Fund Services.Vice President- Institutional Client Services
Core
Establish professional relationships with clients, drive strategic communication, negotiate service level agreements (SLA), and coordinate new client integrations for a complex client base in fund services.
Role type
Senior IC Vice President, Institutional Client Services
Builds
End-to-end fund services and corporate governance solutions for institutional clients
Domain
Financial Services / Fund Administration / Private Equity / Real Estate
Deliverable
client delivery
Required skills
client relationship management, SLA negotiation, cross-selling, client onboarding coordination, operational due diligence, risk assessment, CRM management, project leadership
Preferred skills
private equity structures, real estate structures, transaction and investment cycle knowledge, Citco technology platforms
Responsibilities
Establish professional relationships with clients and key internal/external parties; Drive strategic communication with clients and negotiate service level agreements (SLA); Identify opportunities to expand existing relationship by cross-selling additional Citco products/services; Work closely with the Client Integration team and operations teams in the onboarding of new clients; Lead operational due diligence reviews and client visits; Compile periodic board reports, Key Performance Indicators (KPIs) 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; Lead projects in connection with the continuing evolution of the business; Visit clients regularly to evaluate service quality and identify client priorities.
Seniority
Senior, hands-on IC with management responsibilities