Vice President, Client Services - Private Assets

Vice President, Client Services - Private Assets Join to apply for the

Vice President, Client Services - Private Assets

role at

The Citco Group Limited .

Citco is a global leader in fund services, corporate governance and related asset services with staff across 50 office locations worldwide. With more than $2.0 in assets under administration, we deliver end-to-end solutions and exceptional service to meet our clients’ needs.

About Citco For more information about Citco, please visit www.citco.com.

About the Team & Business Line Client Service is at the heart of Citco’s commitment to excellence, forming a vital business line within the company. Our global client service teams are dedicated to providing tailored support, ensuring that our clients’ diverse needs are met with efficiency, integrity, and a personal touch. Citco’s ongoing investment in training and innovative technology solutions empowers our people to deliver an outstanding client experience at every stage.

As a core member of our Client Service team, you will collaborate with some of the industry’s most experienced professionals, helping to deliver exceptional results and build trusted relationships with clients across various sectors.

Responsibilities Your Role:

Strategic Relationship Management

Key Personnel

Cultivate connections with C‑suite executives. Gain insight into their professional history and achievements. Recognize key decision‑makers and influencers. Foster personal relationships.

Client Infrastructure

Assess the extent of infrastructure investments made by the client. Familiarize yourself with their other service providers and vendors, and identify their existing challenges.

Fund Structure and Strategy

Understand the fund structure and related entities. Understand investment strategy and short‑ and long‑term business vision.

Sales / Client Integration

New Sales – Existing Clients

Identify & investigate opportunities to strengthen existing partnerships by advocating for the inclusion of more Citco products and services.

Support RFP process

Client On‑boarding

Assist in the coordination of new client integrations and existing client launches.

Client Training

Ensure clients are familiar with Citco systems, processes, and outputs.

Client Service Level Management

Service Level Agreement

Support preparation of Service Level Agreements (SLAs) with the client in accordance with the service proposal, collaborating closely with the appropriate Operations Team.

Communication Strategy

Support the Relationship Manager to establish a formal communication strategy format with the client, which may include quarterly meetings, usually in person, along with monthly calls.

Communicate updates regarding Citco's developments, system enhancements, and product improvements to clients.

Client Liaison

Support the Relationship Manager as the client's representative within the organization and oversee internal communications with various business lines, operational teams, and support teams.

KPI Reporting

Assist in preparing Key Performance Indicators (KPIs) for both internal use and external dissemination.

Internal Reporting

Assist in the preparation of local and global presentations/reports as required on client relationships.

Client P & L

Profitability Reviews

Review profitability of client accounts and address negative trends.

Additional Responsibilities

Support the development of pricing models and fee proposals for the launch of new funds, the introduction of additional services, and the restructuring of fees.

Regularly update the CRM system on a weekly basis to reflect client activities that are pertinent to the business.

Qualifications About You:

You have 8 – 10 years of experience in client service and managing client relationships of an alternative asset manager at a fund administrator or other similar service provider.

You have skills in negotiation, business planning and budgeting, margin analysis, and technical accounting.

You have strong leadership skills.

You have project management skills with attention to detail and proven ability to multi-task.

You have strong written and verbal communication skills.

You have a Bachelor’s Degree in Accounting or similar fields.

CPA designation a plus.

Our Benefits Your well‑being is of paramount importance and central to our success here at Citco. Citco offers a comprehensive and competitive total rewards package to support your career success and personal needs. Your base salary will be determined by several factors such as the role, experience, skillset, market conditions, etc. Furthermore, qualifying positions can participate in an annual discretionary bonus pool based on company profitability and individual contributions. Our comprehensive benefits package includes medical, dental, and vision coverage, short‑ and long‑term disability benefits, a retirement savings plan, tuition reimbursement, mental health and wellness support, parental leave, and more. Additional details about our total rewards package will be shared during the hiring process.

At Citco, we take pride in fostering an inclusive culture by prioritizing the hiring of people from diverse backgrounds. Our culture is a source of pride and strength, fostering innovation, mutual respect, and collaboration. We warmly welcome and encourage applications from people with disabilities. If you require any accommodation to make our recruitment process more accessible for you, please let your recruiter know.

As an equal opportunity employer, Citco adheres to making all employment and personnel decisions without discriminating based on race, color, creed, religion, sex, physical disability, mental disability, age, marital status, sexual orientation, citizenship status, national or ethnic origin, or any other protected status. We believe that an inclusive workforce not only enriches our company but also drives us towards greater success.

Please note that this job description is not intended to be all‑inclusive. Our employees may perform other job‑related duties as needed to meet the ongoing needs of our organization.

Seniority Level Executive

Employment Type Full‑time

Job Function Business Development and Sales

#J-18808-Ljbffr