic risk assessments and peer reviews of clients
- Compile periodic board reports, Key Performance Indicators and scorecards for clients
- Participate and organize operational due diligence reviews and client visits
- Compile periodic board reports, Key Performance Indicators and scorecards for clients
- Identify opportunities to expand existing relationships by cross-selling additional Citco products and services
- Identify new areas of growth by stay updated on the industry and regulatory environment while being sensitive to industry changes and business 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
- Drive the coordination of new client integrations and existing client launches



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