Account Manager, Client Services - Toronto, Canada - Citco

Citco

Verified Company

Toronto, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

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 solutionsbased 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, coordinate 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 crossselling 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