Client Integration – Aexeo Onboarding Assistant Vice President

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

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.

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

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
• Attention to detail
• A ‘team player’ who can work well within the function to deliver a quality service
• Middle Office experience (Desirable)
• Project Manager Qualifications (Desirable)

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.

Citco welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection