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About the Role

Corpay is seeking an Institutional Client Service Executive to join the Global Banking and Fund Solutions division, focusing on the Cross Border line of business. This role involves working with a sophisticated institutional client base and supporting North American new business sales teams to ensure operational efficiency and high service standards.

Responsibilities

• Act as a key point of contact for clients and internal service groups, addressing inquiries professionally.
• Attend and contribute to operational, client, and regulatory meetings.
• Provide periodic reports and feedback on client issues and department activities.
• Support the sales team by creating sales collateral and due diligence materials.
• Coordinate and manage marketing campaigns.
• Assist with coordination and booking of new client business meetings.
• Communicate with prospective clients regarding documentation and submission status.
• Create and manage client records, onboarding cases, and credit applications in Salesforce CRM.
• Collaborate with Compliance and Credit teams to achieve internal SLAs.
• Support senior sales leaders with data collation and reporting, including sales pipeline information.
• Maintain advanced knowledge of the alternative investment industry and private funds marketplace.
• Review, understand, and discuss fund PPMs/OMs, investment strategies, fund structures, and cash flows.
• Perform day-to-day supervision of the team, including performance appraisals and development.
• Complete and coordinate necessary training for new team members.
• Perform adhoc administrative duties and product testing.

Requirements

• 5+ years of experience in a client services role within financial services.
• Background in fund administration or alternative investments is ideal.
• Strong understanding of the alternative investment space, including private equity, hedge funds, real estate, venture capital, and other institutional investment models.
• Proficiency with Microsoft Office products.
• Knowledge of Salesforce is an asset.
• Excellent verbal and written communication skills.
• Ability to clearly and effectively communicate and build relationships with sophisticated clients and their service providers.
• Highly motivated and proactive.
• Ability to work independently to help the broader team meet its objectives.
• Strong organizational skills.
• Ability to manage multiple projects simultaneously.

Skills

• Client Relationship Management
• Sales Process Support
• Market and Industry Knowledge
• Microsoft Office
• Salesforce
• Communication Skills
• Organizational Skills
• Project Management

Location

• Toronto, Canada

Work Type

• Onsite

Experience Level

• 5+ years

Salary/Compensations

• CAD $60,000 to $70,000 + OTE

Benefits

• Comprehensive Benefits Package including Medical, Dental, Vision and Paramedical benefits, as of day one
• Optional company match RRSP program
• Virtual fitness classes offered company-wide
• Time-off including major holidays, vacation, sick, personal, & volunteer time
• Discounted gym membership rate
• Philanthropic support with both local and national organizations
• Fun culture with company-wide contests and prizes

About the Company

• Corpay is a global technology organization leading the future of commercial payments with a culture of innovation.
• Our specialized payment solutions help businesses control, simplify, and secure payment for fuel, general payables, toll and lodging expenses.
• Millions of people in over 80 countries around the world use our solutions.
• Corpay is committed to fostering an inclusive and respectful workplace where employees are valued for their diverse perspectives, experiences, and contributions.
• Offers of employment may be subject to the successful completion of pre-employment screening.

Equal Opportunity

• Corpay is an Equal Opportunity Employer.
• Corpay provides equal employment opportunities to all qualified applicants without regard to race, color, gender (including pregnancy), religion, national origin, ancestry, disability, age, sexual orientation, gender identity or expression, marital status, language, ancestry, genetic information and/or military status or any other group status protected by federal or local law.
• If you require reasonable accommodation for the application and/or interview process, please notify a representative of the Human Resources Department.