Client Integration Manager
Top Benefits
About the role
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
About Citco
Our heritage, since founding a civil law notary practice in the 1940s to establishing the Curacao International Trust Company in the 1960s, is built on challenging paradigms and delivering exceptional service within the financial and professional services industry. Today, with more than 6,000 employees in 45 countries, we continue to pioneer award-winning services and technology solutions that meet ever changing markets.
A commitment to investing in people, and proprietary technologies, has resulted in our reputation as the industry's preeminent service provider, reassuring clients that their critical administration functions are in safe hands.
Our thought leadership and ability to quickly navigate complex change means our clients can depend on us as trusted advisors to make informed decisions in response to market conditions.
Our Divisions
Citco Fund Services & Investor Relations CFS is the global leader in services for the alternative investment industry. With over 2,000 funds under administration and net assets exceeding $840 billion, we provide full service fund administration, fund accounting, net asset value calculations, investor relations, and more.
Governance Services Leveraging our extensive global office network Citco Governance Services provides customised solutions, including corporate and global subsidiary governance, secretarial services, financial accounting and reporting, tax and audit liaison, and market entry services.
Banking, Depositary & Custody Services Citco Banks operate in strategic financial centres and provide Institutional and Fund of Funds clients access to the funds universe through multiple communication and online real-time global funds platforms.
Citco Technology Management Through our eight global development centres, Citco Technology Management provides secure infrastructures and develops award-winning technology products that underpin our commitment to service excellence.
Client Integration Manager
Top Benefits
About the role
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
About Citco
Our heritage, since founding a civil law notary practice in the 1940s to establishing the Curacao International Trust Company in the 1960s, is built on challenging paradigms and delivering exceptional service within the financial and professional services industry. Today, with more than 6,000 employees in 45 countries, we continue to pioneer award-winning services and technology solutions that meet ever changing markets.
A commitment to investing in people, and proprietary technologies, has resulted in our reputation as the industry's preeminent service provider, reassuring clients that their critical administration functions are in safe hands.
Our thought leadership and ability to quickly navigate complex change means our clients can depend on us as trusted advisors to make informed decisions in response to market conditions.
Our Divisions
Citco Fund Services & Investor Relations CFS is the global leader in services for the alternative investment industry. With over 2,000 funds under administration and net assets exceeding $840 billion, we provide full service fund administration, fund accounting, net asset value calculations, investor relations, and more.
Governance Services Leveraging our extensive global office network Citco Governance Services provides customised solutions, including corporate and global subsidiary governance, secretarial services, financial accounting and reporting, tax and audit liaison, and market entry services.
Banking, Depositary & Custody Services Citco Banks operate in strategic financial centres and provide Institutional and Fund of Funds clients access to the funds universe through multiple communication and online real-time global funds platforms.
Citco Technology Management Through our eight global development centres, Citco Technology Management provides secure infrastructures and develops award-winning technology products that underpin our commitment to service excellence.